Who can use this feature?
System administrator
User administrator
Once you have created a group you can start adding members straight away. When a user is added to a group they will be referred to as group members.
Note: This is a web-only feature.
You can add users to a group in three ways:
- From the invitation process
- From the group page
- From the user page
You can add both active and pending users to a group.
Important note: There must be at least one active staff user in a group before you can add a client.
Tip: For details on the best strategy to add users and groups to your organisation see User setup guide.
To add users to a group from the invitation process
See Invite users.
To add users to a group from the group page:
- From your desktop, click on the admin menu.
- Click on Contact groups.
- Locate the group you wish to add members to.
- On the group page, you will see a box for group members. Click on the add members button on the right-hand side.
- Search and select which users you want to add to the group. You can add multiple users at a time.
To add a user to groups from a user page:
- From your desktop, click on the admin menu.
- Click on Staff or Clients.
- Locate the user you wish to add to a group.
- On the user page, click on the Contact Groups tab.
- Click on the Add to Contact Groups button.
- Search and select which groups you want to add to the user to. You can add a user to multiple groups at a time.