How to Add or Remove an Individual from a Group?

How to Add or Remove an Individual from a Group?

How to Add or Remove an Individual from a Group?

You may add a contact to any groups you have created in your system. If you have not created any groups, you may do so from the Contacts Module home screen. Click the Groups button or Manage Groups on the left panel. For more detailed information view the KB article "How to create groups"

To Remove an Individual from a Group:

  1. Click Dashboard
  2. Click Contacts Module
  3. Click View Contacts
  4. Click on the Group Name Or search for the individual's name in the grid
  5. Click on the Manage button for the individual
  6. Click Groups located in the horizontal menu
  7. Click in the checkbox for the group(s) to REMOVE (Unchecked) the individual
  8. Click Update Group button to save changes.

To Add an Individual to a Group:

  1. Click Dashboard
  2. Click Contacts Module
  3. Click View Contacts
  4. Search for the individual's name in the grid
  5. Click on the Manage button for the individual
  6. Click Groups located in the horizontal menu
  7. Click in the checkbox for the group(s) to ADD (Checked) the individual
    • NOTE: if you are using X-CD to manage your membership, if the group is a member group, ensure to enter the corresponding expiration date, if applicable
  8. Click Update Group button to save changes.

    • Related Articles

    • How to View Add and Remove Members of a Group?

      To View Members of a Group Click Dashboard Click Contacts Groups Click View button for the group you wish to view NOTE: The grid will display all members of the group. Use the Filter to view expired or valid members. To Add an individual to a Group? ...

    • How to remove a person from a Group Registration?

      Click Dashboard Click Attendee module Click Manage Groups in the left side menu Click on the row the Group appears on in the list Click See All Group Members in the right side menu Click the Remove from Group button for the name of the person to be ...

    • September 2024: Membership Management Updates

      We have implemented new updates to the Membership module to help make membership management easier for administrators. This will impact X-CD clients who currently use the X-CD membership module. These changes were necessary to properly collect ...

    • Managing an Individual's Membership

      How to get to the Individual Membership Management screen How to Grant a Membership to an Individual? How to Temporarily or Permanently Remove Access to a Membership? How to Update a Member's Expiry Date? How to Change a non-paid Membership? How to ...

    • How to add a Group Administrator for a Group Registration?

      NOTE: First the administrator of the group registration needs to have a contact profile in the system. If not, then you need to add a contact for the group administrator. Once the group administrator contact profile has been created, you need to add ...