Overview
The article provides a comprehensive guide on how to add advocates to groups within a management dashboard. It outlines various methods including adding from the group page, the advocate's profile, and using a fly-out panel on the Advocate tab. Detailed step-by-step instructions are provided for each method to ensure users can efficiently manage their advocate groups.
Information
- Adding advocates from the group page
- Adding advocates from the advocate's profile
- Adding advocates from the fly-out on the Advocate tab
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 !
FAQ
How can I add an advocate to a group from the group page?
To add an advocate from the group page, navigate to the 'Groups' tab, select the group you want to edit, click 'Add Advocates' at the top right, search for the advocate's name, select them, and then refresh the page to confirm their addition.
What is the process to add an advocate to a group from their profile?
Go to the advocate's profile, click on the 'Groups' tab, then click in the space by 'Add/Remove the Advocate from Groups' and select the desired groups. The advocate will then be added to the selected groups.
Can I add an advocate to multiple groups at once?
Yes, when adding advocates from the group page, you can type in the names of multiple advocates and add them all at once to a group.
How do I use the fly-out panel on the Advocate tab to manage group memberships?
Access the 'Advocates' tab, click on the advocate's name to open the fly-out panel, navigate to the 'Fields' tab, scroll to the 'Groups' section, and from there, you can add the advocate to groups by selecting from the dropdown or remove them by clicking the 'x' on the group name.
Is it necessary to save changes after adding or removing an advocate from groups?
Yes, after making any changes to an advocate's group memberships, you must click 'save' to update their settings.