Manually Adding Individual Advocates to a Group
This article will cover:
Adding advocates from the group page
Step 1: Go to the Groups tab and click on the group you'd like to edit.
Step 2: At the top right side of the page, select Add Advocates.
Step 3: Type in the name of the desired advocates, and then click Add. You can add multiple advocates at once.
Step 4: Refresh the page and the advocate names will appear in the groups list.
Adding advocates from the advocate's profile
Step 1: View an advocate's profile
Step 2: Select the Groups tab under the advocate's profile, click in the space by Add/Remove the Advocate from Groups and add the desired groups to the advocate's profile.
All set! You have now successfully added groups to an advocate from their profile.
Adding advocates from the fly-out on the Advocate tab
Step 1: Go to the Advocates tab
Step 2: Click on the Advocate you would like add/remove from a group(s)
Step 3: On the fly-out that appears, choose the Fields tab.
Step 4: Scroll down until you see the Groups section. Here you can add groups by clicking on the dropdown arrow and selecting the group(s) to add the Advocate to. To remove them from a group(s) click the 'x' on the group name that is currently populated in that field.
Step 5: Click save!