How to add or remove users from a group?

The group structure is one of the cornerstones of any MotiSpace, and chances are you will need to add users to groups, and remove users from groups, quite regularly. This can be achieved in a few different ways, which we will take a look at below 🥁

Add a user to a group

The standard way to add a user to a group is to go to either the user or the group within your MotiSpace settings, and then creating a Group Membership between them. 
 

Create a Group Membership via the User:

1. Go to MotiSpace settings and find the Users page in the left-side panel.
    
2. Find the user in question and click on them. A right-side panel appears.
    
3. In the right-side panel, scroll down and expand the Groups section.
    
4. Click Add to group and then find the group you want to add the user to. 
   You will also be asked to set a group role for the users's group membership (more about group roles here). Make sure the box for "Add to all parent groups as well" is ticked if you also want the user to become a member of any and all parent groups of the group you selected automatically.
   
   
    
5. Once you click Confirm, the group membership is created.

Create a Group Membership via the Group:

1. Go to MotiSpace settings and find the Groups --> Overview page in the left-side panel.
    
2. Click on the group in question. A right-side panel appears.
    
3. In the right-side panel, scroll down and expand the Users section.
    
4. Click Add user and look up the user you want to add to the group.
   You will also be asked to set a group role for the users's group membership (more about group roles here). Make sure the box for "Add to all parent groups as well" is ticked if you also want the user to become a member of any and all parent groups of the group you selected automatically. 
   
   You can also tick the box "Keep dialog open to add more" in order to keep adding more users in the same dialog box.
   
   
    
5. Once you click Confirm, the group membership is created.

Remove a user from a group

You can easily remove users from groups, either by going to the user, or by going to the group.

Remove a user from a group via the User:

1. Go to MotiSpace settings and find the Users page in the left-side panel.
    
2. Find the user in question and click on them. A right-side panel appears.
    
3. In the right-side panel, scroll down and expand the Groups section.
    
4. Click the Options button [...] for the group in question and click Remove.
   
   

Remove a user from a group via the Group:

1. Go to MotiSpace settings and find the Groups --> Overview page in the left-side panel.
    
2. Click on the group in question. A right-side panel appears.
    
3. In the right-side panel, scroll down and expand the Users section.
    
4. Click the Options button [...] for the user in question and click Remove user.