Creating Groups in RedFlag Using Bulk Upload

How to create a group using Bulk Upload. We explain the process step by step, from naming the group to selecting group types like static, dynamic, and geofencing. We also discuss features like self-subscribe and auto CC, providing use cases for each. Finally, we show how to import recipients and handle mapping, including saving mappings for future use.

Creating a Group Using Bulk Upload: A Step-by-Step Guide

Initiating Group Creation

Select "Create a Group" from the group style menu.

Naming and Describing the Group

Name the group and optionally add a description for organization.

Selecting Group Type

Choose "Static Group" for manual bulk upload, with options for dynamic group and geofencing explained.

Configuring Optional Features

Understand and utilize features like self-subscribe, auto CC, and protection for admin groups.

Adding Location Coordinates

If applicable, input latitude and longitude coordinates for geofencing purposes.

Bulk Uploading Recipients

Choose to upload recipients and/or desktops, select the file, and confirm column headers.

Mapping Columns

Review and adjust column mappings, ensuring accurate data import.

Initiating Import

Click "Import" to process the upload, receiving an email notification upon completion.

Reviewing Import Results

Check the email notification for details on successful imports and any encountered issues.

Handling Import Errors

If errors occur, review the attached error report in the email to understand and address issues.