Setting up user groups for annual orders

This article explains how to set up user groups so that your annual purchasing process runs smoothly.

This article is for TEACHERS. 🍏📝

Once you set up groups for users (i.e. create the group and add users to it) then link the group to a prescribed book list, you'll be able to ensure that students and staff all get the correct books. 📚🙌

For your prescribed book ordering process to run smoothly, you will need to ensure that any prescribed book list created corresponds with a group of learners who have their user accounts set up in Engage.

You have control over how your lists of books and groups of users are structured, but they should correspond with one another so that one book list is allocated to one specific group of users.

You know your school and your students best. Using Engage, you can make the lists as general or specific as you need them to be.

You may choose to create the book lists and user groups in various ways:

  • You may create a group of students in the same grade, who require the same books.
  • You may wish to create additional book lists for a specific group of students who just need books for core subjects, or who study additional subjects and advanced streams.
  • If purchasing resources for your staff, such as teacher guides, the lists and groups would be constructed in the same way. Each teacher will need one list that includes the specific books they need for the particular subject they teach.

    Creating your user group

    To create a new group:

    1. Open the ‘Groups’ section when logged into Engage.
    2. Click on the green ‘New Group’ button at the top of the page.
    3. Give your new group a name and description.
    4. Decide whether you want to set your group as private or joinable. Using the drop-down menu, select ‘Yes’ under ‘Joinable’ to set your group as joinable, or 'No' to set the group as private.
    5. Then click ‘Save’ to create your group.
    6. Once your group has been created, you will find it listed on the ‘Groups’ page.

    Adding users to your user group

    👫 If you set your group to 'joinable' so that users can add themselves to the group, you can inform parents/students about how to join those joinable groups and which groups to join.

    👫 If your group is private, you will need to add users to groups by yourself by following the steps below.

    To add a user to a group:
    1. Log in to Engage and navigate to the ‘Groups’ section.
    2. Click on the name of the group that you would like to edit.
    3. Scroll down the group’s page and click on the green ‘Add User’ button.
    4. Type in the user name or email address of the user that you would like to add to the group and then click ‘Save’.

    Can't find what you're looking for or need assistance? Contact us at or send us a chat message in Engage using the chatbot in the bottom right-hand corner of your screen.