--- title: "Home Groups and Their Impact" slug: "home-groups-and-their-impact" updated: 2023-03-31T15:38:52Z published: 2023-03-31T15:38:52Z canonical: "support.smarteru.com/home-groups-and-their-impact" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.smarteru.com/llms.txt > Use this file to discover all available pages before exploring further. # Home Groups and Their Impact A user’s [home group](/v1/docs/home-groups) controls what learners and users can view, edit, and do in SmarterU. Home groups have an impact on the following: - [Learner interface](/v1/docs/home-groups-and-their-impact#learner-interface) - [Account](/v1/docs/home-groups-and-their-impact#account) - [Courses](/v1/docs/home-groups-and-their-impact#courses) - [Dashboard sets](/v1/docs/home-groups-and-their-impact#dashboard-sets) - [Emails](/v1/docs/home-groups-and-their-impact#emails) - [Enrollments](/v1/docs/home-groups-and-their-impact#enrollments) - [Groups](/v1/docs/home-groups-and-their-impact#groups) - [Learning plans](/v1/docs/home-groups-and-their-impact#learning-plans) - [Permissions](/v1/docs/home-groups-and-their-impact#permissions) - [Reporting](/v1/docs/home-groups-and-their-impact#reporting) - [Users](/v1/docs/home-groups-and-their-impact#users) The various aspects within each area are detailed below and include links to related sections. ## Learner Interface ### Group Logo If [home group branding is enabled for the account](https://support.smarteru.com/docs/account-settings#enable-home-group-branding), you can display a group-specific logo in the learner interface. ![Learner UI - Group Logo 20221223](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Learner%20UI%20-%20Group%20Logo%2020221223.png) To do this, you’ll need to [upload the group’s logo](https://support.smarteru.com/v1/docs/group-group-information#logo) and [configure the dashboard set used by the group to show the logo](https://support.smarteru.com/docs/dashboard-set-customization#home-group-logo-location). Related sections: - [Account: Home Group Branding](/v1/docs/home-groups-and-their-impact#home-group-branding) - [Dashboard Sets: Group Logo](/v1/docs/home-groups-and-their-impact#group-logo) - [Groups: Group Logo](/v1/docs/home-groups-and-their-impact#group-logo2) ### Group Message If [home group branding is enabled for the account](https://support.smarteru.com/docs/account-settings#enable-home-group-branding), you can display a message to users with that home group. The group-specific message displays at the top of each page in the learner interface. ![Learner UI - Group Message 20221223](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Learner%20UI%20-%20Group%20Message%2020221223.png) To do this, you’ll need to [specify a message for the group](https://support.smarteru.com/docs/group-home-group-message). Related sections: - [Account: Home Group Branding](/v1/docs/home-groups-and-their-impact#home-group-branding) - [Groups: Group Message](/v1/docs/home-groups-and-their-impact#group-message) ### Group Name If [home group branding is enabled for the account](https://support.smarteru.com/docs/account-settings#enable-home-group-branding), you can display the [group’s name](https://support.smarteru.com/v1/docs/group-group-information#name) in the learner interface. ![Learner UI - Group Name 20221227](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Learner%20UI%20-%20Group%20Name%2020221227.png) To do this, you’ll need to specify the [location of the group’s name in the dashboard set](https://support.smarteru.com/docs/dashboard-set-customization#home-group-name-location) used by the group. Related sections: - [Account: Home Group Branding](/v1/docs/home-groups-and-their-impact#home-group-branding) - [Groups: Group Name](/v1/docs/home-groups-and-their-impact#group-name) - [Dashboard Sets: Group Name](/v1/docs/home-groups-and-their-impact#group-name) ### User Help Text and Email If [user help is enabled for the account](https://support.smarteru.com/docs/account-settings#enable-user-help), you can [customize the email address and text for the group](https://support.smarteru.com/docs/group-group-information#user-help-email). ![Learner UI - User Help Link 20221227](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Learner%20UI%20-%20User%20Help%20Link%2020221227.png) Related sections: - [Account: User Help Text and Email](/v1/docs/home-groups-and-their-impact#user-help-text-and-email) - [Groups: User Help Text and Email](/v1/docs/home-groups-and-their-impact#user-help-text-and-email) ### Leaderboard Point Ranking If the user’s dashboard set displays a [leaderboard page](https://support.smarteru.com/docs/leaderboard), the point ranking widget can be configured to display information for the user’s home group. ![Learner UI - Leaderboard Point Ranking 20221227](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Learner%20UI%20-%20Leaderboard%20Point%20Ranking%2020221227.png) To do this, you’ll need