Adding Users and Managers to Groups

A couple things to keep in mind:

• A User Account can only belong to one Group per Group Type.
• A Group can have 0, 1, or 2+ Managers.
• You can only assign Accounts as Managers if they have the "Manager" permission set.   Note: You can assign Manager permissions directly within the Group Editor. 

 

Options for adding active User(s) to a Group:

• Group Manager
• Upload an Updated CSV
• User Settings

 

Option for assigning a Manager of a Group:

• Group Manager
  At this time, CVS upload will not assign Managers to Groups. 

 

Add a User or Manager 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.

Any Group Types and Groups that your Organization has created will be found here. Don't see anything? Click here to learn how to add Groups and Group Types.

 

3. Select the Group that you wish to add a User or Manager into.

Alternatively, you can access a Group's Settings through their Dashboard

1. 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 at the top of the screen.

 

2. Click the gear icon, , next to the Groups's name you wish to edit.

    You will be navigated into the Group Manager.

 

4. Update Group Members and/or Managers.

Update Group Members

Scroll down to the Members section and click AVAILABLE.

 

Search for the User(s) that you wish to add in the search bar

Then select the checkbox next to their profile image and name to add them to the Group. Continue this process if you want to add multiple Users.

Note: 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, Nashville, etc.. She cannot be a member of multiple locations at once.

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

 

Update Group Managers

Locate the Managers section and click AVAILABLE.

 

Search for the Manager that you wish to add in the search bar

Then select the checkbox next to their profile image and name to add them as a Manager of the Group. Continue this process if you want to add multiple Managers.

• You can only assign Accounts as Managers if they have the "Manager" permission set.   Note: You can assign Manager permissions directly within the Group Editor by clicking the Make Manager button in line with the respective user.

 

5. Once you have selected which User(s) or Manager(s) to add, click the green Save Group button at the bottom of the Group Editor.

 

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(s) in the top right box labeled Search.

 

3. Once you've found the User(s) you'd like to edit, click the  icon in the rightmost field of the
User's row.

 

Alternatively, you can access a User's Settings through their Dashboard

1. Access the Dashboard of the User you wish to edit.

↳ You can search for a specific User by name  through  the Search bar at the top of the screen.

 

2. Click the gear icon, , next to the name of the User you wish to edit.

    You will be navigated into the User's settings.

 

4. Scroll down to the Group Memberships section. Use the dropdown menu to select the Group within the Group Type.

Note: Once a User is put into a Group, their data will begin attributing based on the Activation Time within their User Settings. For example, if Sally was added to the Account Executive Role on October 22nd, they would only see her data from October 22nd and further. 

 

5. Click the green Save Changes button at the bottom of the User's settings.