Assigning Users to Training

Assign trainings to individuals, groups, or your entire organization to ensure the right people receive the right content at the right time

Assigning Trainings Overview

Assigning trainings ensures the right people receive the right content at the right time. With Herd, you can assign trainings to individuals, groups, or your entire organization, 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: Click “Assign Users.”

Step 3: Select the drop down to choose one or more individual users or select entire teams or Okta groups.

Step 4: Once you've selected the users or groups you want to assign a training to, you can click Send Training to User to immediately send to your users.

• Admins can nudge individual users or entire groups for a specific training when the status is either Not Started or In Progress. 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 will move into the Selected Users section. To send training, click Sending Training to Users.

Assigning to the Entire Organization

If you have your Okta connected to Herd, you are able to assign trainings to the Entire Organization rather than manually selecting every individual user.

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

Step 2: Click “Assign” and choose All Users.

Step 3: Confirm the assignment — the training will appear in every user’s training queue.

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