This instruction is part of the Sessions guide.
Before using sessions, you need to set up two key group types in Control > Groups:
One for participants
One for trainers
This article walks you through how to create both groups and assign the right permissions.
👥 Participants group
Learners must belong to at least one participant group to register for a session.
If you don’t already have groups set up, follow these steps:
Go to Control > Groups
Click Create group and name it something like Participants
Go to the People tab
Click Add user (top right) to add users to the group
🔥 Important:
Participants won’t see or register for a session unless they belong to a group that has been targeted in automations.
🧑🏫 Trainer groups
There also has to be at least one trainer group. Trainers in this group can:
Create or edit events
Email participants
Submit attendance
Be selected as hosts for events
Without a trainer group, trainers won't be able to be selected as trainers for events so adding events to sessions will not work.
In Control > Groups, click Create group and name it Trainers
Add users to the group in the People tab
Go to the Roles tab
Under User roles, check the box for Trainer
In the Groups field, select the group(s) the trainer should manage (e.g. Participants)
Click Update group roles
✏️ Note:
Selecting the Participants group means these trainers will be able to:
Add, edit, and manage events within sessions
Manage learners who belong to the Participants group
🔥 Important:
If you don’t assign a trainer group, trainers can’t be selected as event hosts and won’t be able to create events
Trainers must be granted visibility to at least one participant group in order to assign it to events
👤 Assigning trainer permissions to individuals
Alternatively, you can also grant trainer permissions to specific individuals.
To do this:
Go to Control > Users
Select the specific user
Click the Roles tab
Check the Trainer box
Select the group(s) they should manage (e.g. Europe)
Click Update roles
💡 Use this approach when only one person needs to manage events for a specific audience, without creating a full trainer group.
✏️ Note:
This may make setting up automations more tricky!
👉 You can now continue to set up Automations for your Sessions.