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How to Create & Add Participants to Groups

Creating groups adds efficiency to your workflow by organizing participants into buckets and quickly share resources, surveys, and more to collections of people.

Updated over 2 weeks ago

Creating a New Group

1. Login to your RiseKit account at Staff Portal.

2. Move your mouse toward the left-hand menu.

3. Click Participants > Groups > +Create Group.

4. Name your group and click Create Group. From here, you will immediately be placed into your new group (showing "no participants found in this group") to begin adding participants.

5. Click Add Participant to begin searching for the names you want added. When complete, click Add Participants to return to the group with those individuals inside.

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