Add and assign members to groups
Adding your members into groups is simple
There are a few ways to add members to a group:
1) Create a group and add group members
2) Select people to add to a group
3) Add members directly to the group
1) Create a group and add group members directly
If it’s your first time creating a group, you can assign members to your group here.
Steps:
- Go to People > Groups.
- Click “Create Group”.
- Enter your group name, assign a group manager and assign members to your group.
- Tap on Save.
2) Select people to add to a group
If you’ve already created a group(s), you can always add more members to an existing group.
Steps:
- Go to People > Members.
- Hover over the member you wish to include.
- Click on the three-dot icon at the end of the member’s row.
- Choose “Add to a group.”
- Select the desired group for this member.
- Save.
You can also bulk assign multiple members into one group. All you need to do is select all the relevant members, then follow the same steps above.
3) Add members directly to a group
If you’ve already created a group(s), you may also directly add members to an existing group by accessing the group page.
Steps:
- Go to People > Groups.
- Select a Group.
- Click on “Add Members”
- Add and assign more members to the group.
- Save.