How do I assign multiple people to a group?

Modified on Tue, 3 Sep at 2:49 PM

Video:


Steps:

1. Log in to your Policy Passport profile and click on the "Admin" tab


2. Click "People"

Click 'People'


3. Optionally, apply a filter to more easily search for the users

Optionally, apply a filter to more easily search for the users


4. Check the boxes next to each user's name

Check the boxes next to each user's name


5. Click "Lists / Reports"

Click 'Lists / Reports'


6. Click "+ Create new list"

Click '+ Create new list'


7. A default name will automatically populate the list

A default name will automatically populate the list


8. Rename the list

Rename the list


9. Click "Save"

Click 'Save'


10. Click "Assign"

Click 'Assign'


11. Click here to see all of your groups

Click here to see all of your groups


12. Choose a group to assign them to

Choose a group to assign them to


13. Click "submit"

Click 'submit'


14.  A notification banner will appear, indicating that the assignment is being processed in the background.

A notification banner will appear, indicating that the assignment is being processed in the background.

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