Adding Users to a Group from the User Component

  1. Select "Users" from the "Users" drop-down menu on the left-hand side of the screen. 
  2. Select "Create a User" in the blue bar at the top.
  3. Fill out the required fields to create a user.
  4. In the "Groups" field, you can either add the user to an existing group or create a new group to add them to:
    1. Add to an existing group — begin typing the group name; existing group names that match the text will be displayed, at which point you may select from the drop down.
    2. Add to a new group — type in a group name that does not currently exist; use the "return" key on your keyboard or select the text in the drop down to add the group.
  5. Once the user is saved, the group associations will take effect and any new groups will be created as a result.
  • Note: Users who are added to groups with tasks assigned to them will automatically receive those tasks, unless the user has previously completed the assigned tasks.


Removing Users from a Group from the User Component

  1. Select "Users" from the "Users" drop-down menu on the left-hand side of the screen. 
  2. Select the user you'd like to edit.
  3. Select "Edit" in the blue bar at the top.
  4. Hover over the group name and click the "X" to the left of each group name to remove the group.
  5. Select "Update" at the bottom of the page to save.
  • Note: Users who are removed from groups with tasks assigned to them will automatically have those tasks removed if the tasks have not been completed.


Adding Users to a Group in the Group Component

  1. Select "User Groups" from the "Users" drop-down menu on the left-hand side of the screen. 
  2. Select the group you'd like to add a user to.
  3. Select "Add Users to User Group" from the blue bar at the top.
  4. Users who currently exist in the group will be highlighted in yellow.
  5. Select the blue "+ Add User" button next each user you'd like to add to the group.
  6. Users selected will be highlighted in yellow and appear in the right-hand column.
  7. When finished, select "Save" at the bottom of the page.
  8. Confirm the pop-up.
  • Note: Users who are added to groups with tasks assigned to them will automatically receive those tasks, unless the user has previously completed the assigned tasks.


Removing Users from the Groups Component

  1. Select "User Groups" from the "Users" drop-down menu on the left-hand side of the screen. 
  2. Select the group you'd like to remove a user from.
  3. Users can be removed one by one on this main list screen by simply selecting the red "Remove User from Group" button and confirming on the pop-up.
  4. To remove multiple users at the same time, select "Remove Users from Group" from the blue bar at the top.
  5. Select the red "Remove User from Group" button next each user you'd like to remove from the group.
  6. Users selected will be highlighted in yellow and appear in the right-hand column.
  7. When finished, select "Save" at the bottom of the page.
  8. Confirm the pop-up.
  • Note: Users who are removed from groups with tasks assigned to them will automatically have those tasks removed as well if tasks have not been completed.