Adding members to an initiative

Open the initiative's Members screen and choose Add Members. There are four ways to add people.

The four methods

Dynamic Audience (recommended) — define membership by attributes such as role, region or organization group. Membership stays in sync as people change.

Upload a CSV — import a list of people in bulk. Best for defined cohorts, such as a pilot group or a department rollout.

Search & Select — search for people in your organization and add them individually.

Organization Group — add an existing organization group to the initiative.

How members appear in the list

The Members list shows how each person was added:

• Static — added individually, by CSV or by Search & Select

• Dynamic — added by a dynamic audience or an organization group

This matters when removing someone. A person can be a member in more than one way, for example added by name and also through an organization group.

• Added only by a dynamic audience or an organization group — they can't be removed directly from the Members list. To remove them, change what put them there: edit the audience criteria, or change the group.

• Also added individually — removing them removes only their static membership. They stay in the initiative through the audience or group, and are removed automatically if they stop matching it. The confirmation names the audience or group that keeps them in.

When you remove several members at once, the confirmation says how many will be removed right away and how many will stay through an audience or group.

Organization groups

Attaching a group adds its members to the initiative. Anyone added to that group later is added to the initiative as well, with no further action needed.

Propagation is asynchronous. Members appear, and become searchable in the list, once it completes rather than immediately.

Group membership itself is managed at organization level and can only be changed by an organization admin.

When unlinking is blocked

Unlinking a group removes its members from the initiative. Members who were also added individually, or through another organization group or dynamic audience, keep their access.

If the group grants access to a topic or a content piece inside the initiative, unlinking is blocked. A modal names the specific topic or content piece that is blocking it, and the group stays linked until those references are cleared.

Once nothing references the group, unlinking succeeds and its members are removed from the list.

Dynamic audiences

Dynamic audiences have their own behavior around when people are picked up. See Adding members with dynamic audiences.