Letting learners assign themselves to a group saves time and gives users more control over their learning experience.
What are self-assignable groups?
Self-assignable groups are perfect when you have large learner numbers, optional team structures, or want to simplify subgroup management.
How to enable the feature
To use self-assignable groups, enable the feature in your platform settings:
Go to Control > Settings > Features > "Administration & Reporting"
Find Self-assignable groups
Check the box to Enable it
How to create a self-assign automation
Once the feature is enabled, set up an automation to trigger group selection.
Step 1. Go to Control > Behaviour > Automations
Step 2. Click Create new automation
Set the event type to Check periodically
Step 3. Set the condition
Use Unconditional if you want all users to see the group picker
Step 4. Add the action Self-assign to group
Write a clear label learners will see (e.g. In which team are you working?)
Select the relevant group types
Step 5. Choose your options:
✅ Required: Learners must pick a group before continuing
📂 Show only subgroups of groups where the user is a member of: Limits selection to subgroups within their parent group
Step 6. Save your automation
That's all 🚀 Afterwards, the learners will be able to assign themselves to a group on the platform.
How learners select and change their group
After your automation runs, learners will see a pop-up asking them to select a group.
They'll be redirected to their profile, where they can:
Choose a group from a drop-down
Save their selection
To change their group, they'll have to go back to their profile and change the group they are in.
👀 Behaviour details and edge cases
If Required is unchecked:
Learners can dismiss the pop-up
It reappears every 7 days until a group is selected
If Required is checked:
Learners can’t use the platform until they pick a group
They’ll be redirected to group selection at every login
🔥 Important: If using the Show only subgroups... option:
The parent and subgroup must have different group types
Example structure:
Group | Type |
Trainees | Function |
Content creators (subgroup) | Team |
Developers (subgroup) | Team |
Project Managers (subgroup) | Team |
For more information, check out this article
🔥 Pro tip: Limit group switching
If you only want users to choose their group once, don’t use an Unconditional automation.
Instead, use a condition like:
Is group: None
Enable the Negate checkbox
This way, only users without a group can see the group picker