to include a [leaderboard page](https://support.smarteru.com/docs/page-configuration-for-leaderboard-pages) in the dashboard set used by the group, then select the [**Leaderboard Type** setting’s *Home Group* option](https://support.smarteru.com/v1/docs/page-configuration-for-leaderboard-pages#leaderboard-type). If you’re creating a custom page and using the point ranking widget, select the [widget’s **Leaderboard Type** setting’s *Home Group* option](https://support.smarteru.com/docs/page-configuration-for-point-ranking-widget#leaderboard-type). No special configuration is needed for the point tracker to have it display the point ranking by home group. Related sections: - [Dashboard Sets: Leaderboard Point Ranking](/v1/docs/home-groups-and-their-impact#leaderboard-point-ranking) ### External Course Pages If the [account allows for external course submissions](https://support.smarteru.com/v1/docs/account-external-course-submission#enable-external-course-submission), you can specify whether the [enrollment occurs through the user’s home group](https://support.smarteru.com/docs/account-external-course-submission#enable-home-group-enrollment). ![Learner UI - External Course Page 20221227](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Learner%20UI%20-%20External%20Course%20Page%2020221227.png) Related sections: - [Account: External Course Submissions](/v1/docs/home-groups-and-their-impact#external-course-submissions) ### External Storefronts If a new user purchases a course from an external storefront, their home group will be set to the [group that’s configured for the storefront](https://support.smarteru.com/v1/docs/external-storefront-configuration#group-required) when they’re added to SmarterU. This is similar to how the [first group selected](https://support.smarteru.com/docs/user-group-permissions) is set as the user’s home group when a [user is added through the Users Dashboard](https://support.smarteru.com/docs/adding-a-user-manually). Related sections: - [Users: Assigning a Home Group](/v1/docs/home-groups-and-their-impact#assigning-a-home-group) ## Account ### Home Group Branding ![Account - Home Group Branding 20221223](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Account%20-%20Home%20Group%20Branding%2020221223.png) If [home group branding is enabled for the account](https://support.smarteru.com/docs/account-settings#enable-home-group-branding), you can: - Display a group-specific logo in dashboard sets. To do this, you’ll need to [upload the group’s logo](https://support.smarteru.com/v1/docs/group-group-information#logo) and [configure the dashboard set used by the group to show the group logo](https://support.smarteru.com/docs/dashboard-set-customization#home-group-logo-location). - Display the group’s name in dashboard sets. To do this, you’ll need to specify the [location of the group’s name in the dashboard set](https://support.smarteru.com/docs/dashboard-set-customization#home-group-name-location) used by the group. - Display a group-specific message in the learner interface. To do this, you’ll need to [specify a message for the group](https://support.smarteru.com/docs/group-home-group-message). Related sections: - [Dashboard Sets: Group Logo](/v1/docs/home-groups-and-their-impact#group-logo) - [Groups: Group Logo](/v1/docs/home-groups-and-their-impact#group-logo) ### Home Group Reporting Enabling the [account’s **Home Group Reporting** setting](/v1/docs/home-group-reporting) expands what a user with reporting permission can view without having to grant the user additional permissions. It lets the user view all course enrollments for learners whose home group is the one where they have reporting permission, regardless of the group that the enrollment occurred. ### Supervisor Access If the [account’s **Supervisor Access** setting’s](https://support.smarteru.com/docs/supervisor-access#enroll-supervisees) *Enroll Supervisees* option is enabled, supervisors will be able to enroll supervisees in courses. However, if the supervisor does not have other permissions, the enrollment can only occur through the supervisee’s home group. ![Account - Supervisor Access - Enroll Supervisees 20221227](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Account%20-%20Supervisor%20Access%20-%20Enroll%20Supervisees%2020221227.png) Related sections: - [Enrollments: Supervisee Enrollments](/v1/docs/home-groups-and-their-impact#supervisee-enrollments) ### Course Manager Access If the [account’s **Course Manager Access** setting’s](https://support.smarteru.com/docs/course-manager-access#enroll-learners-option) *Enroll Learners* option is selected, course managers will be able to enroll learners into courses through the learner’s home group, or through a specific group. Related sections: - [Enrollments: Course Manager Enrollments](/v1/docs/home-groups-and-their-impact#course-manager-enrollments) ### Customizing Grids To display a user’s home group