Adding people to a group¶
A group bundles coachees so you can hand out an exercise, imagery script or affirmation to everyone at once, and read the results side by side.
Getting people into one works six different ways, and they are not interchangeable — each has a condition that stops it working in a case you will hit. This page lists them in the order you will usually want them.
The quick answer¶
| You want to… | Use |
|---|---|
| Let a new cohort sign themselves up | Copy join link on an invite code |
| Add someone who is already your coachee | Groups → Add Group Member |
| Add a lot of people who are already your coachees | Groups → Bulk Add Group Members |
| Add a list of people from a spreadsheet, new or not | Groups → Upload CSV |
| Add people you met in a workshop | Workshop Console → add attendees to a group |
| Have everyone who attends land in the group automatically | Link a group when creating the workshop (or later, from the console) |
1. Invite codes — the one to reach for¶
An invite code is a short string like EKBIEYHN that connects whoever uses it to you, and — if
you attached a group when you made it — drops them into that group as well.
Make one: sidebar → Facilitation → Invite Codes → Create Code. Pick the group under Auto-join team. Leave Expires blank unless you actually want it to stop working.
Share it with the join link, not the bare code. Each code has two copy buttons:
- Copy join link — a full web address with the code already in it. Send this. It opens the sign-up page with the code filled in, and connects them the moment they finish.
- Copy (the small icon) — the code on its own. Only useful for someone who already has an account; see below.
The join link does not work for someone who already has an account
Sign-up will refuse their email address, and the code is never applied. If the person is already on MyZone Mindset, send them the plain code and tell them:
Profile → Join a Group → paste the code → Join Group, then reload the page.
This is also the fix if someone signed up but ended up in no group.
Reusing a code for the next intake¶
Don't hand last term's code to this term's students — it still works, and you cannot tell the two groups apart afterwards. Instead press Regenerate on the code.
That retires the old string, issues a new one for the same group, and copies the new join link straight to your clipboard. Anyone who already joined stays exactly where they are, and the record of who used the old code is kept.
You can set an expiry when you regenerate. Leave it blank and the new code never expires; set a date to time-limit it to a single intake. A code that has already expired can only be replaced this way — editing the date on a lapsed code does not revive it.
2. Groups → Add Group Member¶
Sidebar → Facilitation → Groups → open the group → Add Group Member.
The picker only lists people who are already your coachees
This is the most common surprise. If the person you are looking for is not in the dropdown, it is because there is no coach–coachee relationship between you yet — not because they don't have an account. Use an invite code (§1) or a workshop (§4) to create that relationship first.
The list also shows only the first 50 of your roster at a time. When there are more it says so — "Showing 50 of 53 — type a name or email to find the rest" — so if you see that line, type rather than scroll.
Bulk Add Group Members does the same for many people at once, and tells you why it skipped anyone it skipped.
Upload CSV takes a spreadsheet (CSV or Excel, up to 5 MB and 100 people) with email, first name and last name, one person per row (Download template in the upload window has the layout). Anyone already your coachee is added to the group. Anyone without an account is created and sent an invitation, but only if their row has a first name; rows with neither an account nor a first name are listed as not added. People already in the group are skipped. The result shows how many were added, created and invited, and any invitations that couldn't be sent.
3. Live workshops — the route that works on strangers¶
If you are running a workshop, this is the easiest way to gather a group, because it is the only coach-driven route that works on people who are not yet your coachees. It creates the relationship for you.
During or after the session: Workshop Console → add attendees to a group → choose the group. Every attendee is added; co-facilitators are left out; anyone already in the group is counted, not duplicated.
Automatically: link a group when you create the workshop. Everyone who joins with the workshop code lands in the group as they arrive, without you doing anything. Linking a group from the console later does the same, and also adds the people already in the room.
Workshop codes and invite codes are different things
A workshop join code (e.g. UX34QB) admits someone to that session. An invite code creates an
account and a lasting relationship. Running workshops will populate a group, but it leaves the
group with no code of its own — so when someone later asks "how do I join?", there is nothing to
send them. Make an invite code for the group as well.
4. Course cohorts (IAPCF)¶
Members placed on a course batch by IAPCF are put into the matching cohort group automatically. This happens behind the scenes; there is nothing to press, and it only applies to IAPCF programmes.
What does not work¶
- An admin cannot add anyone to a group. Admins can view every group and its members, but the admin screens are deliberately read-only for membership. Ask the group's coach.
- Deleting a group does not delete the people in it, but it does un-attach any invite code pointing at it — the code keeps working and stops putting anyone in a group. If you replace a group, make a new code for the replacement.
Troubleshooting¶
"I sent the code and they say it doesn't work." Check the code's row on the Invite Codes page for an Expired or Max Uses Reached tag. Press Regenerate to issue a working replacement.
"They signed up but they're not in my group." The code probably had no group attached — a code can connect someone to you without putting them anywhere. Check the Auto-joins line on the code. Add them by hand with Add Group Member (they are your coachee now, so the picker will list them), and attach a group to the next code you make.
"They joined the group but can't see it." Ask them to reload the page. Membership changes do not appear until the app refreshes.