Add Users to Member Groups

After creating Member Groups, you will want to add users/members to the groups. The process varies based on whether you are adding new users/members or adding existing users/members.

Add New Members to Member Group(s)

To add new users/members to a Member Group, follow these steps:

  1. From the primary admin navigation, select Users > Add User.
  2. You should be taken to the User Maintenance Form.
  3. On the Basic tab of the User Maintenance Form, complete the following required fields:
    1. First Name: The user's first name (e.g., John).
    2. Last Name: The user's last name (e.g., Doe).
    3. Email: The user's email address (e.g., john.doe@email.com).
    4. Username: The desired username (e.g., john.doe@email.com).
    5. Password: The desired password.
    6. Confirm Password: Re-enter the same password from the previous step.
  4. Your form should look something like the following:
  5. On the Group Memberships tab, select the User Group(s) you would like to assign the user to.
  6. Click Add.
  7. If you uploaded a profile image, you will be taken to the Image Details screen where you can Re-Crop the auto-generated thumbnails.
  8. Otherwise, you be be redirected to the Groups & Users screen.

Add Existing Members to Member Group(s)

To add existing users/members to a Member Group, simply following these steps:

  1. From the primary admin navigation, select Users > View Users.
  2. You should be taken to the Users view of the Groups & Users screen.
  3. The exclamation mark indicates a user is not assigned to any groups.
  4. To view all "unassigned" users, simply click the View Unassigned Only button.
  5. From the listing of users, you can either select the user from the list of available users, or use the search feature.
  6. To use the search feature, type either the user's first name, last name or company in the search box, then click the spy glass to search for the user.
  7. You can also use the Advanced Member Search form by clicking the Advanced button located next to the search box.
  8. You should be taken to the User Search Results screen. To edit the user, click either the user's name or the pencil icon.
  9. You should be taken directly to the Member Maintenance Form. From the Member Maintenance Form, select the Group Memberships tab.
  10. Select the User Group(s) you would like to assign the user to, then click Update.