in the grid of the [Users Dashboard](/v1/docs/users-dashboard) or [ILT Attendance Dashboard](/v1/docs/ilt-attendance-dashboard), edit the account and [include the Home Group column](https://support.smarteru.com/docs/account-grid-columns). ![Account - Customize Grid Columns 20230110](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Account%20-%20Customize%20Grid%20Columns%2020230110.png) ### Custom User Fields If you’ve added custom user fields to the account, you can [specify what permission a user needs on the home group](https://support.smarteru.com/docs/account-custom-user-fields#home-group-permission-required-to-view-or-edit) (i.e., GM, VLR, or MU) in order to view or edit the custom user field’s data. ![Account - Custom User Field Permissions 20221227](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Account%20-%20Custom%20User%20Field%20Permissions%2020221227.png) Related sections: - [Users: Custom User Fields](/v1/docs/home-groups-and-their-impact#custom-user-fields) ### Enrollment Automation for Learning Plans and Certifications If [Learning Plans & Certification Enrollment Automation is enabled for the account](https://support.smarteru.com/docs/account-enrollment-automation#enable-learning-plans-certification-enrollment-automation-) and a learning plan is NOT automatically assigned to a group, the [course must be assigned to a learner’s home group](https://support.smarteru.com/docs/group-courses) since enrollments will occur through the home group. (If the learning plan is automatically assigned to a group, automated course enrollments for the learning plan will occur through that group which does not necessarily have to be the learner’s home group.) ![Account - Enrollment Automation 20221227](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Account%20-%20Enrollment%20Automation%2020221227.png) Related sections: - [Enrollments: Automated Enrollments for Learning Plans and Certifications](/v1/docs/home-groups-and-their-impact#automated-enrollments-for-learning-plans-and-certifications) ### External Course Submissions You can specify whether the [account allows for external course submissions](https://support.smarteru.com/v1/docs/account-external-course-submission#enable-external-course-submission). If enabled, you can specify whether the [enrollment occurs through the user’s home group](https://support.smarteru.com/docs/account-external-course-submission#enable-home-group-enrollment). ![Account - External Course Submissions 20221227](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Account%20-%20External%20Course%20Submissions%2020221227.png) Related sections: - [Learner Interface: External Course Pages](/v1/docs/home-groups-and-their-impact#external-course-pages) ### User Help Text and Email You can [specify whether a link to request help is displayed for the account](https://support.smarteru.com/docs/account-settings#enable-user-help). ![Account - User Help 20221227](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Account%20-%20User%20Help%2020221227.png) You can [customize the help link’s email address and text seen by each user based on their home group](https://support.smarteru.com/docs/group-group-information#user-help-email). Related sections: - [Learner Interface: User Help Text and Email](/v1/docs/home-groups-and-their-impact#user-help-text-and-email) - [Groups: User Help Text and Email](/v1/docs/home-groups-and-their-impact#user-help-text-and-email) ## Courses ### Task Completion Notifications The [completion notification email for an online course’s task](https://support.smarteru.com/docs/group-group-information#send-course-completion-notification) can be sent to a learner’s [home group contact](https://support.smarteru.com/docs/online-course-tasks-notifications#send-to-home-group-contact). ![Online Course Task - Send to Home Group Contact 20221227](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Online%20Course%20Task%20-%20Send%20to%20Home%20Group%20Contact%2020221227.png) Related sections: - [Groups: Home Group Contact](/v1/docs/home-groups-and-their-impact#home-group-contact) ## Dashboard Sets ### Availability You can control the dashboard set that’s used by learners with a specific home group by selecting the [**Availability** setting’s Home Group option](https://support.smarteru.com/docs/dashboard-set-scope-of-availability), then selecting the group. In the example below, the dashboard set’s availability is the Manufacturing group; learners whose home group is Manufacturing will see this dashboard set. ![Dashboard Set - Scope of Availability 20221228](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Dashboard%20Set%20-%20Scope%20of%20Availability%2020221228.png) ### Group Logo If [home group branding is enabled for the account](https://support.smarteru.com/docs/account-settings#enable-home-group-branding), you can display a group-specific logo in the learner interface. To do this, you’ll need to [upload the group’s logo](https://support.smarteru.com/v1/docs/group-group-information#logo) and [configure the dashboard set used by the group to show the logo](https://support.smarteru.com/docs/dashboard-set-customization#home-group-logo-location). ![Dashboard Set - Home Group Logo Location 20221227](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Dashboard%20Set%20-%20Home%20Group%20Logo%20Location%2020221227.png) Related sections: - [Account: Home Group Branding](/v1/docs/home-groups-and-their-impact#home-group-branding) - [Groups: Group Logo](/v1/docs/home-groups-and-their-impact#group-logo) - [Learner Interface: Group Logo](/v1/docs/home-groups-and-their-impact#group-logo) ### Group Name If [home group branding is enabled for the account](https://support.smarteru.com/docs/account-settings#enable-home-group-branding), you can display the [group’s name](https://support.smarteru.com/v1/docs/group-group-information#name) in the learner interface. To do this, you’ll need to specify the [location of the group’s name in the dashboard set](https://support.smarteru.com/docs/dashboard-set-customization#home-group-name-location) used by the group. ![Dashboard Set - Home Group Name Location 20221228](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Dashboard%20Set%20-%20Home%20Group%20Name%20Location%2020221228.png) Related sections: - [Learner Interface: Group Name](/v1/docs/home-groups-and-their-impact#group-name) - [Account: Home Group Branding](/v1/docs/home-groups-and-their-impact#home-group-branding) - [Groups: Group Name](/v1/docs/home-groups-and-their-impact#group-name) ### Leaderboard Point Ranking If the user’s dashboard set displays a [leaderboard page](https://support.smarteru.com/docs/leaderboard), the point ranking widget can be configured to display information for the user’s home group. To do this, you’ll need to include a [leaderboard page](https://support.smarteru.com/docs/page-configuration-for-leaderboard-pages) in the dashboard set used by the group, then select the [**Leaderboard Type** setting’s *Home Group* option](https://support.smarteru.com/v1/docs/page-configuration-for-leaderboard-pages#leaderboard-type). ![Dashboard Set - Category - Leaderboard Type 20221228](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Dashboard%20Set%20-%20Category%20-%20Leaderboard%20Type%2020221228.png) If you’re creating a custom page and using the point ranking widget, select the [widget’s **Leaderboard Type** setting’s *Home Group* option](https://support.smarteru.com/docs/page-configuration-for-point-ranking-widget#leaderboard-type). No special configuration is needed for the point tracker to have it display the point ranking by home group.   Related sections: - [Learner Interface: Leaderboard Point Ranking](/v1/docs/home-groups-and-their-impact#leaderboard-point-ranking) ## Emails ### Certification Completion to Home Group Contact When a learner completes a certification, the [certificate’s selected certification completion email template](https://support.smarteru.com/docs/certification-notifications#send-to-home-group-contact) can be sent to their home group’s contacts. Related sections: - [Groups: Home Group Contact](/v1/docs/home-groups-and-their-impact#home-group-contact) - [Learning Plans: Certification Completion Notification to Home Group Contact](/v1/docs/home-groups-and-their-impact#certification-completion-notification-to-home-group-contact) ## Enrollments ### Automated Enrollments for Learning Plans and Certifications If [Learning Plans & Certification Enrollment Automation is enabled for the account](https://support.smarteru.com/docs/account-enrollment-automation#enable-learning-plans-certification-enrollment-automation-) and a learning plan is NOT automatically assigned to a group, the [course must be assigned to a learner’s home group](https://support.smarteru.com/docs/group-courses) since enrollments will occur through the home group. (If the learning plan is automatically assigned to a group, automated course enrollments for the learning plan will occur through that group.) Related sections: - [Account: Enrollment Automation for Learning Plans and Certifications](/v1/docs/home-groups-and-their-impact#enrollment-automation-for-learning-plans-and-certifications) ### Enrolling by Home Group When [enrolling learners by home group](https://support.smarteru.com/docs/enrolling-users-selecting-learners#enroll-by-home-group), the course or subscription must be assigned to their home group. ### External Course Submissions You can specify whether the [account allows for external course submissions](https://support.smarteru.com/v1/docs/account-external-course-submission#enable-external-course-submission). If enabled, you can specify whether the [enrollment occurs through the user’s home group](https://support.smarteru.com/docs/account-external-course-submission#enable-home-group-enrollment). Related sections: - [Learner Interface: