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How to assign users to groups?
How to assign users to groups?

How to assign users to groups

Kyle Barrow avatar
Written by Kyle Barrow
Updated over a week ago

To get started go to Structure and click on Edit Group.

Next, you see the Add Users To This Group heading.

Click on the text box to reveal a dropdown menu listing all users in your organization who are currently not assigned to any group.

For a specific user search, type the user's name or email address in the search bar.

Click the user(s) you wish to add to this group

Only valid email addresses will be recognized. Successfully added addresses will be highlighted in an orange box.

After selecting all the users you wish to add to the group, click 'Save Changes' to confirm.

This process is designed to simplify the task of grouping users, allowing for efficient organization and management within your platform. It ensures that users are correctly categorized for reporting.

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