How do I move a user from one group to another?

There are two ways to move/add user(s) to a different group; manually or by CSV upload.

There are two ways to move/add user(s) to a different group:
  • Manually
    • Will add users  to the new group
    • Will remove the user from the original group
  • CSV Upload
    • Add users to a group.
    • Will not remove the user from another group
Both allow you to move individual users or groups of users.

Manually

  • Go to the Team Members Tab
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  • Use the check boxes to select the user or users you want to move
  • If you select users from multiple pages in the Team Members table, it should save your selections until you leave the page.
  • If you select all from the top left hand corner of the table, it should select the entire group, not just the users that are showing.
  • Once you have selected your user(s), select the Move button
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  • Move Team Members modal will pop up
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  • Click on the select group line to access a list of groups or subgroups you are an instructor in.
    • You can only see groups you are an instructor in
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  • Select the group you want to move your user(s) to, and click the Move button.
  • The user(s) should be in the selected group with all the same information and role(s)

CSV Upload

  • Go to the Team Members Tab
  • Select Upload CSV
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  • The Add Team Members via CSV modal will pop up.
  • Select + Upload your CSV using the button at the bottom of the modal.
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  • Too add a user to the group who already exists in another group, include the user with the groupID for the group you want to add them to.
    • groupID can be found in the url when viewing the group: https://skilledtrades.interplaylearning.com/organization/[groupID]/team_dashboard
  • Click Next
  • Preview your changes slide will come up and show you the users being added.
  • Upload your CSV successfully
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  • The user(s) should be in the groupName you added with all the same information and role(s)
  • It will not remove the member from any other group they're in.