Adding a User to an Existing Group in Empath
Objective
This SOP outlines the steps to add a user to an existing group or team within the Empath platform.
Key Steps
Step 1: Log into Empath 0:29
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Navigate to the Empath login page.
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Enter your credentials to log in.
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Ensure you are on the main dashboard.
Step 2: Verify Access to Members Tab 0:42
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Check for the 'Members' tab at the top of your screen.
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If you do not see this tab, you cannot modify groups.
Step 3: Confirm Administrative Role 1:05
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Ensure you have an administrative role in the platform.
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If you do not have this role, you will not be able to make changes.
Step 4: Access Profile Settings 1:20
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Click on your profile icon in the top corner.
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Select 'Settings' from the dropdown menu.
Step 5: Navigate to Account Settings 1:32
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Click on 'Account Settings' to access the settings screen.
Step 6: Open Groups Tab 1:48
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Locate and click on the 'Groups' tab.
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Review the list of existing groups.
Step 7: Select the Group to Modify 2:00
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Click on the name of the group you wish to add users to (e.g., 'All').
Step 8: Add Users to the Group 2:23
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On the group screen, find the option to add users.
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Select the users you want to add from the list.
Step 9: Confirm User Addition 2:40
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Ensure that the selected users are now part of the group.
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You can either return to the group screen to add more users or close the window.
Step 10: Review Changes 2:57
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Check the group to confirm that the user additions were successful.
Cautionary Notes
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Ensure you have the necessary permissions before attempting to add users.
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If the 'Members' tab or 'Groups' tab is not visible, contact your administrator for assistance.
Tips for Efficiency
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Familiarize yourself with the layout of the Empath platform to navigate quickly.
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Keep a list of users you frequently add to groups for faster processing.