Moving users to another group

Managing users effectively is essential, especially when working with groups. Sometimes you may want to move users from one group to another, for example, to better organize your structure. This can be done per user or in bulk.

Moving user to another group - Per user

Step 1: Log in to the admin portal.

Step 2: Go to the users section. In the user list, find the person you want to move.

Step 3: Click view user.

Step 4: Go to settings and click on personal.

Step 5: Adjust the primary and/or secondary groups as needed and click save. The user has now been moved to the selected group(s).

Note: the user will have to be assigned to a group in order to make it the primary group.

Moving user to another group - Multiple users

Use bulk actions to move multiple users to a new group at once.

Step 1: Log in to the admin portal.

Step 2: Go to the users section.

Step 3: Select the users you want to move by checking the boxes next to their names.

Step 4: Once you've selected at least one user, the bulk actions bar will appear at the top.

Step 5: Click move to group in the bulk actions bar and adjust the primary and/or secondary groups as needed. Click save to apply the changes. All selected users have now been successfully moved.