Manually Create Site Branches

Manually Create Site Branches

OVERVIEW

Branches are site wide groups that can be created manually by users with the Site Admin role.

Branches = Segments (Depending on your site preferences)

MANUALLY CREATE SITE BRANCHES 


Step 1: Click on "Site admin", followed by "User Management", and then "Manage branches/Segments."






Step 2: Click on (1) "Add new branch", enter your branch (2) Name, optional (3) Branch ID, optional (4) Description, then (5) "Save changes."
‚Äč





Note: Branch ID is required to bulk add users to branches.

Step 3: After saving, your site branches will be listed in the Site branches tab. 



    • Related Articles

    • Bulk Create Site Branches

      OVERVIEW If a large number of branches need to be created, users with the Site Admin role can upload a text (.csv) file to create branches in bulk. FILE FORMAT REQUIRED You can use the bulk upload template provided below. All that is required is the ...
    • Manually Add Users to Branches

      OVERVIEW Users with the Site Admin role can manually add users to existing branches. MANUALLY ADD USERS TO BRANCHES Step 1: Click on "Site admin", followed by "User Management", then "Manage branches." Step 2: Click on the user icon (shown below) of ...
    • Sync Branches with Course Groups

      OVERVIEW You can sync site wide branches with course level groups by adding the "Branch to members" enrollment method within a specific course. This will allow all members of the specified branch who enroll for your course to be added to the same ...
    • Manually Create Course Groups

      OVERVIEW You can manually create course groups.  CREATE COURSE GROUPS Step 1: In the relevant course, click on "Course admin", followed by "Users " and the "Course groups." Step 2: On the "Course groups" page, click on "Create group." Step 3: Give ...
    • Manually Enroll Learners

      OVERVIEW You can manually enroll existing users into your courses via the enrollment methods page or the enrolled users page. ENROLLMENT METHODS (MANUAL ENROLLMENTS) Step 1: In the relevant course, click on "Enrollment methods" and make sure that the ...