How to View/Add a Group or Individual the Mobile Experience

View a Group

1. From the top navigation, click Groups.

2. In the search bar, type the group name or a keyword.

   • Or click Filter By to filter by Location (if enabled) or Group Type (if enabled).

3. Click Apply.

   • If locations are enabled, you can use both Filter By and the Search bar to narrow results.

4. Click the group name to open it.

   • You will see a list of users in the group.

5. To send a message to the group, click Message Group (top right).

6. To manage members:

   • Click the three dots next to a user to remove them from the group.

   • Select multiple users using checkboxes, then click Edit User to:

     • Add users to another group

     • Delete users from the group

     • Export the user list

View an Individual

1. Click People from the top navigation.

2. Find the user using the search bar or filters.

3. Click the three dots to the right of their name.

4. Choose from the following options:

   • Add User to Group – opens a pop-up where you can:

     • Filter groups by location or type

     • Search by group name or keyword

     • Select the group and click Add User

   • Send Message to User – opens the message composer

   • Make High Priority

   • Edit – opens the user’s dashboard to update contact info

   • Delete – removes the user from the system

Add an Individual User

1. Click People from the top navigation.

2. Click + Add User (top right).

3. Follow the prompts to complete each section:

   • User Information (Required):

     • First Name

     • Last Name

     • User Type/Level

     • Username (must be unique)

     • Password

     • Primary Email

   • Contact Information (Optional):

     • Address

     • Additional Emails

     • Phone Numbers

   • Group Information (Optional):

     • Add the user to one or more groups

4. Click Add User to save.

Add a Group

1. Click Groups from the top navigation.

2. Click + Add Group (top right).

3. In the pop-up window, complete the following:

   • Group Name

   • Description (usually matches the Group Name)

   • Group ID (used for IVR to identify the group)

   • Group Type

   • If locations are enabled, fill in additional label options (e.g., Grade, Department, Service Time)

   • Top Level Groups:

     • Select the correct location or place in the system-wide group level

   • If creating a Global Group, choose the group to attach messages to

   • Choose whether to allow users to opt in

4. Click Create.

5. Once created, you can add users to the group.

Updated August 08, 2025 17:27