How To: Create a Group

Modified on Wed, 01 May 2024 at 11:48 AM

How to Create a Group

Using the Instructor role, the New Group button is at the top of the page and the Group Management option is available from the main XED side navigation pane. 

Generally speaking, the first action when setting up XED, even before importing users, is to create a Group(s). A group is a good way to segment learners for tracking progress and reporting in an organized manner. This action also produces a Group Key, which is what’s used to activate course(s) learning content and assignments; this code is needed when importing or registering a user. XED allows for creating an unlimited number of Groups. 

Once established, then Group Management is available for those wanting to determine the course learning pathway using various parameters (settings/options). This article will document the procedural steps.

This article will document the procedural steps.


Step 1: From the Instructor role Dashboard, click the NEW GROUP button at the top of the page. 


Step 2: Complete all or at least the “Mandatory fields” – Group Name, Start date, Finish date. This information can be edited later, as needed, from Group Management (discussed later in this article). The start and finish dates must be within your license activation dates. 

Note ➤ Although not a required field, it is highly recommended to enter an estimated value in the Learners Limit field to prevent the course activation code (Group Key) from going viral. This will protect your available license inventory. For instances, if you’re a school and you have 18 students on the class roster than you might consider entering 20 in this field initially.

Step 3: Immediately after selecting a Finish Date value, a new section appears, labeled “Select Category”, from which you can select a product option then select one or multiple related courses. 

Step 4: After selecting the applicable category option, another section appears, labeled Select Course”, from which you can select each applicable course and determine learning levels. 


Step 5: Click SAVE when done. Below is an image of a saved Group. Essentially, you’re now in Group Management mode without clicking the navigation pane menu icon. 


At this point, you can disregard the Parameters section tabs, which leaves all default settings in place, or edit the default values accordingly. To the right of the Group Name field now appears the Group Key and related course activation code, and a convenient Copy button. 

▶️ Video: Group Management

In this video, learn how to create, manage, and navigate groups in the Group Management space.

If you need additional assistance or encounter an error or issue during this process, submit a support ticket to If possible or applicable, attached a full-page screen image depicting the error or issue you’re experiencing. 


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