Groups help organize users in Equip, including participants and team members. When a user no longer belongs in a group, you can remove that user from the group’s member list without deleting the user’s profile or changing access elsewhere in Equip.
📄 How It Works
Group membership is managed from the Groups page. Removing a user from a group only removes that group membership. It does not delete the user, discharge the user, or remove the user from any other groups.
The simplest way to move one user to a different group is to edit the current group, remove the user, then edit the new group and add the user there.
⚙️ Remove a User from a Group
Go to Groups.
Open the group the user is currently in.
Click Edit.
In the members list, search for the user you want to remove.
Click Remove next to the user’s name.
Click Update Group to save the change.
➡️ Move a User to a Different Group
For one user, use the Groups page to update both group memberships directly:
Remove the user from the old group using the steps above.
Open the new group.
Click Edit.
In the members list, search for the user you want to add.
Click Join next to the user’s name.
Click Update Group to save the change.
Use Participants > Batch Actions > Add to Group when you need to add multiple participants to a group at once. Add to Group only adds participants to the selected group; it does not remove users from existing groups.
✅ Benefits
Keeps group lists accurate — Members only appear in the groups where they currently belong.
Preserves the user’s profile — Removing a user from a group does not delete the user’s account or profile information.
Supports clean group moves — You can remove a user from one group and add the user to another when assignments change.
💡 Best Practices
For one user, edit the old group and the new group directly from the Groups page.
Use Batch Actions when you need to add multiple participants to a group at once.
Before adding a user to a new group, check whether the user should remain in the current group.
Use the group’s Edit view when you need to remove a user from a group.
❓ FAQs
What does user mean in this article?
User is the umbrella term for participants and team members in Equip. Participants may also be labeled client or student based on account terminology.
Does removing a user from a group delete the user’s profile?
No. It only removes the user’s membership in that group.
Can I remove a user from a group using Batch Actions?
No. Batch Actions can add participants to a group, but group removal is done from the group’s Edit view.
When should I use Batch Actions?
Use Batch Actions when you need to add multiple participants to a group at once. For one user, editing the group directly is usually the simplest route.
If I add a user to a new group, is the user automatically removed from the old group?
No. Adding a user to a new group does not remove the user from existing groups.
Can a user belong to more than one group?
Yes. A user can be a member of multiple groups unless your team chooses to manage groups differently.
Related Articles
Introduction to Groups
Creating Groups
Batch Actions for Participants