Grouping Users makes it easier to assign Courses and Learning Paths to multiple people at once. In BrainStation, you can create a Subteam to assign Courses and run reports for that group. This grouping feature is often used for departments, locations, or permission-based groups inside an organization.

Creating a Subteam:

• Go to the Team Dashboard.

• Click Manage Teams from the dashboard menu.
• Select Manage Subteams from the drop-down list.

• On the Subteam page, click + Create New Subteam.

• Enter a name for your Subteam.

• Select Add Learners to choose the Users you want in this Subteam.

• This will open up a box with all of the Users associated to the Team listed.
• Select the Users that you want in this Subteam.
• Once all the Users have been selected, click Submit.

• From here you will see all the details of your Subteam.
• You can add and remove Users before finalizing your Subteam.
• If everything looks good, select Submit.

• You will see a pop-up box notifying you that the Subteam had been added successfully.
• Your new Subteam will be added to the Subteam page.

Viewing a Subteam:

• Click View next to the Subteam you would like to view.

• Here, you can see which Users have been added and whether any Courses or Learning Paths are assigned to the Subteam.

Editing a Subteam:

• Click Edit next to the Subteam you would like to edit.

• Selecting Edit will bring you into the Subteam.
• From here, you can edit the name, add learners, and/or remove Users from the Subteam.
• When you are finished editing the Subteam, select Submit to save the changes.

Assigning Courses to a Subteam:

• Choose Assign Courses for the Subteam you want to assign Courses to.

• From here, you can select all the Courses you would like to assign to the Subteam.
• You can use the Due Date section in the top left corner to select a due date for the Course(s).

• After you have selected the Course(s) you would like to assign to this Subteam, select + Assign Course(s).

• You will be redirected to the Subteam page when you assign the Course(s).
• The assigned Courses will be shown when you view the Subteam.

Assigning Learning Paths to a Subteam:

• Choose Assign Learning Path for the Subteam you want to assign a Learning Path(s) to.

• From here, you can select the Learning Path(s) you would like to assign to the Subteam.
• You can use the Due Date section in the top left corner to select a due date for the Learning Path(s).

• After you have selected the Learning Path(s) you would like to assign to this Subteam, select + Assign Learning Path(s).

• You will be redirected to the Subteam page when you assign the Learning Path(s).
• The assigned Learning Path(s) will be shown when you view the Subteam.

Deleting a Subteam:

• Choose Delete for the Subteam you want to delete.

Reporting on a Subteam:

• Go to the Team Dashboard.
• Click Reports from the dashboard menu.
• Select Complete Report from the drop-down list.

• On the Complete Report page, choose the Subteam you want to generate a report for.
• You can customize this report by editing the following fields:
  • Start Date
  • End Date
  • Status

• When you are ready to generate the report, select Get Report.

• The Complete Report shows all Users in the Subteam and the Courses and Learning Paths they are currently progressing through.

• You can download the Complete Report as a CSV or PDF from this page.
• To generate another report, select Reset to clear the current settings.