Edit Group Join Dates

How do I access the Group Editor?

How do I set the join date for new group members?

How do I edit the join date for existing group members?

 

Edit Group Join Dates

Group Join Dates can only be edited within the group editor.

You can set or edit a group join date up to the start of the previous month.

Ex. If it's the month of January, I can select a group join date back to December 1st. For assistance setting group join dates further in the past, reach out to gethelp@ambition.com.

Users cannot have a group join date set prior to the date their account was activated in Ambition. A User's Activation History can be seen within their user settings. If you need assistance altering a User's Ambition Activation History, reach out to gethelp@ambition.com.

Learn more about the impact of Activation History and Group Join Dates on data here.

 

Access Group Editor

1. Open the left navigation and click Administration > People > Groups.

 

2. Upon accessing the Groups tab, you will see the Group Manager.

If you can have permission to "Edit All Groups", then all group types and groups that your organization has created will be found here.

If you have permission to "Edit Subordinate Groups", then only group types that contain groups where you are listed as a manager of will be found here. You will have visibility and access to editing groups where you are listed as a manager.

Don't see anything? Click here to learn how to add groups and group types.

 

3. Select the respective group type and then the group's name that has members who need group join dates adjusted.

 

Alternatively, you can access a group's settings through their dashboard.

Access the dashboard of the group you wish to edit.

↳ You can search for a specific group's dashboard by name through the search bar in the upper left.

 

Click the "Edit Group" button.

    You will be navigated into the group editor.

 

Set Group Join Date for New Members

Learn more about adding new Members here.

1. On the Members tab, click the Add Members button.

 

2. On the Add Members modal, you will see a Group Join Date field.

 

3. If new members should be considered members of the respective group from Today going forward, no change is needed to the "Group Join Date".

If new members should be considered members of the respective group from a date in the past, you can select a "Group Join Date" up to the start of the previous month.

Ex. If it's the month of January, I can select a group join date back to December 1st. For assistance setting group join dates further in the past, reach out to gethelp@ambition.com.

If you receive an error of, "The join date of the selected users cannot be before the last account activation date of the elected users (date). Contact gethelp@ambition.com for assistance." it is signifying that a user cannot be a member of a group before their account was added in Ambition.

Users cannot have a group join date set prior to the date their account was activated in Ambition. A User's Activation History can be seen within their user settings. If you need assistance altering a User's Ambition Activation History, reach out to gethelp@ambition.com.

Learn more about the impact of activation history and group join dates on data here.

 

 4. Search for and select the user(s) that you wish to add as members of the group.

Existing group members will not show in the "Available" or "Selected" user lists.

 

5. Click Preview Changes.

 

6. Review any Conflicting Memberships.

To prevent accidental group changes, you will be alerted when moving a user into a different group. 

You cannot have the same user within multiple groups within one group type.

For example, if you are looking in the "Location" Group Type, Amanda can only be in either Atlanta, San Francisco, or Nashville. She cannot be a member of multiple locations at once.

In this example, Aaron is a current member of the "San Diego" location group. The membership update message is to alert you Aaron will be removed from the San Diego location group and will now be a member of the Boston location group as Aaron can only belong to one location group at at time.

Confirm changes by clicking Add Members.

Newly added members will now appear under the group's members tab.

 

 

Adjust Group Join Date for Existing Members

1. Ensure you are on the Members tab. 

 

2. Search for and Select the Members whose Group Join Dates need to be adjusted.

You can filter by Name, Scorecard Group, Member Since Date, and Last Modified through the filters icon, .

 

Select a Member by clicking the checkbox to the left of their profile image.

Select All Members by clicking the checkbox to the left of the "Name" header.

 

3. After selecting the appropriate users, click the Actions button and then Edit Members.

 

4. Click on Set Group Join Date to reveal a calendar where you can select the correct Join Date.

You can select the Group Join Date up to the start of the previous month.

Ex. If it's the month of January, I can select a Group Join Date back to December 1st. For assistance setting Group Join Dates further in the past, reach out to gethelp@ambition.com.

If you receive an error of, "The join date of the selected users cannot be before the last account activation date of the elected users (date). Contact gethelp@ambition.com for assistance." it is signifying that a user cannot be a member of a Group before their account was added in Ambition.

Users cannot have a Group Join Date set prior to the date their account was activated in Ambition. A User's Activation History can be seen within their User Settings. If you need assistance altering a User's Ambition Activation History, reach out to gethelp@ambition.com.

Learn more about the impact of Activation History and Group Join Dates on data here.

 

5. Click Preview Changes.

 

6. Review any group membership updates.

To prevent accidental overwriting of previous Group memberships, you will be alerted when adjusting a Group Join Date impacts a User's Membership History for another Group.

A user cannot belong to multiple Groups within one Group Type at the same time, so changing Group Join Dates will impact membership of a previous Group(s).

For example, if you are editing a Group Join Date for a Group in the "Location" Group Type, a user can only be in either Atlanta, San Francisco, or Nashville during the same time frame. They cannot be a member of multiple locations during the same Time Frame.

In this example, Aaron is now a current member of the "San Diego" location group, but was a member of the "Columbus" location group until May 15th. The group membership update message is to alert you that setting the group join date for the "San Diego" location to May 1st will alter Aaron's previous location group membership and set the group end date of Aaron's membership with the "Columbus" group to May 1st.

Confirm changes by clicking Edit Members.