Invite Members to a Grouping

This article shows you how to invite members to a grouping in an NPressive instance.

Step 1: Groupings Module

Select the Groupings Module in the purple navigation bar on the left.

Step 2: Select Grouping

The Groupings for your NPressive Instance display in the Groupings Column to the right of the purple navigation bar.

Step 3: List All

Unless your grouping displays under the 10 most recently modified groupings in the Groupings Column, select the List All Button, which displays a list of groupings to the right of the Groupings Column.

Step 4: Edit

Once you see your grouping, select the Edit Icon in the Actions Column.

Alternatively, you can click on the grouping and open the Grouping Profile and select the Edit Button.

Step 5: Membership Accordion

Select and open the Membership Accordion.

In the Members of the group Field, enter three characters of the member's name you'd like to assign as a manager.

Select the Member Nametag from the results, and you'll add them to the Members of the group Field.

You can remove a Member by selecting the Red X on the left side of their Nametag.

When you've finished inviting members, select the Save Button.

In the upper-right, you'll see the Changes to record successfully saved message.

Last modified on October 14th, 2022