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Create Dynamic Groups

26.8.2026

This guide explains how to create and manage dynamic groups.

General Information

You can create two types of groups in the environment: manual groups and dynamic groups. You can use groups to assign courses to specific sets of users.
Groups can be used, for example, for teams or organisational units. A dynamic group works automatically based on the rules defined for it. You can build dynamic groups using:

  • User data fields
  • Completed courses
  • Sign-in method
  • Self-registration information
  • Manager information
  • Expiring completions
  • Group membership

Go to Group Management

  1. Open Administration.
  2. Go to Users > Groups.

Define Dynamic Group Rules

  1. Click the Create a new group button.
  2. Click the Create dynamic group button.
  3. Enter a name for the group.
  4. Enter any additional information if required.
  5. Click the Next button.
  6. If required, add the group to a course at this stage. (You can assing a course or courses also later.)
  7. Define the rules how the group is built.
  8. Choose whether the rules are combined using the AND or OR operator.
  9. Add the required rule or rules.
  10. Click the Save button.

Selecting rules for a dynamic group, such as user data fields, login method, manager information, group membership, completed courses, self-registered users, and expiring completions.

Assign a Course to a Dynamic Group

  1. Open the required group.
  2. Click the Group info and settings button.
  3. Click the Courses button.
  4. Enter the course name in the Search courses field.
  5. If required, select Required course for group members.
  6. Click the Save button.

Set a Group Landing Page

  1. Open the required group.
  2. Click the Group info and settings button.
  3. Click the Landing page button.
  4. Select home page or course as the group’s landing page.
  5. Click the Save button.

Edit Group Rules

  1. Open the required group.
  2. Click the Group info and settings button.
  3. Click the Rules button.
  4. Make the required changes.
  5. Click the Save button.

Delete a Group

  1. Open the required group.
  2. Click the Group info and settings button.
  3. Click the DRemove group button.
  4. If group members are enrolled on courses, define how they should be handled.
  5. Click the Delete button.

Dynamic group details and settings for configuring courses, the landing page and dynamic group rules, as well as deleting the group.

Note

  • By default, users are added to a group when they meet the defined conditions and removed from the group when they no longer meet those conditions.
  • Always check that the rule logic produces the desired outcome.
  • Date-type user profile fields can be used, for example, to create groups based on the length of employment.
  • When a user is removed from a dynamic group, they are also removed from courses assigned to that group.
  • If a user has been assigned as a Course Administrator, they are not removed from the course automatically.