What is it?
A Group is used to dictate a member's permissions, or level of access to the system. Each Member Type you create also creates a Group automatically. Additional Groups may be added at any time, and a member may belong to more than one Group.
- Difference between Member Types and Groups
- Creating A New Group
- Assign A Group To A Profile (Profile List)
- Assign A Group To A Profile (Form)
What is the difference between Member Types and Groups?
Member Types determine a user's member dues. Groups determine the user's permissions. A user can only be in one Member Type at a time to ensure they are charged the correct dues amount, but they can be in multiple groups. A user in two groups will possess the permissions given to both groups. This is useful if, for example, a member is elected to your board of directors for the year. You may not want to change their Member Type, as they are still a dues paying member, but you want to provide them with additional access to board of director permissioned pages. Adding them to the board of directors group will give them access to that group's permissions, while they will also remain a member.
To note: When a Member Type is created, a group of the same name is also automatically created. It's only necessary to create a group from scratch if no Member Type exists that possesses the group's name.
How to Access
Navigate to Database > Groups
Creating a New Group
1. To create a new Group, begin by clicking the Add button in the top left-hand corner.
2. Give the Group a name, then click Add.
Assigning Group to a Profile (Profile List)
To assign a member's Group, you can complete a Profile Import, update a member's profile manually, use the Profile List to tag and re/move users to certain Groups en masse or through a form selection set.
1. To manually update a member's group, first view their profile. Inside the profile, click Edit just above the Group assignment.
2. In the modal window, select the Group(s) the member should belong to, then Save.
To add multiple tagged profiles to a group, navigate to the Profile List, tag the profiles in question, then click the Actions tab at the bottom of the page. Choose the 'add to groups' option pictured below.
If you're unfamiliar with the profile list, click here to read the profile list guide.
Assigning Group to a Profile Through A Form
If you would like a group to be assigned to a group through a form a profile fills out this is able to be done through a Selection Set on a form.
After form creation, you must add the form section and selection set.
Add an Event or General Section via Add Form Elements > Presentation
Add your Selection Set via Add Form Elements > Form Fields
Update the Selection Properties paying attention to the following important notes (see Form documentation for full feature explanation)
Enable selections to dictate a form taker's group: This toggle must be turned on so that profiles who choose the form selection will be added to the group.
Once you have ensured the toggle is ON to enable selections to dictate a form taker's group, you must add that selection to the appropriate group in this modal by clicking the "Add Selections, Option Limits, & Base Prices" button. This is also where you will name the selection option and assign pricing (if any).
In the next screen that opens, you will name the selection, assign pricing (if applicable), and assign a group to that selection from the dropdown.
Doing this will ensure that when a form taker selects this exact item, upon form submission, the form taker will be added to that group in the system automatically.