People and memberships · 5 min read

Add or remove group memberships

Add or remove one person, update several people, and understand welcome and unsubscribe behavior.

Manage one person’s memberships

  1. Open the person

    From People, select the person and open Memberships.

  2. Add a membership

    Choose Add membership, select the team and group, then confirm. Eligible addresses receive the group welcome independently.

  3. Edit several memberships

    Choose Edit to review the person’s group choices together and save the new selection.

  4. Remove a membership

    Choose Remove beside the group and confirm. Removal stops future group deliveries and does not send a removal message.

Full size
Crisp TellTell Memberships view for Maya Kim with team filter, group rows, joined dates, statuses, and membership actions.

A person’s Memberships view shows every group connection and its current address-level status summary.

  1. 1Filter memberships by team
  2. 2Edit or add memberships
  3. 3Group and joined date
  4. 4Subscription status summary

Change groups for several people

In the Directory, choose Select, check the people, and choose Change groups. Pick whether to add or remove the selected people, choose the groups, review the count, and save.

For roster-style editing across many people and groups in one team, use the Memberships grid instead.

Membership is not the same as subscription status