Creating groups allows you to assign content to a group of people, and provide access to workspaces, pathways and events. You can also use groups as audiences in campaigns so it's important to think carefully about which groups you will need.

Creating a group

To create a group go to account - groups. Then click on create a group and name your group. You can add user to a group by clicking on the group you wish to add the user to, then click add to group:

Find the user and click add. You can do this for just one user or repeat the process for multiple. Once you're happy with the user(s) you'd like to add, select add to group:

Adding individual users to a group

If you are adding your users individually then once your user has been added you can then add them to the groups they need to be a member of.

Add users to a group or multiple groups in bulk

You can upload a CSV with the users you wish to add to a group or multiple groups. This may be a group of new starters, group of new managers or just an all users group.

Head to account - people. Click on bulk user import, and upload your CSV as per this support guide, then choose the group(s) you wish to add the users too. When adding users to multiple groups you MUST separate different groups with a semi-colon within the group column for each users depending on which group they need to be added to e.g All Users; New Joiners; Finance or All Users; New Joiners; Marketing etc

If the users are already on the account, make sure you click update existing users so it doesn't duplicate their information and just adds them to the group(s):

Please note if the user is already uploaded to the platform then all you need to do is upload their email address or account name as their additional information will already be saved on the platform from previous uploads.

If you have many groups and lots of people we recommend you use CSV as a way to add people in to groups quickly and easily. You can create groups for departments, teams or locations e.g.

  • UK Head Office

  • UK Stores

  • UK Team 1

  • UK Team 2

  • US Head Office

  • US Stores

Just remember to separate the groups within the CSV column with a semi-colon.

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