How Do I Add Members to a Group?

Last updated: November 10, 2026

Group members are the users whose data rolls up into a Group's totals. You can add members from the Group's page or from a single user's settings.

Required permissions:

  • The Groups: Edit: Can Edit All Groups permission is required to add members to any Group.

  • The Groups: Can Edit Subordinate Groups permission is required to add members to Groups you manage.

Add Members From the Group's Page

  1. Navigate to Admin --> People --> Groups.

  2. Select the Group Type, then click on the Group's name.

  3. On the Members tab, click on Add Member. The Add Members pop-up will appear.

  4. In Member Since (user's time zone), choose the date the users should start counting as members. Leave today's date if they should count from today forward.

  5. Select the users to add to the Group.

  6. Click on Preview Changes and review the Group Membership Updates list. It will show any user being moved out of another Group in the same Group Type.

  7. Click on Add Members.

Add a Member From Their User Settings Page

  1. Go to Admin --> People --> Users and click on the user's name.

  2. Open the Groups tab and select a Group for each Group Type as needed.

  3. Click on Preview Changes, review the list, then click on Save Changes.

Note:

  • The Member Since date can go back only to the start of the previous month, and never before the user's activation date in Ambition. For an earlier date, contact gethelp@ambition.com.

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