Manage Group Categories

Administrators control who has access to Groups in a category by adding specific permissions to categories. You can create rules per user’s job in each category. These permissions can be set per group category based on jobs and your academy’s organizational structure.

Navigation: UKG Learning > Social Workspace > Groups > Categories

  1. Locate the Section for the Category. Use the Search field if needed.
  2. Select Go to categories.
  3. Select + Add category. A pop-up window opens.
  4. Enter the name of the category.
  5. Select Save.
  6. Each Category has four options:
    Category_Icons2.png
    • Permissions (lock icon) - Add or modify permissions for a category. Administrators and training managers have access to all categories with no specific permissions required.

      Give the permissions to Content Managers or All Employees by selecting the checkbox.

      You can also choose specific jobs and give permissions to specific units and above units. Select Add Job/Unit Criteria and select the desired job(s), above unit(s), and unit(s). Use the View Selected link to filter on your selected values.

    • Edit Category (pen and paper icon) - Change the category's name
    • Create Subcategory (plus icon) - Creates a sub-category under the selected category
    • Delete Category (trash can icon) - Removes the category from your Academy.
  7. Select Save after making any changes.

Note:

  • A category presents the groups of all its subcategories.
  • If you delete a category, all groups included are moved to the Without Category section in Categories.
  • If you delete a subcategory, all its groups are moved to the parent category.

 

 

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