Manually create a new group from users of an existing group.
- From the Groups menu in the top navigation bar click View Groups.
- On the View Groups screen find the existing group and click the # of Users in parentheses.
- This takes you to the View Users screen. Scroll to the bottom of the page and increase the Users per page to the maximum setting of 300.
- To the left of the Select drop down, check the box. This will highlight all users on the page, selecting them.
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Uncheck the box to the left of any and all users that you “do not” want included in the new group. Only those highlighted will be included in the new group. NOTE: If the majority of the members of the existing group are to be included follow these steps. If only a few users of the existing group are to be included in the new group, go to the step below.
- If you only need to include a few users from the existing group, only check the box to the left of their names. Only those highlighted users will be included in the new group.
- Scroll to the bottom of the page and click the New Group button. NOTE: You can only do one page at a time. If your group is larger than the maximum of 300 you would need to create multiple groups, one per page.
- When the New Group button is clicked it creates a group named for today’s date. At the top of the screen to the left you will see Added Group with a hyper link to the group and a hyper link to Send Message to this Group Now.
- From the Groups menu in the top navigation bar click View Groups.To verify that all users were added to the group, locate the newly created group on the list and click the hyperlinked number in parentheses next to the green and blue People button in the Users column.
Questions? Contact the High Ground Solutions Customer Success Team via the chat feature or email!
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