Moving Users Between Groups in Bulk

Sometimes, there is a need to reassign a large number of Users from one Group to another. Metric Insights provides a convenient method for Administrators to do this efficiently. Instead of moving Users one by one, you can export the list of Users from the original Group and then upload it to the target Group. This bulk operation significantly speeds up the reassignment process and reduces manual effort.

1. Export Group Members

Access Group Editor and open Members tab.

Click [Export CSV] and save the generated CSV file on your local machine.

1.1. Open/Examinte the Exported CSV file

Open/Examinte the exported CSV file
  1. Note the Group name in the file name.
  2. See the list of users and modify as necessary by adding additional usernames in Column A or removing rows containing any Users that you do not want to move to a new Group.
  3. Save the CSV file.

2. Import Users to New Group

Go to the target Group Editor and open the Members tab.

  1. [Import CSV]
  2. Delimiter: Make sure to use the same delimiter as in a CSV file.
  3. File: Click [Browse] to choose the CSV file to be uploaded.
  4. Add Users or Overwrite Group: Define how the users will be added to Group:
    • add: Add Users in the file to the recipient Group and skip any Users that already belong to the Group.
    • override: Existing users will be removed from the recipient Group and replaced with the Users in the imported file.
  5. [Save]

NOTE:  If any Users in the imported file do not exist in Metric Insights, they will be skipped, and a notification will indicate which Users were not found.