42 STEPS
1. This tutorial will show you how to Create a Pool, Add and Remove People to, or from the pool, and how to Add More People to an existing Pool.
To start, click Settings
![Step 1 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=1&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
2. Click Pools
![Step 2 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=2&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
3. Click Create
![Step 3 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=3&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
4. Click inside the Pool Name field
![Step 4 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=4&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
5. Type in the Pool Name and Click inside the Description field if you want to add a description.
![Step 5 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=5&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
5b. Click
![Step 5b image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=5b&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
6. Type in a Description if you wish.
![Step 6 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=6&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
6b. Click
![Step 6b image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=6b&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
7. Click Create
![Step 7 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=7&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
8. Click Edit Pool if you need to change the name or description, or to add a Pool Type to help you organize your pools.
![Step 8 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=8&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
9. In this example, we will add a Pool Type.
Click the arrow within Pool Type to expand the dropdown list.
![Step 9 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=9&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
10. Click on the pool type that describes your pool from the dropdown list.
In this example, we will choose Custom/Other.
![Step 10 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=10&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
11. If you want this pool to be visible to other assignors and administrators, move the Public toggle to the right.
The default setting is for the pool to be private.
![Step 11 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=11&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
12. Click Apply Changes when done.
![Step 12 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=12&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
13. Now we will add people to this pool.
Click Add People
![Step 13 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=13&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
14. Note there may only be a limited number of rows displaying on this page. If we plan on using the "Select All" toggle, we should display all rows now.
To display all rows, click Actions
![Step 14 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=14&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
15. Click Format, then Rows Per Page, then All
![Step 15 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=15&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
16. If you want to filter the people who are listed here, there are several options.
Not all options are displayed by default. To see more options, click Actions, then Columns.
![Step 16 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=16&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
17. The columns displayed in the report are on the right. The columns available but not displayed are on the left.
To have a column display, double click the item or click the > sign to shuttle it from the left side to the right side.
![Step 17 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=17&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
18. As an example, Double Click Pools
![Step 18 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=18&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
19. Click the Up arrow if you want to move this column to the left side of the report.
![Step 19 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=19&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
20.
![Step 20 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=20&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
21.
![Step 21 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=21&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
22. Click Apply when you have set your display how you prefer.
![Step 22 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=22&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
23. To select individuals, check the box next to the person's name.
![Step 23 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=23&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
24.
![Step 24 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=24&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
25.
![Step 25 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=25&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
26.
![Step 26 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=26&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
27. You also have the option to Select All the people being displayed on this page by moving the Select All toggle to the right.
In this example, we will only select a few people for now, then come back later to add more people.
![Step 27 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=27&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
28. After making your selections, click Save Selected People.
This action will move the selected people from the right side of the page to the left.
![Step 28 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=28&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
29. We selected 12 people. You can remove someone at this stage by clicking on the garbage can next to their name.
When finished, click Save Changes
![Step 29 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=29&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
30. Your selections now show in the Members area.
![Step 30 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=30&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
31. Our new Pool is now in our master list of Pools.
We can come back to this Pool at a later time to add additional people.
Click the magnifying glass next to the pool name.
![Step 31 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=31&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
32. Click Add People
![Step 32 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=32&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
33. Recall from earlier in the tutorial that you can click Actions to add, remove, sort, and filter columns on this report, or to display all rows on the page.
![Step 33 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=33&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
34. This time, we will Select All people shown on this page by moving the toggle to the right.
![Step 34 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=34&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
35. Click Save Selected People to add them to the left side of the page.
![Step 35 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=35&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
36. Click Save Changes
![Step 36 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=36&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
37. Your Members list is now updated.
![Step 37 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=37&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
38. Additional tips:
You can remove someone from the Pool quickly by clicking the Edit icon next to their name.
![Step 38 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=38&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
39. Click Delete in the pop-up window.
![Step 39 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=39&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
40. Click OK to confirm the Delete action.
![Step 40 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=40&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
41. To see a person's profile page from here, click on their last name. Note the orange color, which indicates it can be clicked and bring you to a page with more information.
![Step 41 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=41&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)
42. Thank you for watching the tutorial on how to Create a Pool, Add and Remove People to or from the pool, and how to Add More People to an existing pool.
![Step 42 image](https://www.iorad.com/api/tutorial/stepScreenshot?tutorial_id=2341905&step_number=42&width=800&height=600&mobile_width=450&mobile_height=400&apply_resize=true&min_zoom=0.5)