Add a Member to a Member Group
Step 1: Open Communitrak
Navigate to Communitrak by visiting https://app.communitrak.com. You will need to log in if you haven't already.
Step 2: Open Members & Groups
Once logged in, click "Members & Groups" and then "Member Groups" in the main navigation menu. This will take you to the page where you can view all existing groups.
Step 3: Select a Group
From the list of member groups, select the group you wish to manage. This action will open the group's details page.
Step 4: Manage Group Members
Within the group's details page, click on the "Members" tab. This tab shows all current members of the group and allows you to add or remove members.
Step 5: Add a Member
To add a new member to the group, click the "Add Member" button. This will open a new window displaying a list of community members.
Browse through the list and click the "+ Add" button next to any member you want to include in the group. You can add multiple members during this step.
Step 6: Finalize Adding Members
Once you've selected all the members you wish to add, close the "Add Member" window. The members you added will now be part of the group.
Remove a Member
If you need to remove a member from the group, find the member's name on the list within the "Members" tab and click the "- Remove" button next to their name.
A confirmation prompt will appear. Confirm you want to remove the member by clicking "Delete." This action will immediately remove the member from the group.
Managing member groups in Communitrak is designed to be a seamless experience, allowing you to efficiently organize and customize your community's structure.
If you encounter any difficulties or have further questions, remember that help is just a click away. Use the chat bubble at the bottom right of every page to get in touch with our support team.