Managing Group Members

Adding members (as a group admin)

Members can be added in the group by group owner or admin. Members can be added in more than one way:

1. Select non group members from site - From the members tab of the group

• Open the group details page, and click on Members tab
• Click on the Add/Invite members link
• The next screen presents a search widget to search users from the microsite, just enter any search criteria like username, first name or lastname. You can also use % character as the wildcard character. Click Search to find the users.
• Select the intended users from the displayed list of users, select a role to be assigned to the members, and click Add or Invite

2. Specify Username - From the members tab of the group

• Open the group details page, and click on Members tab
• Click on the Add/Invite members link
• Click on Specify Username button, this will open a popup window.
• You can enter multiple usernames (it can't be first/last name) in the text field and click Submit. You can optionally specify the user's role as well on each line, by default Learner role will be assigned if nothing is specified.

3. Specify Emails - From the members tab of the group

Note: This option is only available to site-admins. To allow other group admins to be able to add members using email, enable the setting Allow group admin to add learners via email from Site Details->Security tab first.

• Open the group details page, and click on Members tab
• Click on the Add/Invite members link
• Click on Specify Email button, this will open a popup window.
• You can enter multiple email ids separated by comma in the text field and click Submit. All users will be assigned learner role in the group. A user with matching email id will be searched in the site, and if one is found, it will be used. If the one which is found is inactive, then it will be reactivated. If no existing user was found having same email, then a new user account will be created, which will have user name same as the specified email. The default password will be unspecified and the only way user can get in the system is by requesting a password reset link via Forgot password option.

Adding members (as site admin)

Users can be added to group by site admin in following ways:

1. While creating the users:

During bulk user creation process, you can select the groups from the site-groups and a group-member role for all the newly created users

2. Editing a user account:

• From the Site Admin->Site Users page, search for any user account, and Edit the account details
• Open the Group Memberships tab and click on Subscribe User to Groups,
• Select the site-groups from the list and Save

Approve / Reject Membership Requests

To view membership requests for a group, group owner or admin can open the Members tab of the group, and filter the members listing for Pending status. From this list select the users who you want to approve or reject, and click on Corresponding action button.

• Accept Request: Membership of the user will become active
• Reject Request: Membership will be rejected, user can re-request
• Block Sender: Membership will be blocked, user can no longer request again