User Groups, Sites & Regions

In Pixaera, it is possible to create groups, sites and regions, and add users to their respective locations or departments depending on how you would like to set it up.

⚡Please note: You will need the Admin or Manager role in order to be able to add/edit groups/regions/sites.

💡Why should I set up groups, regions and sites?

The biggest benefit of adding groups, regions and sites to your Pixaera account is so you can group and compare your data based on project, department, location or country.

You can assess which regions are completing the most training, or where the knowledge gaps are in a particular team, by filtering by a specific grouping or analysing a chart comparing the various locations and groups.

Please see here for a full guide on reporting in Pixaera.

How to create a Group, Region or Site

1. Click ‘Users’, then ‘Filter’ to open the filters.
   
   
2. Click ‘+ Add’ next to Regions, Sites, or Groups, depending on which one you would like to create. 
   
3. You can type in the following:
   
   a. Name (required) - e.g. ‘London’
   
   b. ID Code (optional) - This could be relevant to link the Pixaera group/site/region with the corresponding structure in your LMS or HR platform.
   
   c. Short description (optional, up to 100 characters) - e.g. ‘This group contains all of the team members at our London site’

Please see below an example of this information being filled out:

When you have filled in all relevant details, just click ‘Save’ to create the new grouping.

How to edit/delete a Group, Region or Site

1. Click ‘Users’, then ‘Filter’ to open the filters.
   
2. Click ‘Edit’ next to Regions, Sites, or Groups, depending on which one you would like to edit/delete.
   
   
   
3. Click on the group/region/site you would like to edit/delete.
   
   
   
   
4. Change any details you would like to edit, or if you need to delete the site you can click the button on the right.
   
   

How to assign one or more users to a specific Group, Region or Site

Assigning one user to groups/regions/sites

1. Go to the Users menu.
2. Click the three dots on the right hand side of the user you would like to add to a site and click ‘Edit’.
   
   
   
3. Amend the user’s region, sites or groups by clicking on each one and selecting from the drop-down menu.
4. Click ‘Submit’ when you’re finished to apply the changes.
   You can also use this view to remove users from sites that they no longer need to be a part of.
   
   

Assigning multiple users to groups/regions/sites

1. Go to the Users menu.
2. Select the users you would like to add to the site(s) and then ‘Bulk Actions’, followed by ‘Edit Group’, ‘Edit Site’ or ‘Edit Region’ depending on which one you need.
   
   
3. Check the correct boxes for these users depending on which group/region/site you would like to add them to. Hit ‘Save’ when you’re finished.
   
   

You can also use this view to remove users from sites that they no longer need to be a part of by deselecting the box for that site.

FAQ

• How can I see which users are in which group/region/site?

  The best way to do this would be to navigate to the Reports menu and filter by the group/region/site. You will see a list of relevant users in the ‘Overall Activity’ menu. We are working on a group management page which will give you better visibility and easier management of your group, region and site structures.

• Can I bulk add users to groups via CSV upload?

  This is currently not supported, you would need to individually add the user(s) to the correct groups/regions/sites after you have set up their logins.