Step # 4 - Add a NEW Group

Here you may also:

  1. Add or Remove a Group
  2. Edit a Person's Member Profile
  3. Add a person to a specific group
  4. Edit an individual's group affiliation
  5. Delete someone from that particular group, or
  6. Inactivate their Group Membership

If you would like to (2) Edit a particular person's profile, please either click on their name and select Edit Person or double click on their name.  You will then be brought back to the Member page and you may make changes accordingly.

Please see Article: https://useitlibrary.screenstepslive.com/admin/v2/sites/16678/manuals/65747/chapters/205279/articles/714316?versionId=4

If you would like to (3)Add or (4)Edit a member Group, please either click on their name and select Add or Edit or double click on their name.  Once you are in the Group account, please enter/edit the information accordingly.

NOTE: Please be sure to save your work.

To (5)Delete or (6)Inactivate a person from a Member Group, please click on their name and select Delete or Inactivate on the bottom right of page.  Please note, if you select Delete you will receive a pop-up reconfirming that you would like to Delete this person from the group.  

If you select Inactivate, the system will not ask you to confirm Inactivation, the change will be made automatically.