Adding Users to Programs

A program is a set of objectives or milestones. A program can be assigned to a single user, or to a team of users.

If you're a program administrator, users can be added to an existing program under the Administer section found by selecting the Programs drop-down.

Example Program List Add User

When you add a user to a program, the new user's objectives are based on the program's template. Changing the template will change the program for this, and other users.

Add User to Program popup

This popup allows you to quickly add the program to each user in a group, or to add the program only to named individuals.

As Teams
If you want to have a single set of objectives but have it apply to the whole group (i.e., "Team Objectives"), select this option. All members of this group will have the same access privileges to a single set of objectives. As members are added or removed from the group, they will be added or removed from this program. Type the name of an existing group and select from the matching list.

You can add a copy of this program to multiple groups using this popup by selecting more than one group with this input (each group will get a separate program.)

As Individual Users
If you choose this option, then each user will get a copy of this program. If the user is already a member of this program, they will be skipped. (Anyone may have many programs, but they cannot belong to the exact same program more than once.)

You can specify any number of users with this popup, or specify an alias (Category name, Role, or Group name). If you select an alias, each user within the alias will potentially get a copy of this program. (We'll skip duplicates.)

Use the Verify Members button to see how the aliases are resolved.

This feature make it trivial to add some collection of users (e.g., "All Mentors") to a program (e.g., "New Mentor Introduction"). Simply select the alias and press Add. All Mentors who aren't yet members will be added. Do this everyone so often and you'll make sure all Mentors are have this program.

See also:

Search:

Was this information helpful?
Suggestions for improvement?

Still need help?