User Groups

LearnDash Groups give you the ability to group certain users together and assign a Group Leader who can track the progress and performance of any user in their group. Groups can have any number of courses associated with them, and anyone in that group will be automatically enrolled into the course(s).

Creating a Group #

1. Navigate to LEARNDASH LMS > GROUPS
2. Click Add New
3. Give the group a title

(Optional) Give the group a description

NOTE: Group description and Course Materials will be publicly visible by default. If you wish to set those to “group enrollees only” you must include the content within student shortcodes.

Adding Courses to a Group #

Once you have created a group, you can now assign courses to it. When a course is assigned to a group, any user who is in the group will automatically get enrolled into that course. There are no limits on the number of courses that can be associated with a group. Courses can also be associated with multiple groups.

1. Start from the Edit Group page
2. Select the Courses tab
3. Add any desired courses from right-side Group Courses section onto the left-side box.
4. To do this, choose the course(s) you want to add to the group by clicking on the course title. Hold CTRL (CMD on Mac) to select multiple courses at once.
5. Click the right arrow to move the course(s) into the Assigned Group Courses window
6. If you want users to be automatically added to a group upon ANY assigned course enrollment, select the Enable automatic group enrollment when a user enrolls into any associated group course checkbox. Alternatively, you can specify which course enrollment should grant automatic group enrollment by leaving the option unchecked and adding courses into the right-side box.

NOTE: This is a particularly useful setting if you are selling courses with a shopping cart like WooCommerce and want users to be automatically added to a group after purchase.

Assigning a Group Leader #

After you have added courses to the group, you must select a Group Leader. There are no limits on the number of Group Leaders that can be assigned to a group, but it must have at least one.

Assigning a Group Leader to a group is the same process as when you assigned courses.

1. Starting from the Edit Group page
2. Scroll down to Group Leaders
3. Choose on the user(s) you want to add as Group Leaders by clicking on their name. Hold CTRL (CMD on Mac) to select multiple courses at once.
4. Click the right arrow to move the user into the Assigned Group Leaders window

About the Group Leader User Role #

Group Leader is a user role included in LearnDash. It adds the ability to:

• view reports on course progress for any user in the group
• view reports on quiz performance for any user in the group
• send email messages to the entire group

NOTE: If you would like the Group Leader to have even more abilities, you can use the User Role Editor plugin to modify their permissions and capabilities.

Creating a Group Leader #

Before you can assign a Group Leader, you have to grant the Group Leader user role to the desired users. After doing so, they will appear for selection when you create your group.

1. From your WordPress admin dashboard, navigate to USERS > ALL USERS
2. Select the checkbox next to the desired user(s)
3. From the Change role to… dropdown menu, select Group Leader
4. Click Change

Adding Users to the Group #

Adding users to your group is similar to how you added courses and Group Leaders.

1. Still on the Edit Group page…
2. Scroll down to Group Users
3. Choose the user(s) you want to add to the group by clicking on their name. Hold CTRL (CMD on Mac) to select multiple courses at once.
4. Click the right arrow to move the user into the Assigned Group Users window

Publishing the Group #

When you are ready for the group to be created, simply click the Publish button. Once the group is published, users of the group get enrolled into any course associated to that group. If you do not want users to get access to the courses, then click the Save Draft button instead.

Groups Use-Cases #

• You are a teacher and you want to divide up students into classes so that you can track them independently from one another
• Your organization requires certain roles to receive specific training/courses
• You want to sell course licenses to organizations so they can purchase access for a group of their employees (requires a 3rd party add-on)
• Your course doesn’t start until a specific date and you want to grant access to all users at the same time
• You want to drip-feed lessons to users on the same schedule
• Your organization has multiple locations and you want to track progress & performance by location