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Add / Remove Users from Groups
Add / Remove Users from Groups

Learn how to add and remove users from a group (update group members).

Operations Team avatar
Written by Operations Team
Updated over a month ago

TABLE OF CONTENTS

I. Groups, Content Visibility & Calendar Events

II. Add Users to Groups

III. Remove Users from Groups

IV. Troubleshooting

I. Groups, Content Visibility & Calendar Events

New group members can automatically view the below on the group page:

  • All group documents

  • All group goals

  • All group meetings

  • Group discussions, tasks, polls created after the member is added to the group

New group members cannot see the content listed below unless they are manually added to it:

  • Past group discussions

  • Past group tasks

  • Past group polls

New group members receive calendar events for all meetings created after their addition to the group.

In order for new group members to have calendar events for meetings created before their addition to the group, invites for these meetings need to be re-sent to all invitees. To learn how to do so, please see Related Articles.

When a user is removed from a group, they are removed from the group’s meetings. They receive email notifications which remove these meetings from their calendars.

Removed group members retain access to the following content:

  • Group discussions started before their removal

  • Tasks assigned to the group before their removal

  • Polls assigned to the group before their removal

II. Add Users to Group

Only the following users can add users to a group:

  • Organization admin

  • Group admin

  • Group owner

To add users to a group:

  1. Click Groups in the main main navigation menu on the left

  2. Find the group to be updated and click on the group's name to open the group page

  3. Click Members in the top navigation menu

  4. Click Update Members

  5. click into the text box labeled Type a person's name

  6. Type a name

  7. Click this name in the menu this drops down

  8. Click Save

III. Remove Users From Group

Only the following users can remove users from a group:

  • Organization admin

  • Group admin

  • Group owner

To remove users from a group:

  1. Click Groups in the main main navigation menu on the left

  2. Find the group to be updated and click on the group's name to open the group page

  3. Click Members in the top navigation menu

  4. Click Update Members

  5. Click the X to the right of the names of users who should be removed from group

  6. Click Save

IV. Troubleshooting

Cannot add User to Group

When a user’s name does not drop down from the Type a person’s name field, this means either the user is already added to the group, or they are not yet added to the organization.

Only those who are already admins, members, or observers at the organization-level can be made group members.

Please review the group members tab and the People directory. To learn how to add someone to the organization before adding them to the group, please see Related Articles.

Group Members Can’t Access Content

If a person is listed in the Group Members list, but cannot access some expected items, the cause is likely that this content was created before they were added to the group. To fix this, manually edit the users added to the desired item to include the new member.

To learn more about group content and new members, and how to edit users added to polls, tasks, and more, please see Related Articles.

Group Member Name Duplicated

If a group member’s name is listed multiple times on the group members list, please report this to Support. Please do not try to resolve this by removing the user from the organization.

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