Adding Users to a Group

IMPORTANT NOTE

Group Portals will be available soon! In the meantime, you’re welcome to explore the documentation to get familiar with this feature.

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

Add Existing Users to A Group

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

Select settings from the left panels then select Groups & Portals.
Locate your group and select the teal/blue icon “Manage Group Users.”
On the Users panel, select “Add New User.”

Use the search bar to find an existing user by first name, last name, or email.
Once the user has been found sSelect Add to assign them to the group.
The message “User has successfully been added” will show when the existing user has been added to the designated group.

Inviting New Users to a Group

To add a new user (user without an existing Elevate account) to the group, follow these steps:

Select settings from the left panels then select Groups & Portals.
Locate your group and select the teal/blue icon “Manage Group Users.”
On the Users panel, select “Add New User.”
Select Create a New User.

Enter Name, Email, and Remote ID (only required for SSO-configured accounts) for the user you wish to add.
Select Create User and Add to Group.
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:

Select settings from the left panels then select Groups & Portals
Locate your group and select the teal/blue icon “Manage Group Users”
On the Users panel, Sselect Import Users.
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.

IMPORTANT NOTE

Users added to a group will receive one of three system-generated email notifications. Be sure to update email templates before adding users. For more information on email templates please see the Group Email Templates article.

Removing Users

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

Select settings from the left panels then select Groups & Portals.
Locate your group and select the teal/blue icon “Manage Group Users”
On the Users panel, locate the user you wish to remove from the group.
Use the trash icon next to the user to remove them from the group.
A confirmation pop up will appear, select OK to confirm removing the user from the group.

WARNING NOTE

Removing a user from a group will only affect their role in the selected group. It will not delete their user account or affect their role(s) in other group(s).

Last modified Sep 22, 2025