When adding new users into your Saleshood instance, if they are part of a Group, Team, or Segment, they can be automatically assigned to Programs that their assigned Group, Team, or Segment was previously assigned to. However, not all Programs previously assigned may be relevant and you may not want to continue having new users be added to it.

To help make managing assignments easier, Saleshood allows Coach users to enable and disable the auto assignment of specific Huddles and Learning Paths to new members of Groups, Teams, and Segments.

Note: This functionality is only available for Huddles using the Modern UI and Learning Paths

How to Enable Auto Assignments on a Program

On Huddles

1. Locate the Huddle you want to turn on Auto Assignments on and go to Leaderboard
2. If they are not already added, add your desired Groups, Teams, or Segments to the Huddle
3. Once the assignments are added either toggle the Auto-assign New Members switch at the top of the column to turn on auto assignments for all Groups, Teams, and Segments in the participant list, or toggle the switches for each individual row.
4. Once you have turn on the Auto Assignment, a Set Expiration Date option will appear. Click on this to set an expiration date for when you would like to have the Auto Assignment setting to be disabled.

On Learning Paths

1. Locate the Learning Path you want to turn on Auto Assignments on and go to the Start Here tab
2. If they are not already added, add your desired Groups, Teams, or Segments to the Learning Path
3. Once the assignments are added either toggle the Auto-assign New Members check box at the top of the column to turn on auto assignments for all Groups, Teams, and Segments in the participant list, or select the check box for each individual row.
4. Once you have turn on the Auto Assignment, a Set Expiration Date option will appear. Click on this to set an expiration date for when you would like to have the Auto Assignment setting to be disabled.
   

Once the Auto Assignment is turned on on a Learning Path or Huddle, while adding new users to the instance, if they are assigned to a Group, Team, or Segment that is part of a program that has Auto Assignments turned on they will be added to it automatically.

How to Set the Auto Assignment Default Status

If needed, you can set the default status of Auto Assignments to either be automatically configured to be turned on or off to Group, Teams and Segments added to assignments.

To do this go to the Company Settings and select Advanced. Under the Programs section you will see the option to Include New Users to Old Programs. By default this option is turned on, but toggle this setting off to default the auto-assign new members to disabled on all training programs.

Note: Turning on this option does not apply the settings to existing Group, Team, or Segments assigned in Huddles or Learning Paths. Only newly added Groups, Teams, and Segments to a Program moving forward will have the auto assignment default applied to it.