How Do I Move a Person From Multiple Groups?

Helpdesk -

This functionality allows you to move a member to and from multiple groups at once, speeding up your admin. To do this, follow the steps below: 

Step 1: Next, hover over the ‘Member’ icon and select ‘Move to new group’.


Step 2: Choose which group(s) you wish to move the person from. This could be one or multiple groups.

Step 3: Click ‘Move to’ and select which group(s) you would like to move the person’s record to. Again, this could be one or multiple groups.


Step 4: When you are happy with your selection, click ‘Move’.

Step 5: Press ‘OK’ to confirm.

Step 6: A confirmation screen will appear to confirm the person has been moved. Press ‘OK’.


Once you have completed these steps, you will have successfully moved a person from and into a new group/groups.

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