Note: To complete these procedures, you must be assigned a role having the necessary permissions. To determine your role, follow the directions in Participant roles. For a basic understanding of roles and permissions, see Permissions and roles: Overview.
On this page:
Groups are subsets of participants for a given site. They are created by the site manager and are not preloaded with official course data. Groups are useful to organize study groups, project teams, and other non-official subsets of site participants.
You can use groups with the following tools:
You can manage groups with the Site Info and Worksite Setup tools.
To manage groups with the Site Info tool:
To manage groups with the Worksite Setup tool:
To create a new group:
Create New Group.
Project team 1). You may also add a text description.
>. Repeat this step until you've added all the members you wish to the group. To select more than one member at a time, hold down the
Ctrlkey (in Windows) or the
Commandkey (in Mac OS X), and select the members you wish to add.
to move all site participants to the right-hand window, select any
participants you do not want in the group, and click
To create a group containing all users with a specific role, click
Groups, check the role(s) that you want to create groups for, and then
Note: It is not possible to create a new group based on existing group (i.e., duplicate an existing group).
To edit a group:
To delete a group: