Adding/Removing users from Groups in Bulk

  Who is this article for?  

      Client Administrators  

This article will guide you through how to add/remove users from groups on the system.   You can either walk through the steps in sequence or you can jump to the section that is relevant to you:

   
•       Selecting Users on the Management system    
   
•       Adding/Removing users from groups using the Management System    
   
•       Adding/Removing users from groups using the Reporting System  
 

Selecting Users on the Management system

Firstly go to the Management System you will need to select the User option on the left hand side of the screen.  When you click here, all of the active users on the system will load.  

You can use the filters at the top of the page to filter the groups based on Active Status, Group Type and Group Name, and you can also select to view a certain number of Items per page.  The final filter is the Action to take filter which will determine what action you will be carrying out.

You can also select to add or remove individual users to a group by clicking on the box next to the users information.

Adding/Removing users from groups using the Management System

When you have filtered down to the users you need to update, make sure you select all your users and then go to the Action to take drop down option in the Filters panel. 

You can now select the action you want to take from these options.  To add your selected users to a group first select this filter and press Action: 

A new box will pop up allowing you to select which Group Type and Group Name to move these users to:

Once you are happy with this, select Add to Group.  A green confirmation message that this is complete.

Depending on your criteria you may also wish to remove these same users from the original group.  To do this, follow the same process but select the following option and then Action:

Select which group you wish to remove them from and select Remove from Group:

Adding/Removing users from groups using the Reporting System

To do this in the reporting system using either the Training & Assessment report or the Users Report.  You will need to apply your Primary and Secondary Filters to narrow down the users in the group you wish to amend.

Once applied, you can select your users the table - you may need to view All items per page if you are looking to edit more than 10 users - and use the Action>> button on the right hand side to either add or remove users to a different group:

You will see a new pop up box which will prompt you to either add them or remove them to a different group:

A message will pop up once this is complete.  Please be aware that if you are moving a large number of users this can take up to a few minutes to complete.

Note. It is usually best practice that once you have added users to a new group that you remove them from the original group, however this is at your discretion and you may require users to be in both.