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Add members to a group so you can send them emails or invite them to events as a set. You can also remove members from a group.

Add members to a group

  1. Go to Groups and open the group (or click Edit / Manage members).
  2. Click Add members (or Assign members). You may see a list or search of all org members.
  3. Select one or more members and confirm. They are added to the group and will appear when you use this group for emails or event invitees.
Alternative (from Members):
  • Open Members, select one or more members, then use an action like Add to group and choose the group. Behavior may vary by UI.
You can add the same member to multiple groups. They will receive emails or invites for each group you use.

Remove members from a group

  1. Go to Groups and open the group.
  2. Find the member in the group’s member list and click Remove (or the X), or open the member and remove the group assignment.
  3. The member is no longer in that group. They remain in the organization and in any other groups.
Removing a member from a group does not remove them from the organization or delete their data. It only removes that group label.

See who is in a group

  • In Groups, open the group and view its member list.
  • In Members, use the filter by group to show only members in that group.