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How to Assign Users to a Program

After

openingFrom the programProgram clickList, onselect the Users tabicon for the desired program. Clicking this will open the Users tab, where you can assign users to the program.

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  • After opening the Users tab
  • Here you will see the assigned user in the Currently Assigned tab.
  • If you want to assign more users  Click on the Available to Assign button.

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  • A list of available users will be displayed
  • Select the users you want to assign
  • First Click on the arrow icon to move the user to the assigned list
  • Click on the green tick (✔) to confirm the assignment

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  • After that, click on the Currently Assigned button
  • Here, you will see the users who have been successfully assigned to the program

Bulk User Action:

Purpose:
Use this feature to assign multiple Users efficiently. 

Method 1:

  • Select those multiple users you want to assign.
  • After making your selections, click the “Add All 7 Selected Items” button to add the selected users.
    The number displayed in the button (e.g., 7) represents the number of items currently selected and will change depending on how many items you select. 

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  • Then click on the Assign button in the Bulk Assignment Section to move the user to the assigned list.

Method 2:

  • Click the “Add All 491 Search Results” button to add all user with a single click. The number displayed in the button (e.g., 491) may vary depending on the number of user available in the search results.
  • If you want to clear everything, click the Clear button.

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Add a User if Not Found in Available List

If the user you want to assign is not available in the list, follow these steps:

  • Click on the Available to Assign button
  • Then click on the Add button.
  • A dropdown list will appear
  • Select the required field (e.g., Email, username, city e.t.c)
  • Enter the user’s details in the selected field according to the chosen option.

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  • The user will appear in the list
  • Select the user and assign them to the program

You can also search and add a user using other details such as:

  • Name
  • ID Number
  • Phone Number
  • Username 
  • Country e.t.c.
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