> For the complete documentation index, see [llms.txt](https://herd-security.gitbook.io/herd-security-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://herd-security.gitbook.io/herd-security-docs/trainings/getting-started-with-trainings/assigning-users-to-training.md).

# Assigning Users to Training

## Assigning Trainings Overview

[Assigning trainings](/herd-security-docs/glossary-terms.md#assigned-training) ensures the right people receive the right content at the right time. With Herd, you assign trainings to individual users or to groups — making distribution simple and flexible.

## Assigning to Individuals or Groups

**Step 1:** From the **Training Library**, select the training you want to assign.

**Step 2:** Navigate to the **“Assign”** tab.

**Step 3:** Select the drop down to choose one or more **individual users** or **groups**. Group sources include **Okta, Slack, Google, Azure (Entra), and Herd** groups.

**Step 4:** As you select people, they appear under **To Assign**. When you're ready, click **Send Training to N User(s)** to [immediately send to your users](/herd-security-docs/trainings/getting-started-with-trainings/sending-trainings.md), or **Queue Training for N User(s)** to hold it until current trainings finish.

* Admins can **nudge** any assigned user who hasn't completed the training and isn't currently queued. Nudges are a helpful way to keep learners on track and ensure timely completion.
* To **reassign** a training to a user or group, click on the name(s) or group under **Currently Assigned**. Those selected move into the **To Assign** section. To send the training, click **Send Training to N User(s)**.

### Marking an assignment mandatory

In the **To Assign** preview, a **Mandatory training** toggle marks the assignment as required. It applies to the selected users only — the same training can be mandatory for some people and optional for others. Mandatory completion feeds directly into each user's [human risk score](/herd-security-docs/getting-started/dashboard.md#human-risk-score): overdue or late mandatory training raises risk, on-time completion reduces it.

When the toggle is on, an optional **Passing score** field appears (a whole number 0–100). It overrides the training's quiz passing threshold for these users; leave it blank to use the training's default. Assigned users carry a **Mandatory** badge (with the passing score when one is set).

Once a passing score is entered, two more quiz-behavior toggles appear:

* **Fast fail** — end the training with a retake prompt as soon as the passing score can no longer be reached, instead of walking the learner through remaining questions that can't change the outcome. The learner sees how many questions they got right so far and why the training ended early.
* **Restart from beginning** — when the quiz is failed, send the user back to the very first step of the training instead of the first quiz step. The retake button becomes **Restart Training**, and previous quiz answers are cleared so the retake starts fresh.

### Delivery warnings (who can actually receive it)

Herd is honest about deliverability before and after you assign:

* If a selected person has **no Slack or Teams account** and no email or browser delivery enabled, the preview flags them — assigning now leaves the training queued until a delivery channel exists. The warning links to the **Email delivery for trainings** setting (Training settings → Messaging & delivery) as the usual fix.
* After assigning, undeliverable people are **not counted as successes** — the confirmation calls out how many cannot be delivered and why.
* **Pre-start hires are held automatically.** Someone staged in Okta or with a future HRIS hire date won't receive trainings until their start date, regardless of your onboarding-delay setting — after which the normal onboarding delay applies from their actual start. Held users appear with a **Send anyway** / **Send now** override if you really want delivery early.

### Sending a completion award

The **To Assign** preview also has a **Completion award** toggle: when on, Herd automatically sends a celebratory, org-branded award when these users complete the training (waiting for the passing score, if one is set). See [Completion Awards](/herd-security-docs/trainings/getting-started-with-trainings/completion-awards.md).

### Reassigning (retraining)

Reassigning is how you re-run a training for someone — for example, an annual refresher or a retake after a failed quiz. When you select an already-assigned user, Herd warns that **progress will be reset**: the user restarts the training from the beginning and previous quiz answers are cleared, so a retake never inherits the earlier attempt's outcome. Their completion history and any issued [completion awards](/herd-security-docs/trainings/getting-started-with-trainings/completion-awards.md) are preserved, and mandatory/passing-score settings carry over.

### Removing assigned users

You can remove users from a training from the **Currently Assigned** list:

* **One at a time** — each row has a **Remove** button.
* **In bulk** — use the checkboxes on the assigned-user rows (or the **Select all** checkbox at the top of the list), then click **Remove selected (N)**.

Either way, Herd asks you to confirm before removing.

{% hint style="warning" %}
Removing a user from a training **permanently deletes their progress** on it.
{% endhint %}

### Assigning to Your Whole Organization

There is no single "all users" assignment. To roll a training out company-wide, assign it to a group that contains everyone in your organization (for example, a Herd group or your primary directory group).

**Step 1:** Select the training you'd like to roll out company-wide.

**Step 2:** Click **“Assign”** and choose the group that contains your organization.

**Step 3:** To keep new hires covered automatically, enable **Auto-assign to new members**. Any user added to that group later — whether it syncs from Okta, Azure AD, Google, or Slack, or is managed in Herd — will automatically receive this training.

### Due Dates, Reminders & Escalations

Every training has an **Escalations** tab where you can put a deadline behind the assignment:

* **Due date** — set when the training must be finished.
* **Reminders before the due date** — Herd nudges incomplete users **2 weeks, 1 week, and 3 business days before** the deadline by default; you can adjust which offsets are used, and optionally remind **on the due date** itself.
* **Reminders after the due date** — keep nudging overdue users at a chosen frequency (every 3 business days by default).
* **Escalation** — after a number of days overdue, Herd can notify **each user's manager** and/or specific people you choose, with a customizable escalation message.

The same controls exist on tracks (see [Training Tracks](/herd-security-docs/tracks/training-tracks.md)) and on compliance campaign items (see [Nudges](/herd-security-docs/compliance/nudges.md)).

***

Once trainings are assigned, continue to the next module to learn how to send them.