Groups and cohorts
Organize your team into groups and cohorts, so every assignment and coverage report already knows who it's for.
Groups vs. cohorts
Groups and cohorts both organize members, but they answer different questions.
A group is standing structure — "Backend team," "Security champions," "West Coast office." It has no start or end date, and it stays until you delete it.
A cohort is a time-boxed class, with a start date and an end date — a quarterly onboarding class, or a scheduled training run. When the dates pass, the cohort's work is done, even if the people in it keep going in a group.
| Group | Cohort | |
|---|---|---|
| Lifespan | Standing, until deleted | Time-boxed: start and end date |
| Typical use | Teams, offices, functions | Onboarding classes, scheduled training |
| Membership | A member can belong to several | Tied to that class's run |
Create and organize
Create a group with a name and an optional description, then add members to it. A member can belong to multiple groups at once — someone can sit in "Backend team" and "Security champions" at the same time, and both memberships count independently toward assignments and coverage.
Give each group a distinct name before you lean on it for assignments. A coverage report is only as readable as the structure behind it.
Move and manage
Rename a group, edit its description, or add and remove members at any time. None of that touches the labs its members have already completed.
"Moving" someone between groups is really adding them to the new one and removing them from the old; since membership isn't exclusive, you can do the two steps in either order without ever leaving them ungrouped.
Deleting a group is safeAn assignment is tied to the members it was sent to, not to the group itself. Delete a group, and every assignment, band, and completion record made against its members stays exactly as it was.
Structure drives everything
Groups and cohorts do more than organize a roster — they're the target you point everything else at. When you create an assignment, you choose a group, a cohort, a role, or individual people. When you open coverage and reporting, every rollup and export can be sliced the same way.
Build your structure before your first big push of assignments. Assigning once to "Q3 onboarding cohort" is far easier than hand-picking the same names every time.