Leveraging Groups within QuickHelp can help ensure your end users are assigned content that is relevant to their unique needs. Groups can be created around a topic, a point of interest, Department or Job Title, etc. Once you have your groups in place, you need users in those groups. Users can either join a group themselves, or a QuickHelp Admin can manage the group membership. This document outlines the different ways end users can be added to a group.


Auto-Enrollment

CSV Import 

Admin Portal 

QuickHelp Portal (by User Group Creator) 

Manually by End User 

Single Sign-On (SSO) 


Auto-Enrollment

Using Groups (instead of System Groups) is QuickHelp’s best practice. To understand the difference between Groups and System Groups click here.  Groups can be configured in such a way that membership is controlled automatically, based on criteria selected when the Group was created. At this time, Microsoft Graph must be configured in your QuickHelp tenant in order to Auto-Enrollment to be available. Group membership can be controlled by Microsoft Graph attributes such as Department, Microsoft 365 license type, Job Title, Country, etc. Please see Creating QuickHelp Groups - Groups for information on creating Auto-Enrollment Groups.




CSV Import

Using a CSV import is the easiest way to manually add a large number of users to Groups and/or System Groups. For more information on CSV uploads, check out Creating a CSV for upload. 

NOTE: Groups and System Groups must exist in QuickHelp prior to importing the CSV.


You can either add all the users in the CSV to the same Group and/or System Group using the CSV import wizard, or you can use the columns in the CSV file itself to add the users to different Groups and/or System Groups. 


In steps 3 & 4 of the CSV Import wizard, Add to System Group(s) (Optional) and Add to Group(s) (Optional) respectively, you can select one or more groups (or none, since it is optional) to which all users in the CSV file will be added. This is worth repeating - using this method will add all users in the CSV to the selected group(s).



Or, using the CSV file itself, use the SystemGroup and UserGroup columns to add different users to different groups. To add a user to multiple System and/or User Groups, a row per Group must be included in the CSV. This means the same user may have multiple rows in the CSV file depending on the number of System and/or Users Groups to which they are being added. Each row must contain the FirstName, LastName and Email of the user. The Group(s) and System Group(s) must be spelled exactly as they are in the QuickHelp Admin Portal.



Admin Portal


The following process is the same for both Groups and System Groups. One difference being that if the Group is configured for Auto-Enrollment, you cannot add users manually.


  1. Click Groups from the left-hand menu
  2. Click either the SYSTEM GROUPS or GROUPS tab
  3. Click the desired Group Name
  4. Click the Members tab
  5. Click Add Member from the Action Bar
  6. In the ADD USERS TO GROUP wizard, select the checkbox to the left of user(s) you wish to add to this group

    1. Check Suppress email notifications if no notification email is desired

    2. Check Hide unlicensed users to only list users with an active QuickHelp license

  7. Click the Finish checkmark


QuickHelp Portal (by User Group Creator)


An End User with the User Group Creator Role can add members to Groups from within QuickHelp itself, bypassing the Admin Portal. Click here to learn how to assign this role. Please note that this is limited to adding members to Groups only (not System Groups).


  1. Click the "menu" icon at the top left of the QuickHelp Portal
  2. Click Groups
  3. Click on the desired Group tile
  4. Click View Members
  5. Click the + icon next to the Member Count
  6. Find users to add either by using the Search bar at the top right, or by clicking a letter of the alphabet to filter users by First Name (first name starting with that letter)
    NOTE: Search will be performed within the selected letter of the alphabet (or ALL). If you are not finding the expected results, please make sure you have the correct letter filter selected.
  7. Check the checkbox to the left of the user(s) to be added (selected users will be saved as you navigate through multiple searches and filters)
  8. Click ADD TO GROUP


Manually by End User


End Users can choose to join Groups (based on the congifuration) in the QuickHelp Portal. 


  1. Click the "menu" icon at the top left of the QuickHelp Portal
  2. Click Groups
  3. Find a Group to join
  4. Click Join
  5. If the user has requested to join a Group that requires approval from the Group Owner, they will see a Pending notice until approved (or denied)


Single Sign-On (SSO)


SSO can be used to automatically create and populate System Groups as users log in to QuickHelp. If there is a single- or multiple-value attribute in your IdP that can be used as a QuickHelp System Group identifier, include it as the Group parameter (e.g., location, office, etc.). The number of user-assigned values for the chosen attribute should be relatively small as a QuickHelp Group will be created for each value. It is QuickHelp's best practice to not use AD Groups as a QuickHelp System Group will be created for each users' assigned AD Groups and can result in hundreds of QuickHelp System Groups.




For more information on using SSO to create groups, please see the QuickHelp Single Sign-On (SSO) Configuration Guide.