External Course Pages](/v1/docs/home-groups-and-their-impact#external-course-pages) - [Account: External Course Submissions](/v1/docs/home-groups-and-their-impact#external-course-submissions) ### Historical Course Enrollments When [adding historical training to a learner](https://support.smarteru.com/docs/adding-historical-training), the [course must be assigned to the learner’s home group](https://support.smarteru.com/docs/group-courses). ### Learning Plan Course Enrollments In order to enroll a learner in a learning plan's courses, the courses must be assigned to the user's home group when you assign the learning plan from the following: - [Users Dashboard](https://support.smarteru.com/docs/assigning-learning-plans-to-a-user#assigning-learning-plans-using-the-users-dashboard) - [User import](https://support.smarteru.com/docs/assigning-learning-plans-to-a-user#assigning-learning-plans-using-the-user-import) - [API](https://support.smarteru.com/docs/assigning-learning-plans-to-a-user#assigning-learning-plans-using-the-api) ### Course Manager Enrollments If the [account’s **Course Manager Access** setting’s *Enroll Learners* option](https://support.smarteru.com/docs/course-manager-access#enroll-learners-option) is selected, course managers will be able to enroll learners into courses through the learner’s home group, or through a specific group. Related sections: - [Account: Course Manager Access](/v1/docs/home-groups-and-their-impact#course-manager-access) ### Supervisee Enrollments If the [account’s **Supervisor Access** setting’s *Enroll Supervisees* option](https://support.smarteru.com/docs/supervisor-access#enroll-supervisees) is selected, supervisors will be able to enroll supervisees in courses. However, if the supervisor does not have other permissions, the enrollment can only occur through the supervisee’s home group. ![Manual Enrollment - Home Group Only 20221114(1)](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Manual%20Enrollment%20-%20Home%20Group%20Only%2020221114(1).png) Related sections: - [Account: Supervisor Access](/v1/docs/home-groups-and-their-impact#supervisor-access) - [Enrollments: Supervisee Enrollments](/v1/docs/home-groups-and-their-impact#supervisee-enrollments) ## Groups ### Group Logo You can [upload a logo for each group](https://support.smarteru.com/v1/docs/group-group-information#logo). ![Group - Group Logo 20221227](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Group%20-%20Group%20Logo%2020221227.png) If [home group branding is enabled for the account](https://support.smarteru.com/docs/account-settings#enable-home-group-branding), you can display the group’s logo in the learner interface. To do this, you’ll need to [upload the group’s logo](https://support.smarteru.com/v1/docs/group-group-information#logo) and [configure the dashboard set used by the group to show the logo](https://support.smarteru.com/docs/dashboard-set-customization#home-group-logo-location). Related sections: - [Account: Home Group Branding](/v1/docs/home-groups-and-their-impact#home-group-branding) - [Dashboard Sets: Group Logo](/v1/docs/home-groups-and-their-impact#group-logo) - [Learner Interface: Group Logo](/v1/docs/home-groups-and-their-impact#group-logo) ### Group Message You can [specify a message for the group](https://support.smarteru.com/docs/group-home-group-message). ![Group - Group Message 20221227](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Group%20-%20Group%20Message%2020221227.png) If [home group branding is enabled for the account](https://support.smarteru.com/docs/account-settings#enable-home-group-branding), you can display the message to users with that home group. The group-specific message displays at the top of each page in the learner interface. Related sections: - [Account: Home Group Branding](/v1/docs/home-groups-and-their-impact#home-group-branding) - [Learner Interface: Group Message](/v1/docs/home-groups-and-their-impact#group-message) ### Group Name You must specify a name for each group. ![Group - Group Name 20221227](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Group%20-%20Group%20Name%2020221227.png) If [home group branding is enabled for the account](https://support.smarteru.com/docs/account-settings#enable-home-group-branding), you can display the [group’s name](https://support.smarteru.com/v1/docs/group-group-information#name) in the learner interface. To do this, you’ll need to specify the [location of the group’s name in the dashboard set](https://support.smarteru.com/docs/dashboard-set-customization#home-group-name-location) used by the group. Related sections: - [Account: Home Group Branding](/v1/docs/home-groups-and-their-impact#home-group-branding) - [Learner Interface: Group Name](/v1/docs/home-groups-and-their-impact#group-name) - [Dashboard Sets: Group Name](/v1/docs/home-groups-and-their-impact#group-name) ### Home Group Contact The specified email addresses in the [Send