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How to add and remove people from groups

Managing group members in Gracely is simple and flexible. You can add people to a group in seconds, remove them when needed, and always keep your group lists up to date.

How to add people to a group

Option 1: Add members from inside a group

  1. Go to Groups from the left sidebar

  2. Click on the group you want to manage

  3. Open the Members tab

  4. Click Add new at the top

The Add members modal will open.

Select people to add

  • Use the search bar to quickly find people

  • Select one or multiple people using the checkboxes

  • Use Select all if you want to add everyone shown

  1. Click Add to group

The selected people are added instantly.

What happens after adding members

  • Members appear immediately in the Members list

  • Their status remains unchanged in the People section

  • Adding someone to a group does not duplicate their profile

  • A person can belong to multiple groups at the same time

How to remove someone from a group

Removing someone from a group does not delete their profile. It only removes their membership from that specific group.

  1. Open the group

  2. Go to the Members tab

  3. Find the person you want to remove

  4. Click the Actions (⋯) menu next to their name

  5. Click Remove

  6. Confirm the action

The person is removed from the group immediately.

Important things to know

  • Removing someone from a group does not:

    • Delete their people profile

    • Remove them from other groups

    • Affect their attendance or giving records

  • You can always re-add them later

  • Group leaders can also be managed separately from members

Helpful tips

  • Use the search bar in large groups to save time

  • Regularly review group members to keep lists accurate

  • Remove inactive members instead of deleting profiles

  • Groups are ideal for targeted communication and follow-ups

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