Applies to
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Administrators
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Group Managers (with group creation permissions)
Prerequisites
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Permission to create groups.
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(Optional) Users already exist in TAO if you want to assign them during group creation.
Purpose
Create groups to organize users and manage assessment sessions. You can assign users and group-specific roles during creation or at a later time.
For more information about group roles, organizational units, and user assignments, see Rostering.
Steps
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In TAO Portal, select Groups from the main menu.
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Select Create Group.
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Complete the required fields in the Group Settings tab:
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Name
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Organizational Unit
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(Optional) Description and Active status (new groups will default to Active)
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(Optional) Open the Users tab.
Users can also be added to groups after group creation, from User management.
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Select Add Users.
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Use the search bar, or use the filters to search by Login or Name.
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After completing the search, select one or more users.
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Ensure that the appropriate group role for the user(s) is selected in the top-right corner.
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Select Add Users. This action adds the users and redirects you to the group creation form.
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Select Create Group and confirm.