Creating Groups in PAIRIN Pro

• How do I create groups in PAIRIN Pro?
• How do I add people to a group?
• How do I remove people from a group in PAIRIN Pro?
• How do I manage who has access to specific groups in PAIRIN Pro?

How do I create groups in PAIRIN Pro?

Groups allow you to organize the individuals in your account. Individuals can be associated with more than one group.

You can create a group by clicking on the Manage tab and then People in the menu on the right side of the page. To add a group under your company, click the name of your organization on the left-hand side under where it says “ Organization Name Groups”. Notice how it is now highlighted in yellow. Underneath there will be an “Add group” option. This group will be available to all managers of your account.

If you want to create subgroups under existing groups, click whichever group you would like to add a subgroup under. Notice how when you click on the group name, it is now highlighted in yellow and the “+ Add Group” option moved to be under the group you selected. Once you have titled the group name, you will have the opportunity to select people to put into the group.

How do I add people to a group?

To add people to a group in PAIRIN Pro, first make sure you have either Employees or Students selected in the top right of the page. Next, select the Manage tab, making sure “People” is selected from the menu on the top right.

From here you can add people to a group in two ways.

1. Select individuals from the main group list by checking the box to the right of their name. Three options will appear above the list of names. To add the people to a group, click the first of the icons - the individual with a plus sign. From here, you can select the group you wish to move them into. Click “Save” when you are finished.
   
   
   
2. You can also add individuals from within the desired group. Select the group you wish to move individuals to in the list at the left of the page. Next to the group name, click the icon of the person with a plus sign. From here, you can select the individuals you wish to add to the group. Click “Save” when you are finished.
   
   
   

How do I remove people from a group in PAIRIN Pro?

To remove people from a group in PAIRIN Pro, first make sure you have either Employees or Students selected in the top right of the page. Next, select the Manage tab, making sure “People” is selected from the menu on the top right.

From here, select the group you wish to remove individuals from. Select the individual(s) you wish to remove from the group by checking the box to the left of their name. Three options will appear above the list of names. To remove people from a group, click the middle icon - the individual with an arrow. Please note that the third icon will delete the individual from your account entirely.

How do I manage who has access to specific groups in PAIRIN Pro?

All the members of the account exist within the Manage Tab, under “People”. All members will be listed in the center section of the screen, and managers, who can view the members’ data, are listed on the right side of the screen under “Managers”.

Add managers by clicking the plus side next to the word Managers, or delete a manage by clicking the X next to their name.