Manage Group Members

If you have Organization Admin permissions for an organization Official entities, such as public health authorities, healthcare agencies, and corporations., on the Members page for a group Comprised of accounts with certain shared characteristics, such as role or location, but not necesarily employer., you can do these tasks:

• Export account Used to track and manage users. Accounts differ from your profile, which is used to modify personal settings for using the solution. information for a group in a comma-separated values (CSV) file.

• Add group members to an organization or another group.

To manage group members

1. On the main menu, select Groups. The Groups page opens.

2. Locate the group and click that row. The group details open on the right.

3. Click Members. The Members page opens.

4. Select the checkbox for each member you want to manage.

5. Perform any of these actions:

   Export account information in a CSV file

   1. Click one of these options. The Export completed window opens.

      • Export: Exports information for selected members.

      • Export All: Exports information for all members.

   2. Click Download. Your browser downloads the file.

   Add members

   1. Click + Add Members.

   2. Select one of these options.

      • Select Members: The Add Accounts page opens.

        1. Select the checkbox for each account you want to add.

        2. On the upper right, click Add.

      • Import Members: The Import Members window opens.

        1. Download the template.

        2. Open the template.

        3. Delete the examples from the template.

        4. Enter at least one email address for each account you want to add. Separate multiple email addresses for a single account with a semicolon.

        5. Save the updated CSV file.

        6. Upload the updated CSV file.

   Import members to groups

   1. Click Add Members > Import Members. The Import Members dialog opens.

   2. Click Download to download the ImportGroupMembersTemplate CSV file.

   3. Add all member emails you want to add to the group to the Members column. Save the file.

   4. Upload the file to the Import Members dialog then click Import.

   5. When the members have finished uploading, click Close.

   Remove members

   1. Click Remove Accounts. A confirmation window opens.

   2. Click Remove.

   Add members to organizations

   1. Click Add to Organization. The Select Organizations page opens.

   2. Select the checkbox for each organization you want to add members to.

   3. On the upper right, click Select. A confirmation window opens.

   4. Click Add.