Add Users to Group

Options for adding Users to a Group:

• Group Manager
• Upload an Updated CSV
• User 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 panel, 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 all Group Types and any Groups that you are listed as a Manager of 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 into.

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 at the top of the screen.

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.

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 users list.

Click Preview Changes.

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, Bennett is a current member of the "Customer Success Managers" Role Group. The membership conflict message is to alert you Bennett will be removed from the Customer Success Managers Group as Bennett can only belong to one Role 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(s) in the top right box labeled Search.

3. Once you've found the User(s) you'd like to edit, click the  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 at the top of the screen.

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 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.