How to Create Groups, Teams, and Learner Roles

Last updated: June 2, 2026

Who this is for: Administrative & Training teams setting up their workspace, onboarding new users, and managing users.

What's the difference between Groups, Teams, and Roles? We've broken that down below!

What it is

What it's used for

Learner Role

The job type or rep persona (e.g. SDR, Support Agent)

Tells Solidroad who is being trained — shapes simulations

Team

The customer-facing group a rep belongs to (e.g. Sales, Technical Support)

Gives the Solidroad context about the rep's environment

Group

A collection of users for training management (e.g. New Hires, EMEA Team)

Used to assign simulations and track performance at scale

How we recommended setting up: Create Learner Roles → Create Teams → Create Groups

Getting Started

Log in to your Solidroad admin account and click the Settings icon in the lower-left corner. All three features live under tabs on the Settings page.

Create a Learner Role:

Learner roles tell Solidroad what type of person is being trained. Set these up first — they're referenced when building simulations.

  1. In Settings, click on Training, and select Learner Roles from the dropdown menu

  2. Click New Learner Role in the upper-right corner

  3. In the pop-up, enter:

    • Name — the role title (e.g. "Account Executive", "Customer Support Rep")

    • Description — any additional context about the role's responsibilities (no character limit)

  4. Click Create

Your new learner role will appear in the list. Use the Edit or Delete options to make changes at any time.

Create a Team:

Teams define the customer-facing group a rep belongs to. This context is passed to the Solidroad to make simulations more relevant and accurate.

  1. In Settings, click on Training, and select Teams from the dropdown menu

  2. Click New Team in the upper-right corner

  3. In the pop-up, enter:

    • Name — the team name (e.g. "Technical Support", "Enterprise Sales")

    • Description — any additional details about the team (no character limit)

  4. Click Create

Your new team will appear in the list. Use the Edit or Delete options to make changes at any time.

Create a Group:

Groups are how you organize users for training assignments and performance tracking. Once a group exists, you can assign simulations to everyone in it at once.

  1. In Settings, click on Workspace, and select the Groups tab

  2. Click New Group in the upper-right corner

  3. In the pop-up, fill in the following:

    1. Group Name — enter any name (e.g. "Onboarding Cohort Q2", "New Hires").

    2. Add Members — click the dropdown to see your user list and tick each person to add them manually.

    3. Assignment Rule (optional) — automatically add users to the group based on a rule. Use Select a type to choose the rule category and Enter value to define the condition. New users matching the rule will be added automatically going forward.

  4. Click Create Group

Your group will appear in the list. Click the 3 dots on the far right, and select Manage to view members, edit the group, or update the assignment rule at any time.

What's Next?

Now that your groups, teams, and learner roles are set up, you're ready to build and assign simulations!

→ How to create a simulation

→ How to invite a new user

→ How to manage users

Need help? Click the Help tab in the left panel to access live chat and additional guides.