You can add members to a group or segmentation group before they have registered accounts. When a member registers an account, they are automatically added to the group.
Permissions
Program administrators can assign members to any group upon registration. Group leaders can only assign members to their own group.
Assigning members upon registration as a program administrator
To automatically assign someone to a group when they register:
- Go to Admin > Manage > Groups > Assign on Registration > Add.
- Select the group to add members to.
- If you add a member to a smart group or private resource group, they do not need to meet the criteria or apply.
- Add the email addresses by:
- Listing one per line
- Uploading a CSV file
- Select Save.
People who will be, or have been, assigned on registration are displayed. When they successfully register their account, their username appears in the User column. You can undo assign on registration by selecting Delete next to a member.