How to add or remove app users to/from a user group

Steps to add an individual app user

1. From the left-hand side menu, select App Users > List users.
2. On the List Users screen, navigate to the app user you would like to add to a user group and on the right of the person’s name click User Groups and click on the user group/s you want to add the app user to. Once added, the square beside the user group will turn into a tick and the User Group button will change color indicating the app user has been added to a user group/s. To remove, simply click again on the user group and the tick beside the user group name will return to a square and remove the app user from that user group.
   

Steps to add/remove multiple app users

1. From the left-hand side menu, select Groups > User Groups.
2. On the User Groups screen, find the user group you want to add app users to and on the far right of the user group select Actions > Bulk Upload CSV or Bulk Remove CSV Upload.
   
3. Upload a CSV document containing a list of the app user’s email addresses you want to add or delete from the user group by clicking Choose File. The CSV file must follow the layout shown below. Once a file has been chosen, click Upload or Upload & Remove users from this group. The app users will be assigned or removed from the user group and the window will close automatically.

   Email Address

   example@host.com

   example2@host.com

   example3@host.com

   
   

Steps to automatically assign app users

When creating an event, service, subscription or offer you can automatically assign any users who sign up for the to be automatically assigned to a user group. In the creation/edit form for these features the below field will show, simply select the user group you want the app users to be automatically assigned to.