Completion Notifications To field](https://support.smarteru.com/docs/group-group-information#send-completion-notifications-to) in the Group Information accordion will receive the [Certification Completion to Home Group Contact email](https://support.smarteru.com/docs/system-email-templates-certification-emails#certification-completion-to-home-group-contact). ![Group - Home Group Contact Emails 20230110](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Group%20-%20Home%20Group%20Contact%20Emails%2020230110.png) Related sections: - [Emails: Certification Completion Notification to Home Group Contact](/v1/docs/home-groups-and-their-impact#certification-completion-to-home-group-contact) ### User Help Text and Email You can [override the account’s user help text settings](https://support.smarteru.com/docs/account-settings#enable-user-help) and [customize the help link’s email address and text seen by each user based on their home group](https://support.smarteru.com/docs/group-group-information#user-help-email). ![Group - User Help 20221228](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Group%20-%20User%20Help%2020221228.png) Related sections: - [Account: User Help Text and Email](/v1/docs/home-groups-and-their-impact#user-help-text-and-email) - [Learner Interface: User Help Text and Email](/v1/docs/home-groups-and-their-impact#user-help-text-and-email) ## Learning Plans ### Automated Enrollments If [Learning Plans & Certification Enrollment Automation is enabled for the account](https://support.smarteru.com/docs/account-enrollment-automation#enable-learning-plans-certification-enrollment-automation-) and a learning plan is NOT automatically assigned to a group, the [course must be assigned to a learner’s home group](https://support.smarteru.com/docs/group-courses) since enrollments will occur through the home group. (If the learning plan is automatically assigned to a group, automated course enrollments for the learning plan will occur through that group.) Related sections: - [Account: Enrollment Automation for Learning Plans and Certifications](/v1/docs/home-groups-and-their-impact#enrollment-automation-for-learning-plans-and-certifications) ### Certification Completion Notification to Home Group Contact You can control [whether the Certification Completion Notification to Home Group Contact email for a certification](https://support.smarteru.com/v1/docs/certification-notifications#send-to-home-group-contact) is sent to home group contacts. Related sections: - [Emails: Certification Completion to Home Group Contact](/v1/docs/home-groups-and-their-impact#certification-completion-to-home-group-contact) - [Groups: Home Group Contact](/v1/docs/home-groups-and-their-impact#home-group-contact) ## Permissions ### Group Manager Group Permission The enrollments visible to a user (e.g.,Enrollment Report, dashboards, etc.) with the [GM group permission](/v1/docs/group-permission-group-manager-gm) will depend on whether the [account's **Home Group Reporting** setting](https://support.smarteru.com/docs/account-settings#enable-home-group-reporting) is enabled. Related sections: - [Account: Home Group Reporting](/v1/docs/home-groups-and-their-impact#home-group-reporting) - [Reporting: Enrollment Report](/v1/docs/home-groups-and-their-impact#enrollment-report) - [Reporting: Filtering by Home Group](/v1/docs/home-groups-and-their-impact#filtering-by-home-group) ### View Learner Reports Group Permission The enrollments visible to a user (e.g.,Enrollment Report, dashboards, etc.) with the [VLR group permission](/v1/docs/group-permission-view-learner-results-vlr) will depend on whether the [account’s **Home Group Reporting** setting](https://support.smarteru.com/docs/account-settings#enable-home-group-reporting) is enabled. Related sections: - [Account: Home Group Reporting](/v1/docs/home-groups-and-their-impact#home-group-reporting) - [Reporting: Enrollment Report](/v1/docs/home-groups-and-their-impact#enrollment-report) - [Reporting: Filtering by Home Group](/v1/docs/home-groups-and-their-impact#filtering-by-home-group) ### Create New Group Account Permission If [home group branding is enabled for the account](https://support.smarteru.com/docs/account-settings#enable-home-group-branding), users with the [Create New Group account permission](/v1/docs/account-permission-create-new-group) will be able to [edit the group’s home group message](https://support.smarteru.com/docs/group-home-group-message). Related sections: - [Learner Interface: Group Message](/v1/docs/home-groups-and-their-impact#group-message) - [Groups: Group Message](/v1/docs/home-groups-and-their-impact#group-message) ### Global Reporting Account Permission Users with the [Global Reporting account permission](/v1/docs/account-permission-global-reporting) will be able to view data in all custom user fields regardless of the [home group permission settings specified for the custom user