{"id":7394,"date":"2023-06-14T20:23:38","date_gmt":"2023-06-15T01:23:38","guid":{"rendered":"https:\/\/www.tidwit.com\/?post_type=docs&#038;p=7394"},"modified":"2024-10-30T01:01:21","modified_gmt":"2024-10-30T06:01:21","password":"","slug":"creating-a-new-user-group","status":"publish","type":"docs","link":"https:\/\/www.tidwit.com\/en\/documentation\/user-groups-users\/creating-a-new-user-group\/","title":{"rendered":"Creating a New User Group"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">Add New User Group Button<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">From the User Groups main page,\u00a0click on the\u00a0+ <strong>Add Group<\/strong>\u00a0button on the upper right corner.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"273\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-74-1024x273.png\" alt=\"\" class=\"wp-image-12596\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-74-1024x273.png 1024w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-74-300x80.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-74-768x204.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-74-1536x409.png 1536w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-74-18x5.png 18w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-74-360x96.png 360w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-74.png 1796w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Basic Information Tab<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A new window will appear:&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"927\" height=\"506\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-75.png\" alt=\"\" class=\"wp-image-12598\" style=\"width:674px;height:auto\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-75.png 927w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-75-300x164.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-75-768x419.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-75-18x10.png 18w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-75-360x197.png 360w\" sizes=\"auto, (max-width: 927px) 100vw, 927px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the User Group\u2019s&nbsp;Name,&nbsp;and,&nbsp;in the&nbsp;Comments&nbsp;section,&nbsp;write&nbsp;a description of the User Group&nbsp;(optional).&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click on&nbsp;Save.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Members Tab<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Once you click on Save in Step 2, the&nbsp;Members&nbsp;tab will appear next to the&nbsp;Basic Information Tab.&nbsp;Click on it&nbsp;to add&nbsp;users\/members to the User Group.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"273\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-77-1024x273.png\" alt=\"\" class=\"wp-image-12600\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-77-1024x273.png 1024w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-77-300x80.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-77-768x205.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-77-1536x409.png 1536w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-77-18x5.png 18w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-77-360x96.png 360w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-77.png 1708w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Click on the&nbsp;+ Add User&nbsp;button and a pop-up window will appear&nbsp;with a list of available users that can be&nbsp;added and some information about them.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click on the&nbsp;+ Add&nbsp;button on the right side of each user name and it will be immediately added. You can select multiple users at a time and click on the Add All Selected button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"870\" height=\"769\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-78.png\" alt=\"\" class=\"wp-image-12601\" style=\"width:714px;height:auto\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-78.png 870w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-78-300x265.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-78-768x679.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-78-14x12.png 14w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-78-360x318.png 360w\" sizes=\"auto, (max-width: 870px) 100vw, 870px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can also search for specific users&nbsp;using the search bar and the filter at the top.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"665\" height=\"328\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-79.png\" alt=\"\" class=\"wp-image-12602\" style=\"width:570px;height:auto\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-79.png 665w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-79-300x148.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-79-18x9.png 18w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-79-360x178.png 360w\" sizes=\"auto, (max-width: 665px) 100vw, 665px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Select a creation date range and a country, and click on Apply.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When you are finished adding users, close that window.&nbsp;You will&nbsp;now&nbsp;see the added users&nbsp;in the list.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"387\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-86-1024x387.png\" alt=\"\" class=\"wp-image-12609\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-86-1024x387.png 1024w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-86-300x114.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-86-768x291.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-86-1536x581.png 1536w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-86-18x7.png 18w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-86-360x136.png 360w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-86.png 1731w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can also click on the\u00a0hamburger button to see another option to\u00a0Import\u00a0users and\u00a0to Export users.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"287\" height=\"213\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-81.png\" alt=\"\" class=\"wp-image-12604\" style=\"width:187px;height:auto\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-81.png 287w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-81-16x12.png 16w\" sizes=\"auto, (max-width: 287px) 100vw, 287px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Click on&nbsp;Export&nbsp;and a new Excel file will be immediately downloaded&nbsp;with the user emails,&nbsp;first&nbsp;names,&nbsp;and last&nbsp;names&nbsp;on the list.