Groups: Adding an Individual to a Group in Moxi Engage

You can add a single person to more than one group. To add an individual to a group, follow the steps below:

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  1. Sign into Moxi Works TM / Moxi Engage TM.
  2. Click on All People in the People section (see below).
  3. This brings you to My People screen(see below).
  4. Select the person you would like to add to a group. In this example, client Ahmed Meyers is selected(see above, indicated by the red arrow).
  5. This brings you to the Profile Page for the selected person (see below).
  6. Scroll down until you see Groups on the left hand side of the screen (see below, circled in red).
  7. Click Add to Groups (see below, indicated by red arrow).
  8. Select the group(s) to which you would like this person to belong by clicking on the plus sign next to the group name (see below, circled in red).
    1. NOTE: You can select either Collaborator or Personal on this screen as well.
    2. EXAMPLE: Groups A + and Baseball Group are selected (see above, highlighted in blue).
  9. Scroll to the bottom of the screen and click Done (see below).

You have now learned how to move your person to a group.

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