Quickly add users to multiple groups
- Navigate to the management section from the menu, then select 'contacts'.
*Note: You must be an admin in the top group of the organization to access contacts.
- Select the three dots next to the user you would like to add to a new group, then press 'Add to group'.
*Tip: Feel free to search or use filters to make it easier to find the contacts you are looking for.
- Select the group or groups you would like to add the user to, be sure the right role is selected, then press done.
- If you would like to add multiple users to a new group at once, feel free to select multiple users, then press the 'Actions' button to bring up the 'Add users to group' option.
*Tip: You can filter by age, products, or registrations in the contacts section to easily select all the contacts you want to add to a new group at once.
Nice to know: If you add a user to a group who is already in that group, don't worry, they won't be duplicated. When adding multiple users to a new group, the ones who aren't in the group yet will be added, and anyone who is already in the group will remain as they are.