Maybe this is a support issue because I haven’t found “the way” to do it, but here is a recurring scenario for me. When a new user joins the community, I want to add them to a “monthly” group (ie, the month they joined in). If the monthly group already exists, I can add them to that group just aft…

[image] stephtara: so I go to the users listing and there, I can’t see how to “sort” the users so that the most recently approved ones are on top Which user listing do you use? The public user directory or the one in your admin area? The latter has a link at the top to show new users at the …

Are the groups strictly by month, or by month and year? This could be a good scenario for using Workflows. You could set a trigger when the user is created, extract the current month, and add them to the corresponding group. What’s your use case for having them in these groups, if you don’t mind m…

Month and year! Oh yes… I definitely need to look at workflows. Use case: progressive onboarding, and also checking in with people. Eg if somebody joined three months ago we will send them a specific message and point them to some ressources. Or if we haven’t heard from somebody « new » in a week w…

Thanks @Moin , that was it, I hadn’t realised I was in the « public » view and not « admin ». That already helps.

I moved this to Community Building because I think the most interesting part about this conversation is what you’re doing and why – and I think there’s plenty of room to discuss the different approaches to “how” here too. Workflows are definitely worth a look. I imagine doing the following: one …

On second thought, let’s separate the two discussions. Let’s consider this first a Support topic. [image] stephtara: Maybe this is a support issue because I haven’t found “the way” to do it, but here is a recurring scenario for me. Once you’ve found “the way” that works for you, let us know …

Adding users to groups created on demand for monthly cohorts

Support

Moin September 11, 2026, 7:52am 2

Which user listing do you use? The public user directory or the one in your admin area? The latter has a link at the top to show new users at the top

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Adding users to groups created on demand for monthly cohorts

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