Add members to a user group

As an administrator, you can add and remove users from groups.  There are a few different ways to add a user to a group.

  • When creating the group
  • When adding a user
  • Managing the group

Add a group member when creating a group

  1. Click the gear icon to access the account administration area
  2. Choose Groups from the left navigation
  3. Click the Add button.  This will load the add groups dialog.
  4. Name the group
  5. Click Add Member button.
  6. Select the users to you'd like to add to the group.  Search for users as needed.  As you click on users, they will be automatically added to the group.
  7. When done, click Save.

Add members to a group by editing an existing group

  1. Click the gear icon to access the account administration area
  2. Choose Groups from the left navigation
  3. Locate the group you'd like to edit.  Click the ellipsis on the row of the group you'd like to edit
  4. Click Add Member button.
  5. Select the users to you'd like to add to the group.  Search for users as needed.  As you click on users, they will be automatically added to the group.
  6. When done, click Save.

Associate a user to a group when adding the user

  1. Click the gear icon to access the account administration area
  2. Choose Users from the left navigation
  3. Click the Add button to add the user or users
  4. Select a group or multiple groups from the available options.  All users being added will be added a members of the selected group(s)
  5. Click Invite User(s)