Add Users to Group
Users with "Groups: Edit" permission will be able to access and edit groups.
"Groups: Edit - Can Edit All Groups" allows for editing of all groups and "Groups: Edit - Can Edit Subordinate Groups" allows for editing groups where the user is listed as a group manager.
Add users to a group through:
- the group editor
- uploading a CSV
- the user's profile settings
- Salesforce user profile attributes
- the User API
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.
Member Since Date
If new members should be considered members of the respective group from today going forward, no change is needed to the "member since" date.
If new members should be considered members of the respective group from a date in the past, you can select a "member since" date up to the start of the previous month.
Ex. If it's the month of January, I can select a date back to December 1st. For assistance selecting dates further in the past, reach out to gethelp@ambition.com.
If you receive an error of, "The date of the selected users cannot be before the last account activation date of the selected 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 members since 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 member since 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 the example below, Alejandra is a current member of the "Sales Development Representatives" role group. The membership update message is to alert you Alejandra will be removed from the Sales Development Representatives role group and will now be a member of the Account Executives role group as Alejandra 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 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 on the user's name (in blue) or clicking on the ellipses icon, , next to their name and Edit.
Alternatively, you can access a user's settings through their respective employee 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. Click on the Groups tab.
5. You will see all groups types that your organization has created.
If a user has a group selected on the left hand side, there will be a corresponding "member since" date.
If you have permission to edit the selected group, you can add the user to a new group, you can adjust the "member since" date as needed, or remove the user from the group. If removing from a group, the "member since" date will be relabled as "membership ends". Update the date a user should be removed from the group as needed.
Member Since Date
If new members should be considered members of the respective group from today going forward, no change is needed to the "member since" date.
If new members should be considered members of the respective group from a date in the past, you can select a "member since" date up to the start of the previous month.
Ex. If it's the month of January, I can select a date back to December 1st. For assistance selecting dates further in the past, reach out to gethelp@ambition.com.
Users cannot have a members since 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 member since dates on data here.
6. Click Preview Changes.
7. Review group membership changes. If you approve of all the listed changes, click Save Changes.
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