Create Groups in Reach

Creating Groups


Groups allow you to assign specific content and track learner progress by different teams, audiences, or business units. 

You can create a group anytime by navigating to “Team” and selecting “Add Group” at the top of the page. 

Groups can be dynamic (criteria-based) or static (person-based). For example, if you’d like all new hires to be assigned a course now and in the future, a dynamic group could automatically provide all learners who joined in the last 60 days with that content. On the other hand, a static group could be used to assign content to team members at a specific moment, such as attendees of a company off-site. 

Create a dynamic group:

  1. Go to the Team page and click “Add Group” at the top.
  2. Name your group and click “Next.”
  3. Click the “Choose Dynamic” button.
  4. Use the filter panel to select the criteria for the group, then click “Preview Group.”
  5. Review the group members and click “Confirm” to save your criteria and continue, or click the filter button to edit your criteria.

  6. Select what content you’d like group members to be able to view, then click “Finish.”

    Note: All content is viewable by default and we recommend maintaining this




Create a static group:

  1. Go to the Team page and click “Add Group” at the top.
  2. Name your group and click “Next.”
  3. Click the “Choose Static” button.
  4. Scroll or search to add team members, then click “Next.”

  5. Select what content you’d like group members to be able to view, then click “Finish.”

    Note: All content is viewable by default and we recommend maintaining this