Groups allow administrators to organize signers. This simplifies tasks like distributing certifications and user management. Members can be added and removed from groups as needed.
Create a group
To create a group:
- 1
- Navigate to the Members tab.
- 2
- Choose the Groups sub-tab.
- 3
- Click Add a group to open the group creation window.
- 4
- Name the group and click Save Changes to create an empty group.
- 5
- On the Groups screen, click on the group name to open the member list.
- 6
- Add members to the new group.
To rename a group, go to the Groups sub-tab and click Rename to the right of the group name.
Add members
To add members to an existing group:
- 1
- Click on the Groups sub-tab under the Members tab.
- 2
- Click on your chosen group.
- 3
- Click Add members to bring up a list of users on the account. Use the filter field to narrow your choices.
- 4
- Selecting the users to add and click Add members in the dialog box.
Members added to a group will not receive letters sent to the group prior to their addition. You will need to send an individual certification to users added after a letter has been sent to the group.
Remove members
Removing members from a group does not remove them from any letters already assigned to that group.
To remove a member from a group:
- 1
- Open the group from the Groups sub-tab.
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- Click Remove to the right of the name of one or more members.
- 3
- Clicking Remove Members.
- 4
- Confirm your decision to remove in the dialog box.
Export a group
A Certification Admin can export the members of a group to a .CSV file. This allows for easy review of large groups to ensure accurate group membership prior to sending out a significant certification.
