If you need to add multiple users to a group at once, Engage allows you to do this in bulk using a few simple steps.
Before you get started
Engage users can have multiple permission types. Both teachers and administrators can add and edit groups, but only users with ‘Admin’ (administrator) permissions can assign users to a group in bulk.
The specific groups need to be set up before you can assign users to it.
Bulk-assigning users to a group
To add a lot of users to a group in one go:
- In Engage, navigate to the settings section by selecting the 'Settings' icon in the top right-hand corner of your screen.
- On the left-hand side of your screen, navigate to 'Users'.
- Select the relevant users by selecting the tick boxes next to each name.
If you have a curriculum level or class set for specific users, you can also use Advanced Search (select ‘Advanced’ next to the search bar) to filter by curriculum level or class. To better understand how to use the advanced search button. Once you've filtered a list, you can use the universal selector (the first tick box at the top of your user list) to select all users in your filtered search. - Once you’ve selected the correct users, select the yellow ‘Assign Group’ button towards the top of the page.
- Type in the name of your group and ‘Save’.
For additional assistance, see the video on 'Setting up Groups for Annual orders'
Need help? Use the live chat in the bottom right corner of your screen, email us at help@snapplify.com or reach out via Whatsapp +27 60 011 8065.
