Documentation

How to add & remove group members

How to add and remove members of groups (and offices)

Use these instructions to add and remove members from groups on your ThoughtFarmer intranet and to sync group page membership with Active Directory security groups or Outlook email distribution lists. When you add someone to a group, a bunch of cool changes happen.
7.0User9761Members.jpg
Changes triggered by being a group member:

  1. Listed on group page under "Members"
  2. Added to list for "Email this group" button on the group landing page
  3. Link to the group shows on profile page
  4. Link to the group with tree navigation shows on homepage under "Your groups" tab
  5. Activity from the group shows up under "Your groups" activity tab on homepage
  6. News from the group center column content subscription shows on the personalized homepage

Difference between Open vs. Managed membership

See the explanation of "Open" and "Managed" membership in the "How to create group pages" section.

Add members in edit mode

  • Step 1: Click "Edit" on the group page to go into edit mode.
  • Step 2: Click "View/change" under the "Membership" heading to bring up the "Group members" pop-up box.
  • Step 3a: Use the scroll bar on the right of the "All people" column to browse through the list of names. Drag-and-drop names to the "Member of" column.
    • To select multiple consecutive names: Click on the first name, then hold the SHIFT key and click on the last name.
    • To select multiple non-consecutive names: Click on the first name, then hold the CTRL key and click on each name you want to select.
    • Once multiple names are selected, click on any of the selected names to drag-and-drop the entire selected group to another column.
  • Step 3b: To find a name start typing it in the small "Search" box. The list of names under both columns will narrow down to match what you type. Once you see the name you are looking for, drag-and-drop it to the "Member of" column in the pop-up box. To see all the members of the group, clear the "Search" box by clicking the X on the right.
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  • Step 4: Click "Done" in the pop-up box once you're finished.
  • Step 5: Continue editing the group page or click "Save" at the top of the page.

Remove members in edit mode

  • Step 1: Click "Edit" on the group page to go into edit mode.
  • Step 2: Click "View/change" under the "Membership" heading to bring up the "Group Members" pop-up box.
  • Step 3a: Drag-and-drop names from the "Member of" column to the "All people" column to remove them from the group.
    • To select multiple consecutive names: Click on the first name, then hold the SHIFT key and click on the last name.
    • To select multiple non-consecutive names: Click on the first name, then hold the CTRL key and click on each name you want to select.
    • Once multiple names are selected, click on any of the selected names to drag-and-drop the entire selected group to another column.
  • Step 3b: To find a name start typing it in the small "Search" box. The list of names under both columns will narrow down to match what you type. Once you see the name you are looking for, drag-and-drop it to the "All people" column in the pop-up box. To see all the members of the group, clear the "Search" box by clicking the X on the right.
  • Step 4: Click "Done" in the pop-up box once you're finished.
  • Step 5: Continue editing the group page or click "Save" at the top of the page.

Add or remove all users from a group

If you create a group where you want all users or the majority of users to be members, the following steps to add all users make it easy:
  • Step 1: Click "Edit" on the group page to go into edit mode.
  • Step 2: Click "View/change" under the "Membership" heading to bring up the "Group Members" pop-up box.
  • Step 3: In the bottom center of the pop-up box, click "Bulk operations".
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  • Step 4a: To add all users, select "Add all users" from the menu that appears.
  • Step 4b: To remove all users, select "Remove all users" from the menu that appears.
  • Step 5: Click "Done" in the pop-up box once you're done.
  • Step 6: Continue editing the group page or click "Save" at the top of the page.

Sync membership with Active Directory security group or Outlook email distribution list

The following instructions must be completed by an intranet administrator. They are included here so all intranet users know that it is possible to synchronize group membership with an Active Directory security group or Outlook email distribution list. With this sync set up, any updates to the list in Active Directory will automatically change the membership on the group page.
  • Step 1: Enter Admin mode.
  • Step 2: Click "Edit" on the group page.
  • Step 3: Select the radio button for the "Closed" membership option.
  • Step 4: A dropdown field, "Sync with Active Directory group", will appear. From it, select the group with which you wish to sync the membership.
  • Step 5: Continue editing or click "Save" at the top of the page.