Group Types and Groups

 

A couple things to keep in mind:

• A User Account can only belong to one Group per Group Type.
• A Group can have 0, 1, or 2+ Managers.
• You can only assign Accounts as Managers if they have the "Manager" permission set.   

↳ Note: You can assign Manager permissions directly within the Group Editor.

 

Want to see examples and best practices for Group Types and Groups? Learn more here.

 

Access the Group Manager

1. Open the left navigation and click Administration > People > Groups.

 

2. Upon accessing the Groups tab, you will see the Group Manager.

Any Group Types and Groups that your Organization has created will be found here.

 

After Accessing the Group Editor you can:

• Create a Group Type
• Edit a Group Type
• Create a Group
• Edit a Group

↳ Groups can also be edited by accessing their respective Dashboard.

 

Create a Group Type

 

1. Click +Create New Type in the Group Manager.

 

2. Type in a new name for your new Group Type.

3. Click the green Save button.

 

Edit a Group Type

1. Click the "  " icon beside the respective Group Type's name.

You can edit the Group Type name, or Allow/Disallow Open Membership (The ability for Users to self-join Groups in this Group Type).

 

2. Make appropriate edits to Name or Membership Type.

 

3. Click the Save button.

 

How do I create or edit a Group?

Create a Group

1. Select the appropriate Group Type on the left side of the Group Manager.

2. Click + Add New {Group Type Name}.

3. Type your new Group's name.

4. Click the green Save button.

 

Edit a Group's Information, Users, or Managers

1. Click on the Group's Name to access the Group Editor.

 

2. Make appropriate edits.

In the Group Editor you can edit the Group's:

• Group Name
• Image (A representative photo for team recognition) 
• Anthem (A short GIF that plays for team recognition) 
• Members (This Group's contributors)
• Managers (This Group's managers)

 

3. Click the green Save Group button.

 

Edit a Group Through Their Dashboard

1. Access the Dashboard of the Group you wish to edit.

↳ You can search for a specific Group's Dashboard by name through the Search bar at the top of the screen.

 

2. Click the gear icon, , next to the Groups's name you wish to edit.

    You will be navigated into the Group Editor.

 

3. Make appropriate edits.

In the Group Editor you can edit the Group's:

• Group Name
• Image (A representative photo for team recognition) 
• Anthem (A short GIF that plays for team recognition) 
• Members (This Group's contributors)
• Managers (This Group's managers)

4. Click the green Save Group button.