How to Add and Remove Members or Administrators in Workgroup Manager

Add members to workgroups

1. Log in to Workgroup Manager.
2. Click the My Workgroup tile, or icon in the left-hand navigation.
   
3. Search and select the workgroup name that you want to add members to. Use the filtered search to locate the workgroup name quickly.
   
4. Click the Actions button for that workgroup.
5. Select Add Member(s) to add a Stanford person to this workgroup.
6. Select the upload type: single for one name, or multiple to add a list of names.
7. Enter a name(s) or SUNet ID(s)  to search for people who are affiliated with Stanford University.
8. Select the person’s name from the list.
9. Click Add. The person will be added to the workgroup's Members tab in the main browser window.

Add members to multiple workgroups using bulk operations

Add a person to multiple workgroups for which you are an administrator.

1. Log in to Workgroup Manager.
2. Click the Bulk Operations tile, or icon in the left-hand navigation.
   
3. Enter the name or SUNet ID of the person you would like to add.
4. Click Add person to multiple workgroups to expand the list of workgroups.
5. Select the workgroups you would like to add the person to and click Add.

Add members by importing a member list

1. On the workgroup detail page, click the Members tab.
2. Click the Actions button and select Add Member.
3. For the upload type, select the radio option Multiple. 
4. In the popup window, list SUNet IDs and/or university IDs. Separate the IDs by a space or comma, or enter each one on a new line.
   • Examples include:
     • SUNet ID: jdoe
     • University ID: 01234567
5. Once you have entered all of the IDs you want to add to the workgroup, click Add.
6. The results of the import will be listed in the Bulk Addition Status popup window.

Add administrators to workgroups

1. On the workgroup detail page, click the Administrators tab.
2. Click the Actions button and select Add Admin.
3. Select Admin to add an individual administrator or Workgroup of Admins to add a workgroup of people who can act as administrators.
4. Select the upload type: single for one name, or multiple to add a list of names.
   • For Single: Enter a name(s) or SUNet ID(s)  to search for people who are affiliated with Stanford University.
   • For Multiple: List SUNet IDs and/or university IDs.
5. Click Add. 
6. The person or workgroup will be added to the workgroup's Administrators tab in the main browser window.

Add a certificate as a member

1. On the workgroup detail page, click the Members tab.
2. Click the Actions button and select Add Certificate as a member to add a certificate to this workgroup.
3. In the popup window, type in the certificate name and click Add.
4. If the certificate is not registered with any of the MaIS applications, you will get an error message.

Add a certificate as an administrator

1. On the workgroup detail page, click the Administrators tab.
2. Click the Actions button and select  Add Certificate as an Admin to add a certificate to this workgroup.
3. In the popup window, type in the certificate name and click Add.
4. If the certificate is not registered with any of the MaIS applications, you will get an error message.

Remove members from workgroups

1. Log in to Workgroup Manager.
2. Click the My Workgroup tile, or icon in the left-hand navigation.
   
3. Search and select the workgroup name that you want to remove members from. Use the filtered search to locate the workgroup name quickly.
   
4. Check the box to the right of the person's name and click the Remove Member button.
5. Click Remove in the pop-up box to confirm the removal.

​Remove members from multiple workgroups using bulk operations

Remove a person from multiple workgroups for which you are an administrator.

1. Log in to Workgroup Manager.
2. Click the Bulk Operations tile, or icon in the left-hand navigation.
   
3. Enter the name or SUNet ID of the person you would like to remove.
4. Click Remove person from multiple workgroups to expand the list of workgroups.
5. Check the box to the right of the workgroup names to select the workgroups you would like to remove the person from. 
6. Click Remove.

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