Adding Users to Groups

Users can be added to groups either from the Groups tab or directly from the user’s profile. They can also be sorted into groups via an Excel/CSV file upload.

To add a user to a group from the Groups tab:

1. From the Dashboard, select the “Users & Groups” tab to the left
2. Select the “Groups” subtab
3. Click on the desired group
4. To the top right, click the “+ Add a user” button
5. Select “+ Add existing user” from the drop-down menu
6. Type in the name of the desired user
7. Click Add

To add a user to a group from the user’s profile:

1. From the Dashboard, select the “Users & Groups” tab to the left
2. Select the “Users” subtab
3. Click on the desired user
4. Towards the top of the profile, select the “Groups” tab
5. In the search bar at the top left, type in the name of the desired group and select it
6. Click the “Add to Group” button

If you need to assign users to groups in bulk, it is easiest to do so by adding an “X Group” column to your Excel or CSV file and marking the users with an “x” in the corresponding column. The system will automatically assign users to their designated groups during the import. Check the description in the “Imports” subtab under the “Users & Groups” tab for more detailed information.