Account owners have the highest level of iQualify permissions for their organisation. As an account owner, you have access to the User & Group Management area of iQualify settings. Group management allows you to create your own groups for messaging and reporting purposes. You can:
Create a group by uploading a CSV file.
Search groups by name and/or filter by whether groups are populated or not.
Edit and refresh your groups to keep them current.
Download data about your group as a CSV file.
Send messages to your group using the message function.
How to access Group Management
Select your avatar (profile icon) in the top right, and then choose iQualify settings.
Select User & Group Management from the left navigation menu that appears.
Select the Group Management tab to begin creating your group.
Searching and filtering
Search groups by name, and/or filter by whether groups are populated or not.
Creating groups
To create a group, select the button + Create Group. Give your group a name, and select Create.
You will then be prompted to upload a CSV file to create a group list from. Select Upload CSV.
Note: Your CSV file needs to contain a header row named email_address. And all formatting needs to be removed from the CSV file before uploading it. See the example below.
You will then get a chance to check the learners in the group. To save the group select the Update button.
Editing and refreshing groups
To edit your group, search for your group and/or select your group from the chips at the bottom of the screen. On the chip select the pencil icon. Make your changes and then select Refresh.
Downloading data
Select your group and then the download icon to download your groups’ data as a CSV file. The information available will be what you uploaded e.g. First name, Last name, Email.
Sending your group a message
You can send a message to your group by selecting the message icon. A form will display with a Subject field, and Message field for your message.
