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.

How do I create or edit Group Types and Groups?

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.

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 blue 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 menu.

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 the  >  icon 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.