How to Add Users to a Group

Click here to download PDF instructions for adding a users to a Group.

There are 3 ways that you can add users to groups:

• One user at a time
• Multiple users at once
• An automatically updated list of users (Dynamic Group) based on information in the users profile.

Adding users one at a time

• Go to “MANAGE USERS” in the admin menu.
• Do a search for the user that you want to add to the group. You can search by any of the fields shown on the top half of the page.  You can enter partial information.
• Click on “Edit Account Info” under actions

• From the basic info page, you will see a list of groups under “Edit User’s Group Ailliation”.

• Select the Group(s) for that user.
• Click “Modify Group Affiliation”.

Adding multiple people at once.

• Go to MANAGE USERS

• Do a search for the users that you want to add to the group. Example: If you need a list of everyone who graduated in the last 10 years. Enter 2003-2013 in the “School 1 Grad Year within:” field.

• In the filter dropdown, click “Add to group” At the top of the next screen you will see the number of records that was returned.

• From this screen you can either add all of the records to a preexisting group (drop down) or create a new group.

• You will also have the option of emptying the pre- existing group first.

• Click “Add these users now”.

Dynamic Groups
Dynamic groups are used to create groups that automatically update based on profile information.  Any time new alumni or users join the database – they will be added to the group automatically if their profile fits the criteria you have set. For example – if you want to run a list of all of your current members who are HBS alums before 1995. You would use a dynamic group to avoid having to manual add people to the group.  Dynamic groups are always hidden and will not appear on your site/

• Go to MANAGE USERS
• Click on GROUPS
• Give your new group a name and description.
• Choose “Dynamic” under  group type.
• 4 lines will appear below group type.
• In each of the 4 drop downs, you can choose any profile field, including membership. Please keep in mind the “and/or” drop down.  This affects who will be included in the group. 
• Click “Save changes to this item”.
• This group will be automatically updated.  In the “Groups” listing it will always say (N/A) for numbers.  To see the number of people in this group – click “view”.