Adding Households to Groups

hello this video will show you how to

0:03

add households to an existing group from

0:06

your groups page navigate to your

0:07

households using the top

0:12

menu from here you will select the

0:15

households you would like to move using

0:18

the check boxes right here on the left

0:20

click as many households you would like

0:22

to move into a different group then

0:24

we're going to navigate to this button

0:26

here that says bulk

0:27

relocate after clicking this you can

0:30

select the group you would like to move

0:31

the households

0:35

to and click

0:39

confirm and there you go the households

0:42

have now been moved there are two ways

0:44

you can check this under group here it

0:46

should have the new group name that the

0:48

households have been moved to or you can

0:51

navigate up here to the drop- down menu

0:53

at the top bar and you can select what

0:55

group you want to look at so we're going

0:57

to select our new group

1:00

and there you have it there are the

1:01

households we just

1:02

moved now if you want to remove them

1:06

from this household all you'll need to

1:07

do is rigate them and regroup them

1:10

somewhere else so let's go back to our

1:12

firm

1:15

page let's reselect the households we

1:18

just moved or click bulk

1:21

relocate and here is where you can reset

1:23

them back to whever group you want them

1:25

to go so we're just going to send them

1:27

back to our main group and click confirm

1:32

and there you have it that is how you

1:34

add households to an existing group

1:36

thank you for watching the video we hope

1:38

this helps and reach out to our team if

1:40

you have any questions