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 attendees and one for trainers.
This article will walk you through how to create both groups and assign the right permissions.
👥 Attendee groups
Learners must belong to at least one attendee group to register for a Sessions event series. If you don’t already have groups set up, follow these steps:
🔧 How to create an attendee group
Go to Control > Groups
Click Create group and name it something like attendees or trainees
No permissions are needed for this group
Go to the People tab
Click Add user (top right) to add users to the group
🧑🏫 Trainer groups
Each platform also needs at least one trainer group. Trainers in this group can:
Create or edit event series
Email participants
Submit attendance
Be selected as hosts for events
🔧 How to create a trainer group
In Control > Groups, click Create group and name it trainers
Click the Roles tab
Click Add user roles
Add the following role to the group:
Trainer
👀 Good to know:
When you create a new group, you must grant the trainer permission to view it otherwise they won't be able to add it to events.
✅ What to check after setup
Make sure all Session attendees are in at least one attendee group
Confirm trainer groups have the required permissions for each attendee group
👉 You can now continue to set up Automations for your Sessions.