Adding Members to a Group

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Adding Members to a Group

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Whenever the Membership List is open, you can assign one or more members to one or more groups with just a few clicks.

Assigning Members to a Group

1.Choose the Members workspace from the Home ribbon bar.
 

2.In the list that opens, select the records to be assigned to the group. You can use the standard Windows selection methods.

3.In the Quick Assign section of the ribbon, click Group.
 

4.The Group window will open.
 

5. The system assigns each selected member to the group (unless they're already members), and displays the total assigned.