Users can be added to groups using the CSV user upload if your app’s onboarding method supports it. If your app uses email self-registration, you will have to use this manual method of adding users to groups. If you aren’t sure which onboarding method your app supports, please contact email@example.com.
Adding Users to Groups
There are two ways to manually add users to groups. You can add a user to a group using either the ‘User’ screen if you want to search for a single user and add them to a group, or the ‘User Groups’ screen if you want to find the group, then add multiple users to it. If you have an entire of list of users that you want to add to a group however, follow the instructions for Bulk Adding Users to Groups.
Adding users to Groups with the ‘User Groups’ screen
When you want to view the group, then add users to it, you can do so from the User Groups screen. Click on the cog icon at the top of the CMS, then click on User Groups. Now click on the user group that you want to add users to.
In the user group, click on the ‘Users’ tab, then click on + Add New User
Now you can search for users to add to the group. You can search by first name, last name, username or job role. Search for the user then click on them when they appear. You can search for and add multiple users as the same time. When you’re done, click on ‘Add Users’ to add the users to the group.
Now you’ll be brought back to the User Group, where you will see the list of users that are currently in the group. To remove any users, simply click the red X beside their name.
If you want to re-order the list of users in the group to make it easier to find people, just click on the arrow beside to the field name – this will order the users either ascending or descending alphabetically.
Adding single users to Groups with the ‘User’ screen
Click on the cog icon at the top of the CMS, then on ‘Users’ and search for the user you require.
Now click on the user to open the user details screen, and navigate to the User Groups tab.
Now click on +Add User Group to select the group that you want to add the user to. On the next screen, simply choose which groups you want to add the user to by clicking on ‘add group’. You can add the user to as many groups as want.
When you have added the groups, click Close, and you’ll see the list of the groups that the user is now a member of.
To remove the user from any of these groups, simply click the red X next to the group name. You’ll also be able to the see the total number of active users in each group.