How does an Administrator add members to a Group or an eForm using the "Bulk Add Members" feature?

Warren Chan

June 14, 2023 16:35 Updated

For Community and Group Editions

Administrators can add members to a Group or an eForm using the "Bulk Add Member" feature. Profile IDs (e.g., Student's ID, Club Membership Number, Employee IDs) are needed to perform this action.

This feature can only be used for manually created groups and cannot be used for "synced" groups.

Groups

1. Hover your mouse over the group icon and click the menu icon .

2. Click Manage this group.

3. Click the Bulk Add Members or Bulk Add Students button.

4. Enter the member's Profile IDs. Click the Add Members button to complete.

NOTE: Profile IDs are case sensitive.

5. A confirmation page similar to the one below will appear.

6. Bulk Remove Members or Bulk Remove Students works the same way.

eForms

1. Click the menu icon of the eForm that you want to add members to.

2. Click Bulk Add Members or Bulk Add Students at the left-hand side menu.

3. Add the Profile IDs of the members you wish to add. Click the Add Members button to complete.

This feature is only available for eForms that are Manual Drag and Drop audience type.

NOTE: Profile IDs are case sensitive.

4. A confirmation page similar to the one below will appear.

5. Bulk Remove Members or Bulk Remove Students works the same way.

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