Whether you are creating a new group or editing an existing group, the heart of the group is always the people who belong to it.
It is therefore important to know how to add and remove people and, for example, change their role or status in the group.
Add person #
Add individual person #
To add individual person to a group, navigate to Members (1) in the group and click on Add member (2).
You can then search for the person you want to add (1) or select a person from the suggestions (2).
You then assign the person their role (1) and status (2). You can also add a comment (3), edit the joining date (4) and, if required, set the leaving date (5).
Click on Add a person (6) to complete the process and the person is now a member of the group.
Add multiple people #
To do this, navigate to the Persons module (1 and 2) and select (6) all the people you want to add to the group. You can also use filters (4 and 5) and the search function (3) to find all the people you want more quickly.
Then select the menu item Add to group (2) under Bulk actions (1) and follow the next steps.
Remove persons #
Remove individual persons #
In the Members section (1), you can open the context menu (2) of the person you want to remove from the group and select the menu item Remove from group (3).
You then have to confirm the process and the person is no longer a member of the Groups.
Remove several people #
To do this, navigate to the Members (1) section of your group and filter your group in the list of people (3) using the context menu (2).
There you select (1) all the people you want to remove from the group, select the menu item Delete from group (3) in the Bulk actions (2) and follow the further steps.
Edit role, status, group member fields etc. #
If the roles or status of the people in your group change or you want to edit other information about their group membership, you can also do this in the List of people.
Edit individual person #
To edit the group membership of an individual person, navigate to the Members area (1) and select the table view (2).
Here you can quickly and easily make the desired change. To do this, hover over the field you want to edit and click on the pencil icon that appears.
Edit multiple people #
In the Members (1) section of your group, use the context menu (2) to filter your group in the List of people (3).
There you select (1) all the group members you would like to work on, then select the task you would like to carry out from the Bulk actions (2) and follow the next steps.
