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How to Create & Add Candidates to Groups
How to Create & Add Candidates to Groups

Creating groups adds efficiency to your workflow by organizing candidates based on certain criteria. For example, perhaps you need to follow the progress and communicate with a specific population based on gender or barrier.

Greg Vendetti avatar
Written by Greg Vendetti
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. You should see links that show the following options:

  • Organization

  • Chat

  • Candidates

  • Resources

  • Surveys

4. Click Candidates > Groups.

5. Click +New Group.

6. Define the following details*:

  • Group Name

  • Group Description

  • Group Administrator

*All three fields are required.

Creating New Group

7. Click Create Group.

Adding Candidates to Your Group

1. Navigate to the left-side menu and click Candidates.

2. Select the candidates you would like to add to the group by clicking the checkbox on the left of a candidate's name.

Candidate group selection

3. Click Bulk Actions > User Profile > Add to User Groups.

5. Under the Add to User Groups dropdown menu, select the group to which you'd like to add your selected candidates. It will only display user groups created by you or made available to you by the original creator.

6. Click Apply Actions.

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Adding candidates to groups may take a few minutes to update. You can always check if the candidates have been added to the group by navigating to View User Groups and clicking the three horizontal dots to the right of your group.

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