Update User Group Membership (Group Id)

[mcwaller]

When adding new employees we have travel rule class and travel user group membership. Is there an upload to to allow updating the user group membership for multiple people? 

I see there is a way to update the rule class but I haven't been able to find how to update the group id for people.

[MelanieT]

@mcwaller Hi!  I hope you are doing great 🙂  Here are steps on how to get the import and import group changes for travel. 

User Group Membership can be updated via Import Data by following the steps below:

1. Go to Administration >Company > Company Admin
2. Go to Import Data and click on Import format samples (under Manage Import Tool Tasks)
3. Download and fill in Excel import template User Group Membership
4. Go back to Import Data and click on Add Task (under Manage Import Tool Tasks)
5. Upload the file
6. Add description
7. Select Groups from Excel from Import Type drop down menu
8. Select Import from Mode drop down menu
9. Schedule the Import
10. Click Save

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