How to Move Users Between Groups

Guide to Reassigning Users Between Groups

To move a user from one group to another, you’ll need to:

  1. Add the user to the new group.
  2. 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

  1. Choose the Group:
    • Navigate to the group where you want to move the user.
  2. Add the User:
    • Click on the + Add Members button.
    • Select Users.
  3. Enter User Details:
    • Provide the user’s email address.
    • Assign the appropriate role for the user in the new group.
  4. Submit:
    • Click Submit to add the user to the new group.

Step 2: Remove the User from the Previous Group

  1. Navigate to the Group Dashboard:
    • Go to the group where the user is currently listed.
  2. Locate the User’s Profile:
    • Find the user in the group dashboard and click on their profile.
  3. 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.