Who can Add People to Groups?

• Group Leaders, Directors and Coaches (Complete only) for their specific Groups if the Group Leader privilege is enabled.
• Department admin
• Full Group admin
• Full Read/Write to add from Profile
• Master Administrator

Add or Remove a Person to a Group via their Profile

From a person's Profile, you can add or remove them from Groups.

Privilege Restriction: You will need Full Read and Full Write Admin Privileges.

1. Find and open the Profile of the person you want to add or remove from a Group.
2. Click on the Involvement tab.
3. On the Groups tile hover over the Actions menu and select Add to Group.

   

4. Selecting either option will navigate you to a pop up or page where you can search for the Group you wish to add the individual to.

How To Add to a Group

1. On the Groups tile hover over the Actions menu and select Add to Group.
2. In the search field type more than one Group if needed.
3. Click Add to Group to add the person to those Groups.

Adding or Inviting People to a Group via a Group

There are two ways to access the add/invite screen:

From the Participant Tab

1. Start by accessing the Group you wish to add new members to.
2. Select Participants tab.
3. Click New Member.
   
4. You will be taken to the Add or Invite to this Group overview page.
   

From the Group Actions menu

1. Start by accessing the Group you wish to add new members to.
2. Click Group Actions in the upper right.
3. Click Edit participant list.
   
4. Under Actions on the right, click "Add or invite new people".
   
5. You will be taken to the Add or Invite to this Group overview page.
   

Is it best to add or invite someone to a Group?

• Adding a person simply puts them in the Group. No notification is sent to tell them they were added.
• Inviting a person allows you to send an email to the person with a link to view the Group and find out more about it, then they can join the Group if they're interested. 

Warning: If a person does not have an email address in their Profile, they will not be notified of the invitation.

How to Add or Invite Someone to a Group via a Group

Add or Invite People by Name

1. On the Add or Invite to this Group overview page, click People by name.
2. Select Add directly or Invite.
3. Start typing the name of the first person you want to add.
4. Hit enter on your keyboard or click the person's name and they will be added to the list; they are not added to the Group yet.
5. Repeat steps 2 and 3 for each additional person you are adding to the Group.
6. Once all the names are entered, click Add Now.

Add or Invite People by Search

1. Click People by Search.
2. Select Add directly or Invite.
3. Click Choose Search Criteria.
4. Use the tabs and search fields to build your search for the people to bring into the Group.
5. Click Search & Review Results (Don't worry, the people will not be added yet, you will get a chance to review the results).
6. You are presented with an option to select a number of people. Part of the option is to add individuals one at a time or to add everyone.
7. Once you chose the people to add, click Add people.

Add or Invite people Using a Cross Reference

Note:This option is only available when you have added a saved search to the Cross Reference setting in the Group.

1. Click Use Cross Reference.
2. Select Add directly or Invite.
3. Click Add Now (Don't worry, the people will not be added yet, you will get a chance to review the results).
4. You are presented with an option to select a number of people. Part of the option is to add individuals one at a time or to add everyone.
5. Once you chose the people to add, click Add people. 

Add to a Group via Form Automation

Form Automation to a Group can be set via your Form Settings or a Form Question. Matching a Form Response to a Profile will trigger the automation to add to a Group.

Check out this article on Form Automation for more information.

Add to a Group via Process Automation

Process Automation to a Group can be set when you edit a Queue. Marking a Profile as Done is the trigger to add to a Group via a Process Queue.

Check out this article on Process Automation for more information.

Add to a Group via People Search

1. Click People in the left menu bar.
   
2. Ensure you are on the People Search tab and choose the appropriate filters for the people you want to add to the Group.

   

3. Once you've chosen the appropriate filters, click Apply.
   
4. Once the filters have been applied, click Actions.
   
5. Select Add To Group.
   
6. Select the Group(s) you'd like to add the people to and click Add.
   

Add to a Group via Report

Warning: Not all Reports will have the action Add to Group.

Additional Ways to Add People to Groups

• Check-In: will add to a Group when a person is checked into an Event.
• Group Promotion: will add to a Group.
• System Default Groups: (such as All Members of South Campus) are added/removed automatically based on their Campus setting within their Profile.

 

Who can Remove People from Groups?

• Department Admin: Can remove people only in the Groups assigned to their Department.
• Full Group Admin: Can remove people only from Groups.
• Full Read/Write: Can remove people only from their Profile.
• Master Administrator: Can remove people from the Group or Profile page.

Removing People from a Group by Profile

1. Search for and open the Profile of the person to work with.
2. Click the Involvement Tab.
3. Click the ellipsis on the Group Tile.

4. Select Remove from Groups.
5. Select the Group(s) and then Remove From Group.

Warning: You cannot remove a person from a Group if it is a system assigned Group. 

Removing People from a Group

1. Go to the Group you wish to remove individuals.
2. Click Group Actions in the upper right.
3. Select Edit Participant List.

4. Select the checkbox to the left of the individuals you want to remove.
5. Click the pulldown menu directly above the Name column.

6. Select Remove from Group.

7. Click OK.

Tip: Keep in mind, you can only remove one page of participants at a time.