fields](https://support.smarteru.com/docs/account-custom-user-fields#home-group-permission-required-to-view-or-edit). Related sections: - [Accounts: Custom User Fields](/v1/docs/home-groups-and-their-impact#custom-user-fields) ## Reporting ### Enrollment Report The enrollments included in the Enrollment Report will depend on whether the [account’s **Home Group Reporting** setting](https://support.smarteru.com/docs/home-group-reporting) is enabled. Related sections: - [Account: Home Group Reporting](/v1/docs/home-groups-and-their-impact#home-group-reporting) ### Filtering by Home Group Users can filter the following reports by home group: - [Enrollment Report](https://support.smarteru.com/docs/custom-enrollment-report-filters#home-group) - [Learning Plan Report](https://support.smarteru.com/docs/custom-learning-plan-report-filters#home-group) - [Quiz Analysis Report](https://support.smarteru.com/docs/running-the-quiz-analysis-report#home-group) - [Training Cost Report](https://support.smarteru.com/docs/running-the-training-cost-report#home-group) Related sections: - [Account: Home Group Reporting](/v1/docs/home-groups-and-their-impact#home-group-reporting) ### Including Home Group in Reports You can create a [custom Enrollment Report](https://support.smarteru.com/docs/custom-enrollment-report-columns) or [custom Learning Plan Report](https://support.smarteru.com/docs/custom-learning-plan-report-columns) that includes the learner’s home group. To do this, you’ll need to include the Home Group column that’s in the User Columns section. ![Reports - Column Home Group 20230102](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Reports%20-%20Column%20Home%20Group%2020230102.png) When the Home Group column is included in the report, it is included when you [export to CSV or XLS](https://support.smarteru.com/docs/reports-exporting-output) (i.e., the Export to CSV or Export to XLS export option). ### Supervisors Dashboard What's included in the Supervisors dashboard for users with the [Group Manager](/v1/docs/group-permission-group-manager-gm) or [View Learner Results](/v1/docs/group-permission-view-learner-results-vlr) permission will depend on whether the [account's **Home Group Reporting** setting](https://support.smarteru.com/docs/account-settings#enable-home-group-reporting) is enabled. If the Supervisors Dashboard is the [default landing page for course managers](https://support.smarteru.com/docs/account-settings#default-landing-page-for-course-managers), what’s included in the Supervisors Dashboard will not be affected by the Home Group Reporting setting.  Related sections: - [Accounts: Home Group Reporting](/v1/docs/home-groups-and-their-impact#home-group-reporting) - [Permissions: Group Manager Group Permission](/v1/docs/home-groups-and-their-impact#group-manager-group-permission) - [Permissions: View Learner Results Group Permission](/v1/docs/home-groups-and-their-impact#view-learner-reports-group-permission) ## Users ### Assigning a Home Group Each user must be assigned one — and only one — home group. When [adding a user through the Users Dashboard](https://support.smarteru.com/docs/adding-a-user-manually), the [first group selected](https://support.smarteru.com/docs/user-group-permissions) will be set as the user’s home group. However, the home group can be changed by selecting the radio button beside the desired group. ![Users - Home Group 20230102](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Users%20-%20Home%20Group%2020230102.png) You can specify a user’s home group when [importing users](https://support.smarteru.com/docs/importing-users-creating-a-csv-file#group-add), [adding users from the Groups Dashboard](https://support.smarteru.com/docs/group-users), with the [API](https://support.smarteru.com/docs/api-createuser#groupname), or [through Just-in-Time user creation (SSO)](https://support.smarteru.com/docs/just-in-time-user-creation). ### Custom User Fields Access to view or edit custom user fields will depend on the [permissions specified for the field at the account level](https://support.smarteru.com/docs/account-custom-user-fields#home-group-permission-required-to-view-or-edit). ![Users - Custom User Fields 20230102](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Users%20-%20Custom%20User%20Fields%2020230102.png) Related sections: - [Accounts: Custom User Fields](/v1/docs/home-groups-and-their-impact#custom-user-fields) ### Displaying Home Group You can display the home group in the [Users Dashboard’s](/v1/docs/users-dashboard) and the [ILT Attendance Dashboard’s grid](https://support.smarteru.com/docs/ilt-attendance-dashboard). To do this, you’ll need to [customize the account’s grid columns](https://support.smarteru.com/docs/account-grid-columns) to include the Home Group column. ![Account - Customize Grid Columns 20230110(1)](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/Account%20-%20Customize%20Grid%20Columns%2020230110(1).png)