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Moving users to another group

Updated

At Guardey, it's important to manage your users properly, especially when working with groups. Sometimes you need to move users from one group to another, for example to better structure the organization.

 

Move user - Per user

Step 1: Access the Guardey Admin Portal

  1. Log in to the Guardey Portal: Start by logging in to your Guardey account. Then go to the admin section
  2. Navigate to ‘Users’: In the admin dashboard, you will find a section called Users. Click this to get an overview of all users within your organisation.

Step 2: Deactivate user

  1. Manage user: Find the user you want to delete in the user list. Click Manage User behind the email address of the user in question.
  2. Navigate to Settings: In the user's management mode, find the Settings option. Click this to access the various actions. Then click on Personal on the left side of the screen
  3. Select Other Group: Now click on Primary Group. After this, you will see a drop-down menu where you can see your different groups. Now select the group you want to move your user to. Then click the green Save button at the bottom of the page. Your user has now switched groups.

Change the group of user.png

Move user - Multiple users

When you want to change groups of multiple users at the same time, the bulk action option is very useful. It allows you to select multiple users at once and perform the same action.

Step 1: Access the Guardey Admin Portal

  1. Log in to the Guardey Portal: Start by logging in to your Guardey account. Then go to the admin section
  2. Navigate to ‘Users’: In the admin dashboard, you will find a section called Users. Tick the checkbox next to the users you want to delete. Once you tick the first checkbox, the possible bulk actions will appear.

  3. Bulk actions: The following actions are available:

    Select All: Select all users in the list.
    Re-Invite: Invite users again.
    Move to Group: Move selected users to a specific group.
    Reset game progress: Reset the progress of selected users.
    Deactivate User: Select this option to remove all selected users.

FAQ Bulk actions.png

Step 2: Changing users from one group to another

  1. Click on “Move to Group”: Once you have selected the desired users, choose the Move to Group option. After this, you will see a drop-down menu where you can see your different groups. Now choose the group you want to move your users to. Then click the green button to confirm. Your selected users are now all moved to the appropriate group.

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