Groups: Assign a Person

You can assign people to a group in a number of different ways, this step by step guide will detail all methods.

Via the Group

Step One

Navigate to the People area of the platform in MANAGE mode, then select the GROUPS tab at the top of the page.

🚀 If you are using our new menu feature, hover over the People section of the side-bar, then navigate to:

Manage ➡️Groups

Select the Groups title and then proceed with the steps below

Step Two

This page will display a comprehensive list of all groups in the tenant. Select the title of the group you wish to assign the person (or people) to. This will open the group's details page.

Step Three

Under the PEOPLE IN [GROUP NAME] section, click the pencil icon to open the UPDATE PERSON pull-out drawer.

Step Four

Toggle on the relevant people from the list and click the SAVE button in the bottom right-hand corner to add these people to the group.

Via the Person's Profile

Step One

Navigate to the People area of the platform in MANAGE mode.

🚀 If you are using our new menu feature, hover over the People section of the side-bar, then navigate to:

Manage ➡️People

Select the People title and proceed with the steps in the rest of this guide.

Step Two

Locate the employee within the list either manually or using the filters/search bar at the top of the page. Then select their name to open their profile.

Step Three

Select the groups tab on the left-hand side, this will display the person's associated groups.

Step Four

Click the pencil icon in the top right-hand corner of the GROUP MEMBERSHIPS section to open the SELECT GROUP pull-out drawer.

Step Five

Toggle on the relevant group(s) from the list and click the SAVE button in the bottom right-hand corner to add the person to the group(s).