Account owners 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:

Select your avatar (profile icon) in the top right, and then choose iQualify settings.

Select User & Group Management from the left navigation menu.

Select the Group Management tab to begin creating your group.

Search groups by name, and/or filter by whether groups are populated or not.

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.

You will then get a chance to check the learners in the group. To save the group, select the Update button.

To view your group, search for your group and/or select your group from the list of groups at the bottom of the screen.

Select the pencil icon on the group to open the details and options for that group.

From here you can edit the group, download data, or send a message.

Edit group data using Replace CSV to upload an updated CSV with the new group data. Then select Refresh.

Download group data using the download icon (down arrow with underline) to download your groups’ data as a CSV file.

The information available will be what you uploaded e.g. First name, Last name, Email.

Send a message to a group using the envelope icon. A form will display with Subject and Message fields.

When you're ready, select Send to email your message to the group.