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click on&nbsp;Import&nbsp;and a new pop-up window will appear&nbsp;where you will be able to upload an Excel file with the user information that&nbsp;will be added. Uploading this excel file will automatically add the users to the list. Alternatively, you can&nbsp;add user emails one by one&nbsp;in the textbox below.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"991\" height=\"772\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-82.png\" alt=\"\" class=\"wp-image-12605\" style=\"width:769px;height:auto\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-82.png 991w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-82-300x234.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-82-768x598.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-82-15x12.png 15w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-82-360x280.png 360w\" sizes=\"auto, (max-width: 991px) 100vw, 991px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Click on&nbsp;Browse\u2026&nbsp;if you already have an existing file&nbsp;with the user list. If you would like to use our template,&nbsp;click on&nbsp;Download Import Template.&nbsp;Next,&nbsp;open the Import Template in Excel and fill-in the list of&nbsp;users with their emails.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"271\" height=\"114\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-87.png\" alt=\"\" class=\"wp-image-12610\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-87.png 271w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-87-18x8.png 18w\" sizes=\"auto, (max-width: 271px) 100vw, 271px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Save the&nbsp;completed template&nbsp;and close it.&nbsp;Return&nbsp;to the pop-up window and click on&nbsp;Browse\u2026,&nbsp;select your file and click on&nbsp;Upload.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"950\" height=\"53\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-84.png\" alt=\"\" class=\"wp-image-12607\" style=\"width:735px;height:auto\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-84.png 950w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-84-300x17.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-84-768x43.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-84-18x1.png 18w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-84-360x20.png 360w\" sizes=\"auto, (max-width: 950px) 100vw, 950px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">A green bar will appear indicating that the upload was&nbsp;successful.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"697\" height=\"53\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-85.png\" alt=\"\" class=\"wp-image-12608\" style=\"width:723px;height:auto\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-85.png 697w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-85-300x23.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-85-18x1.png 18w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-85-360x27.png 360w\" sizes=\"auto, (max-width: 697px) 100vw, 697px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Close the pop-up window&nbsp;and the new users will appear on the list.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"173\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-88-1024x173.png\" alt=\"\" class=\"wp-image-12611\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-88-1024x173.png 1024w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-88-300x51.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-88-768x130.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-88-1536x259.png 1536w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-88-18x3.png 18w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-88-360x61.png 360w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-88.png 1658w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Click on the \u201cthree dots\u201d&nbsp;button&nbsp;on the right&nbsp;of any User to delete&nbsp;them&nbsp;from the list.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Import User Group<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Browse and select the Excel spreadsheet containing the user groups to upload. Only users who have an existing account on TIDWIT will be mapped to the corresponding group(s). Other users will be rejected and need to be created under Manage Users firstGroup Import Options. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If the User Group already exists:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Append the group with the new users listed in the import file (only new users will be added, existing users will be ignored)<\/li>\n\n\n\n<li>Replace the group with the new list of users from the import file<br><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"989\" height=\"774\" loading=\"lazy\" src=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-90.png\" alt=\"\" class=\"wp-image-12615\" srcset=\"https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-90.png 989w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-90-300x235.png 300w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-90-768x601.png 768w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-90-15x12.png 15w, https:\/\/www.tidwit.com\/wp-content\/uploads\/2023\/06\/image-90-360x282.png 360w\" sizes=\"auto, (max-width: 989px) 100vw, 989px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Add New User Group Button From the User Groups main page,\u00a0click on the\u00a0+ Add Group\u00a0button on the upper right corner.\u00a0 Basic Information Tab A new window will appear:&nbsp; Enter the User Group\u2019s&nbsp;Name,&nbsp;and,&nbsp;in the&nbsp;Comments&nbsp;section,&nbsp;write&nbsp;a description of the User Group&nbsp;(optional).&nbsp; Click on&nbsp;Save.&nbsp; Members Tab Once you click on Save in Step 2, the&nbsp;Members&nbsp;tab will appear next to [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"nf_dc_page":"","footnotes":""},"doc_category":[61],"doc_tag":[],"class_list":["post-7394","docs","type-docs","status-publish","hentry","doc_category-user-groups-users"],"year_month":"2026-06","word_count":562,"total_views":"766","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"TIDWIT Inc.","author_nicename":"tidwit","author_url":"https:\/\/www.tidwit.com\/en\/author\/tidwit\/"},"doc_category_info":[{"term_name":"User Groups\/Users","term_url":"https:\/\/www.tidwit.com\/en\/documentation\/user-groups-users\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.7) - 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