Creating groups of users is an optional feature that allows you to segment your user base into specific groups for reporting purposes. Example groups could be setup as departments (e.g., Marketing or Finance) or office locations (e.g., San Francisco or London). You can add a user to more than one group.
If you plan to use this feature, we recommend creating all your groups before inviting users to join your account. Adding people to groups before they receive the invitation to join your account allows you to capture learning data by group from the very beginning, and saves you the trouble of adding users to groups later.
How to create a user group
To create a group, please follow the steps outlined below:
1. Access the Manage tab at the top of the screen and click on Manage Users from the drop down menu.
2. Click New Group at the bottom left of the page
3. Type in the group name.
4. You can add Group Admin(s) to manage the group. Learn more about Group Admins here.
5. Click Create Group.
You can also add users to groups via CSV import. Please click here for details.
Please note: the only information that we collect from users is their first name, last name and the email address they used to register their account. Any additional information that users add to their profile, like their social media accounts, is not collected and therefore will not be included in any reports.
Admins can add users to groups by location, function, etc. to report on those groups and assign courses to the users in those groups. Unfortunately, data from HRIS (human resource information system), like hiring manager, start date, location, function and manager level, are not captured in users' Udemy for Business profiles, and as such they cannot be reported on. For more on generating a report, please refer to this support article.
Removing / Changing User Groups
To remove a group, change its name, or download the list of users in a group, click on the group name. Next, click on the ellipses icon (three-dots) to the right of the group title. You will see the following options: Export this Group, Group membership log, Edit group name, and Remove this group.
