Add Users to Group

Add users to a group through:

• the group manager
• uploading a CSV
• the user's profile settings

 

Group Members

There is no limit to the amount of members a group can have, but a user can only belong to one group per group type. For example, if you are looking in the "Location" group type, a user can only be a member of either Atlanta, San Francisco, or Nashville. They cannot be a member of multiple locations at once.

A group member will receive applicable group notifications, have a link to the group's dashboard under the "Dashboards" tab in their left navigation, and any data they contribute will aggregate up into the group's metric totals.

 

Add a User to a Group through the Group Manager

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 you wish to add a user into.

Why doesn't the group have a "Created By" user listed? Groups created through CSV upload, Salesforce Attribute sync, or the User API won't have a creator listed.

 

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.

 

4. Update Group Members.

Add Group Members

On the Members tab, click the Add Members button.

 

Group Join Date

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.

 

Available Members

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.

 

Click Preview Changes.

 

Review Group Membership Updates.

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.

 

 

Add a User(s) to a Group through a CSV

Learn how to format and upload the CSV here.

 

 

Add a User(s) to a Group through their User Settings

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

2. Search for your user in the top right box labeled Search. 

You can only search for one user at a time, but you can use the filters to sort and find multiple users at once!

 

3. Once you've found the user you'd like to edit, click the user's name or the gear icon,  .

 

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

Access the dashboard of the user you wish to edit.

↳ You can search for a specific user by name  through the search bar in the upper left.

 

Click the "Edit Profile" button.

   You will be navigated into user settings.

 

4. Scroll down to the Group Memberships section. Use the dropdown menu to select the appropriate group within the group type.

Note: Once a User is put into a group, their data will begin attributing based on the group join date within their user settings. Learn more about user activation times here.

 

4. Click the Save Changes button at the bottom of the user's settings.