Adding Users to a Group

Once a group is created, users can be added in several ways, each with a simple workflow for assigning group membership. 

• Add Existing users 
• Import users in Bulk 
• Assign users automatically based on SSO rules (if configured) 
• Invite New Users 

To add users to a group, begin by navigating to the Group page and selecting "Users" from the left panel.

Add Existing Users 

To add existing Elevate users to the group, follow these steps: 

1. Select Add new user.
2. Use the search bar to find the existing user by first name, last name, or email. 
3. Select "Add" to assign the existing user to the group.

Invite New Users

To invite new users (without an existing Elevate account) to a group, follow these steps:

1. Select Add new user.
2. Then select Create a New User.
3. Enter Name, Email, and Remote ID (only required for SSO-configured accounts) for the user you wish to add.  
4. The user will receive an email invitation to create an account and will be added to the group once this step is completed.

Import Users in Bulk 

To import a bulk list of users, either new or existing Elevate users, follow these steps: 

1. Select Import User. 
2. Upload a CSV file formatted according to site-specific instructions. 

Assign users automatically based on SSO rules (if configured) 

To assign users to a group based on SSO rules, follow these steps: 

• Automatically assign users to a group based on predefined SSO attributes. 
• *Special configuration required, for more information please see the SSO Group Membership Configuration.
  

Removing Users

To remove users from a group, regardless of how they were added, follow these steps: 

1. Navigate to the Group page and select Users from the left panel. 
2. Locate the user you wish to remove from the group. 
3. Use the Trash Icon next to the user to remove them from the group. 
4. A confirmation pop up will appear. Select OK to confirm removing the user from the group.