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Adding users to groups

Available for Rapid, Core & Enterprise-3

There are 3 method to add users to a group.

Method 1: Adding users in bulk in the User list

1. Click Users

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2. Click Filters 

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You should use a filter to refine the user list

3. Select Users ( selected Users will be highlighted in yellow) 

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4. Click Actions

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5. In the drop down Add Users to > User group

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6. Select your group or create a new group

7. Apply to All Listed Users or Selected Users (for just those selected and highlighted yellow)

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7. Click Export

Method 2: Adding an individual user to a group

1. Click Users

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2. Select Groups

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3. View Users

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4. Click Add

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5. Select the User to add and the click Submit

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Method 3: Bulk import users to a group

1. Click Users

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2. Select Groups

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3. View Users

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4. Click Actions then in the drop down select Import Group Users

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5. Select Create in the action field to add new users, then click Browse to upload a file (The green Excel and CSV buttons are links to a download of a template file) 

6. Click Upload

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7. Select the user id and email column

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8. Click Validate

Note:- If the file is incorrect you will receive the below error and the field that needs to be corrected.

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