Guide to Reassigning Users Between Groups
To move a user from one group to another, you’ll need to:
- Add the user to the new group.
- Remove the user from the previous group once they’ve been successfully added or you may also keep users in multiple groups.
*The user will not need to re-do requirements when they are added into multiple groups
Follow the steps below to complete this process:
Step 1: Add the User to the New Group
- Choose the Group:
- Navigate to the group where you want to move the user.
- Add the User:
- Click on the + Add Members button.
- Select Users.
- Enter User Details:
- Provide the user’s email address.
- Assign the appropriate role for the user in the new group.
- Submit:
- Click Submit to add the user to the new group.
Step 2: Remove the User from the Previous Group
- Navigate to the Group Dashboard:
- Go to the group where the user is currently listed.
- Locate the User’s Profile:
- Find the user in the group dashboard and click on their profile.
- Remove the User:
- Click the ellipsis (⋮) on the user’s profile.
- Select Remove User to delete them from the group.
By following these steps, you’ll ensure the user is successfully moved to their new group while maintaining accurate group assignments.