Add & Remove Members

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Groups don't exist without people! Manually add individuals to each group or add multiple people at once from a list. People can also join a group themselves.

Check out this video to see how it looks to add and remove members or follow the steps below.

 

If you haven't already imported people into your database, use the People Import Tool to speed up the process of adding people to groups.

Once you've created your group, you're ready to add people to it!

Add Individuals to a Group

From the Members tab, type the name of the person. If they don't auto-populate in the dropdown, select Create a new member to add them to your database.

Add Multiple People to a Group

If you have access to People, use the Bulk Action tool to add multiple people to a group.

Choose Bulk Actions from the settings dropdown on the People page.

bulk actions

Begin typing the names of people you'd like to add to a group then use the dropdowns to select the appropriate group.

add multiple people to group

If you've already created a list of people, you can change Individuals to Lists and perform the action on a whole list of people instead.

Select Update x people to add the people to the group based on the role you've selected.

Remove a Group Member

Remove a member from a Group on the Members tab. Choose the dropdown under Member Actions on the same line as the person then Remove from group.

When a person is removed, their information is still available in the database through People. To fully remove the person from the database, make them inactive.

Now that you have some members in your group, let's make them leaders or add some events!

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