Bulk-add (add multiple) members to a Service category at once

Hi,

We are in a situation where we need to add a large number of members to a Service category, but the only option we have is to manually pick one at a time from the list of users.

Are there any quicker/easier methods we can use to add members?

Thanks!

RE: Bulk-add (add multiple) members to a Service category at once

How about using Usergroups and add the categories to the specified group so that they inherit category membership automatically?

Von: Simen Mostuen Iversen 9. Sep 2021

RE: Bulk-add (add multiple) members to a Service category at once

Hi Simen,

Thanks for the swift reply.

That could indeed work, but I see now that I forgot to include a key factor in my post - namely that we wish to restrict a specific category to a certain amount of users by using the "only available for members" option on the category.

Will this approach with usergroups still work with this in mind?

Von: Markus Moripen 9. Sep 2021

RE: Bulk-add (add multiple) members to a Service category at once

If the users are connected to a group that has the specified category, they will have access to it, as they are regarded as members.

If you want to have some categories restricted, and not available to all users within a group, you can add these categories to another usergroup and connect the wanted users to this usergroup from the "Other groups" function. Then only the specified users will have access to the specified categories while you still maintain an easier way of managing usergroup members and categorization.

Von: Simen Mostuen Iversen 10. Sep 2021

RE: Bulk-add (add multiple) members to a Service category at once

I completely forgot to get back to you on this - sorry!

This worked like a charm, thanks!

Von: Markus Moripen 15. Nov 2021