A Person Category Group allows for organisation of users based on roles, responsibilities, or compliance requirements, making it easier to assign training, track progress, and meet regulatory obligations. For example, create a group called SM&CR Roles with categories like Senior Manager, Certified Staff, and Support Staff, then assign relevant training or policies to each group. This targeted approach improves efficiency, simplifies reporting, and ensures the right users receive the right content at the right time.
Super Administrators and SM&CR Administrators on LMS² sites can create person category groups in site settings.
To do this, watch the video, or follow the steps below.
Switch to admin view.
Click Settings, then select Global Settings.
Click Manage Features tab, then click Person Category Groups tile.
Click Create Group, then enter a name for the category group.
In Category Label, enter an abbreviation for the name of the group, used when assigning categories to users.
Select a colour to represent the person category group.
Select relevant options to apply to the category.
Click the green tick to save.
Available options
Option | Description |
Categories can be assigned from the main menu | Allows an area administrator to assign the categories in bulk to multiple users via main menu. |
Allow admins to assign categories via the user profile, and allow learners to see their assigned categories in their profile | Allow administrators to assign categories to users when viewing their profile. Will also mean the user can see the category(s) in their profile. |
Documents can be uploaded to the categories
| Enable ability to upload a document to the category. |
Allow user to upload files to the category in the user profile
| Allow users to upload a file within a category. |
Specify Legal Entity when assigning categories
| With created responsibilities map in the LMS, this category enables aligning the categories to a specific legal entity when assigning to users. |
Manage person category groups
After creating the person category group, create categories within it.
To edit details of the person category group, click the pencil icon in the heading of the relevant person category group.
To delete a person category group, click the dustbin icon. Can only delete person category groups without categories