1. Admin Portal: Users → List → Download CSV (users.csv).
2. Here: Choose File → select users.csv → Generate Table.
3. Pick a target group: click the isolate icon in the header, or use Select Group….
4. Edit membership: click cells in the group column to add/remove members.
5. Export: click the download icon in the group header to save the updated membership CSV.
6. Upload back: Admin Portal → Users → Groups → Edit group → Manage Users → Upload data from file → Replace.

1) Generate the Membership Table

1. Log into your Admin Portal.
2. Go to Users → List.
3. Click Download CSV to export users.csv.
4. In this tool: click Choose File, select your CSV, then click Generate Table.

Columns show group membership (groups with >1 member). You can create a new empty group with Add Group….

2) Isolate the Target Group

• Click the Isolate icon next to a group name, or
• Use Select Group… to isolate a group from a list.

3) Sorting

• Group headers: members first, non-members second; both sorted by last name.
• Name/Phone/Email headers: sorts the full table alphanumerically.

4) Filtering & Searching

• Search filters rows by any text (name, phone, email, etc.).
• Filter Tags… supports AND/OR logic and multi-select values (includes State/Zip/Country/Channels and tag columns after the first Status column).

5) Edit Membership

• Click a cell under a group header to add/remove that member.
• Edited groups highlight in red. Use the undo icon to revert a group.

6) Export Updated Membership List

1. Click the group’s Download icon to export its membership CSV.

7) Upload Updated Group Membership

1. Admin Portal → Users → Groups.
2. Edit your target group → Manage Users → Proceed.
3. Select Upload data from file and choose the CSV you exported.
4. Selected row contains column headers: Yes.
5. First_Name: Ignore. Last_Name: Ignore.
6. Review → Continue → Replace → Proceed.

8) Verify

Users → List → filter by the group to confirm membership.