Groups

Use the Groups feature to track specific sets of Explorer progress.

Import groups

To assign Explorers to groups, you can import groups manually or use Secure File Transfer Protocol (SFTP) to set up an automated import. 

Review the data fields available for import so you can start building your import file.

Edit or delete groups

1. From Your Users Overview on your dashboard, select Manage Groups from the Actions list. Alternatively, click Management from the main navigation menu, then select Groups.

2. From the Action column, click View for the selected group.

3. Choose to edit a group name, delete a group member, or delete a group.

   • Click Edit, enter a Group Name, then click Update.

   • Click Members, click Remove for the desired user, then click OK from the confirmation modal.

   • Click Delete Group, then click OK.