How do I add multiple users to a group?

If you've created a new Group and need to add multiple existing users, you can use Bulk Actions from the Users page to assign them all at once.

Before you begin, make sure the group has already been created.

Add Multiple Users to a Group

1. Filter the Users

1. From the left navigation menu, click Users.

2. Click Advanced Filters.

   Configure the filters to locate the users you want to add to the Group.

   For example, you can filter by:

   • Custom Fields
   • Existing Groups
   • Active status
   • Email address
   • Other available user attributes
3. Click Search.

The Users grid updates to display all users matching your selected criteria.

2. Select the Users

1. Select the users you want to update by checking the box in the upper-left corner of the Users grid to select all displayed users, or select individual users.
2. Click Manage.

3. Add the Users to a Group

1. In the panel that opens, select the Groups tab.
2. Click Edit.
3. Select Add Group.
4. Choose the Group you want to add the selected users to.

The selected group will appear in the list of assigned groups.

4. Save Your Changes

1. Verify that the correct group is listed.
2. Click Save.

The selected users are now members of the group.

Tips

• If your users belong to multiple departments or locations, use Advanced Filters to identify each set of users before adding them to the appropriate group.
• If you need to assign users to several groups, repeat these steps for each additional group.