What This Does
You’ll give members reporting access for their groups by assigning them the Group Lead role. This helps teams monitor learning progress without needing full admin permissions.
What To Know First
- Admin access required to assign Group Leads
- Group Leads can view reports but can’t edit group settings or member data
- Group Leads don’t appear in reports unless you include them with a filter
How to Assign a Group Lead
- Go to Admin Area > Members > Groups.
- Select the group and open the Settings tab.
- In the members table, find the member you want to assign.
- If they’re not in the group yet, add them first.
- In their row, open the actions menu on the right.
- Select Assign as Group Lead.
- Click Save changes.
Your member now has Group Lead access.
How Group Leads Use Reports
As a Group Lead, they can:
- View Member progress and Products reports for their group
- View aggregate member reports across their assigned group
- Email group members directly from reports
- Export reports as CSV files
To access reports as a Group Lead:
- Go to Admin Area > Insights > Groups.
- Select a group from the list.
- Open the Member progress report to see each member’s course progress.
Note: To include Group Leads in reports, open the filter menu and select “Include Group Leads in report.” This article outlines all Group Reporting functionality.
Common Questions
Can a Group Lead manage multiple groups?
Yes. A Group Lead can be assigned to multiple custom community groups or product subgroups and will have reporting access to all of them.
Can a Group Lead edit or remove members from a group?
No. Group Leads only have reporting access. They can’t add, remove, or edit members.
Can an Admin revoke Group Lead access?
Yes. An Admin can remove Group Lead permissions by going to Admin Area > Members > Groups, selecting the group, and changing the member’s role.