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How to Create Groups - Admin

This article is designed for admins who want to create groups within Beacon. Groups can be used to organize learners, track progress, and simplify enrolling students into portfolios.

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🧭 Step by Step

Step 1: Ensure Admin Profile

  • To create groups, first ensure you are logged in as an admin . Check your profile at the top right corner of your screen.

    Admin Profile - Toggle


Step 2: Locate Groups on the Navigation Menu

  • Once in the admin profile, you will see "Groups" by hovering your cursor on the left side of the page to activate the navigation menu.

Group Navigation - Admin

Step 3: Add a New Group

  • Click on the Screenshot 2025-07-30 at 2.57.58 PM button to open a pop-up window titled "Add new group". 

Step 4: Configure Group Details
  • Enter your desired Group Name.

⭐ Group names should clearly indicate their purpose or the learners they contain ⭐

  • You can add a Primary facilitator, but only that user will be able to use that group as a filter. Admins or the Primary facilitator can edit the group if a primary is assigned.
  • You can leave the Primary facilitator field blank: this makes the group Global, which means any facilitator can see and use that group, but only Admins can edit/add/remove learners.
  • Add learners to the group as needed. You can do this by selecting individuals from a list or by entering their email addresses directly.
  • Optionally, set a start date and end date for the group.
  • Select "Save" to create the group.

Add Group - Admin

  • Your newly created group will be listed on the Groups page. Admins can see and edit all Groups in the system, but if a Primary facilitator is listed, only that user can use the groups as a filter.

💥 See Groups in Action! 💥

Want inspiration? See how admins use Groups to manage learners in the system.


 

🤔 FAQs

Q: Can I add learners to a group after it's created?
  A: Yes, you can manage group memberships at any time by editing the group.

Q: Can learners see the groups they've been added to?
  A: Learners cannot see what groups they have been added to. The group feature is to help admins/facilitators quickly access sets of learners when checking progress, adding to learning experiences, assigning tasks, or enrolling users in portfolios.