Overview of Groups in OnBoard

Groups in OnBoard allow you to organize users into collections so you can assign access to meetings, resources, and actions all at once. This makes managing permissions faster and more consistent, especially for committees, teams, or special projects.

Create a Group in OnBoard

How Do You Create a New Group?

To create a new group in OnBoard, follow these steps:

1. Navigate to the Directory from the left-hand navigation menu.
2. Click the Groups tab at the top of the page.
3. Click the Create Group button in the top-right corner.

4. Enter:
   • Group Name
   • Description
5. Click Save to finish creating the group.

Manage Group Membership and Permissions

How Do You Access Membership and Permission Settings?

To manage group members and permissions, access the group settings using these steps:

• Click the Actions button at the top of the group page 

OR

• Click Manage Members at the bottom of the group page

A side panel will appear where you can manage users.

How Do You Add Users to a Group?

To add users to a group:

• Find the empty circle next to a user’s name
• Hover over it until it becomes a + icon
• Click the icon to add them as a Member

How Do You Change a User’s Permission Level?

How Do You Remove a User From a Group?

To remove a user:

• Click the X next to their permission level
• This removes their access to:
  • The group
  • Any items assigned to the group

Use Diversity Reporting

When is Diversity Reporting Available?

Diversity Reporting is available when two or more group members have demographic data entered in their profiles.

• This feature helps track diversity metrics within groups.
• Learn more in the related article: Diversity Reporting Article.

Manage Group Membership with CSV Import

How Do You Import Members Using a CSV File?

To manage members in bulk using a CSV (Comma-Separated Values) file:

1. Go to the Manage Members panel
2. Click Import Group List

3. Download the CSV template using the provided link

4. Open the template file

How Do You Use the CSV Template?

Add existing users

• Enter:
  • First Name (Column A)
  • Last Name (Column B)
  • Email Address (Column C)

Invite new users

• Enter the same fields as above
• If the email does not exist, the user will receive an invitation to join

Remove users

• When re-importing the CSV file, in Column E, enter:
  • Y or Yes
• This removes the user from the group (but not from the organization)

Finally, save your changes and return to the OnBoard Groups page. 

How Do You Upload the CSV File?

To upload your updated file:

1. Return to the Group page
2. Upload the saved CSV file

3. Review the validation screen:
   • Confirms changes
   • Optionally send email invitations to new users
4. Click NEXT to complete the import

Delete a Group

How Do You Delete a Group?

To delete a group:

1. Open the group
2. Click the Actions menu
3. Select Delete Group

OnBoard Group Trainings:

If you are interested, we do offer further education. You can find the calendar and register for OnBoard Admin group training sessions by clicking here. 

FAQs

What is a group used for in OnBoard?

• A group is used to bundle users together so you can quickly assign them access to meetings, resources, and actions.

Can I make someone an Admin during CSV import?

• No. CSV imports assign users as Members only. You must manually update them to Admin afterward.

Will Group Admins automatically get Admin access to meetings?

• No. Group Admin permissions apply only to the group—not to meetings, actions, or resources.

Can I remove users without deleting them from the organization?

• Yes. Using the CSV file or manual removal only removes them from the group—not from the organization.

Why can’t I see a group?

• You must be added as at least a Member of the group to view it—even if you are an organization admin.

What happens when I delete a group?

• Deleting a group removes:
  • The group itself
  • All associated permissions tied to that group