Adding Members and Managers to Groups in Ambition

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

1. The Group Editor
2. An Updated CSV
3. User Settings

Option for assigning a Manager of a Group:

1. The Group Editor

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

 

Add a User or Manager to a Group through the Group Editor

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.

4. You will enter the Group Editor.

Updating 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.

Updating 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.

 

6. 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

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

2. If you are updating a current User(s), you can download your current User Directory in CSV form that can then be amended and re-uploaded into Ambition.

The header "Manager Name" will be listed on the downloaded CSV of your User Directory. Ambition will display the corresponding name for the Manager Email for cases where an email is not descriptive of the user's name.

Before re-uploading the CSV into Ambition, delete the "Manager Name" column as Ambition will map based on the Manager Email column.

The CSV file must contain a header row with the following columns explicitly named.

Set column name(s) to reflect Group Types existing within Ambition. Each cell value will be the name of an existing or new Group.

Example CSV File Format

Header rows are required in a CSV file.

First Name	Last Name	Email	Time Zone	Is Manager	Is Admin	Manager Email	Location	Role	Team
Alex	Weber	alex.weber@yourcompany.com	US/Eastern	False	False	travis.truett@yourcompany.com	San Francisco	5. Senior Account Executives	Samurai Wasps
Amanda	Danner	amanda.danner@yourcompany.com	US/Eastern	False	False	travis.truett@yourcompany.com	Atlanta	Customer Support	Samurai Wasps

Note: We will automatically create Groups that do not currently exist in Ambition.

For example:

 

Upload CSV

4. Verify you are still within Administration > People > Users, and click the Add New User(s) tab.

 

5. Select Upload Users in the Choose Creation Method drop down.

 

4. Click the blue Upload CSV button and select the CSV you desire to upload.

 

Map CSV Fields to Ambition

5. Ambition will attempt to auto-detect and map correct fields. Be sure to verify that fields match.

6. Click the green Create/Update Users button.

 

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.

 

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.

 

 

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.