How to Create and Add Participants to Groups

Creating groups and adding candidates to those groups is a useful way to organize candidates based on certain criteria. For example, perhaps you need to follow the progress and communicate with a specific population based on gender.

Navigation

To access the Resources page do the following

Login to your RiseKit account at Staff Portal
Move your mouse toward the left-hand navigation.
You should see links that show the following options
Home
Chat
Pathways
Directory
Resources
Click on "Directory"
Click tab titled Groups



On this tab you are able to view a table of groups that have been created, the pathway attached to the group, and the administrator of the group.

Click the name of the group you want to use to view the candidates within the group.

Creating a Group

To create a new group following the steps below

Click + New User Group
A modal will appear entitled Create a new user group with the following input fields:
Group Name
Group Description
Group Administrator

Please note that you will need to enter information into all three input fields.



Click Create Group

Adding Candidates to a Group

To add candidates to a group, navigate back to the User Directory.
Select the candidates you would like to add to the group by clicking the checkbox on the left of a candidate's name.



In the top right of the table that displays all of your candidates, click the three horizontal dots.



Click User Profile to open a modal that will allow you to update profile information en masse.

At the bottom of the modal click the dropdown box under the Add to User Group heading.



The dropdown should display user groups created by you or available to you.
Select the user group to which you would like to add your previously selected candidates.

Adding candidates to groups may take a few minutes to update. You can always check if the candidates have been added to the group by navigating to View User Groups and clicking the three horizontal dots to the right of your group.

Updated on: 07/07/2023