Assignments & Groups

Assigning training with dynamic groups

Use this category when a course exists but people still need to receive it — or when membership should update automatically from user attributes. Create groups and assign training from Course Management via Assign to Groups (including + Create Group). Visibility Rules control catalog visibility; they do not replace assignment. Due dates and expiry/renewal settings keep compliance training on schedule.

Start here

Assigning Courses

Get training onto the right people and groups.

Choose the right method

Dynamic, static, or individual assignment
Choose between automatic group rules, static groups, and individual assignments.
Visibility vs assignment
Understand the difference between catalog visibility and required training.
Due dates vs expiry
Chase first completion with deadlines, or manage certificate renewals with expiry.

Set it up

Create a dynamic group
Rules that update membership automatically.
Assign to one person
One-off or exception assignments.
Set due dates
Deadlines for mandatory training.
Configure expiry & renewals
When certificates expire and how renewals work.
Visibility Rules
Who can see courses in the catalog (not the same as assignment).

Key concepts

Assign to Groups is the primary path for group-based mandatory training.
Visibility Rules ≠ assignment — learners can see a course without being assigned, or the reverse depending on setup.
Expiry and at-risk reporting complements renewal settings under Reports.

Related categories

Course Management — Create the courses first
Reports & Analytics — Expiry and completion tracking
User Management — Attributes that drive dynamic groups

All guides

Creating Dynamic Groups

Create groups that automatically update based on user attributes

Assigning Courses

Assign training courses to users and groups

Visibility Rules

Control which courses users can see in the catalog

Mandatory Training

Set up required training that users must complete

Individual Training Assignment

Assign courses to specific individual users

Course Deadlines & Reminders

Set due dates and understand approaching and overdue reminder notifications

Training Expiry & Renewals

How certificate expiry, renewal windows, and re-assignment work after training expires

Group Training Assignment

Assign courses to entire groups at once

Dynamic Groups vs Static Groups vs Individual Assignment

Choose between rule-based Dynamic Groups, reusable static/manual groups, and individual assignment

Visibility Rules vs Assignment

When catalog visibility is enough, and when you must assign training so learners must complete it

Due Dates vs Training Expiry

When to use course due dates for chasing completion versus expiry and renewals for certificate validity