You can add people to a group from the Groups screen. When a group is selected the Add More People to Group option will display the Add Users panel allowing you to select and assign people.

Groups Screen.

  • Step 1. Make sure to start in the Organization Management screen.
  • Step 2. Click the Groups option to display the Groups screen and list all the groups in the organization.
  • Step 3. Click on the group you want to add users to.
  • Step 4. Click the Add More People to Group option to display the Add Users panel.

Add Users panel.

  • Step 5. If necessary, use the Search field to filter the list to the person or person’s you are looking for.
  • Step 6. Select a person or persons you want to add to the group. A checkmark will appear next to their name and they will be added to the list at the top.
  • Step 7. Click the Add option to add them to the group. You won’t have to update the group to save changes, added users will be automatically saved.

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