Groups have many uses on the system. From community interests, to approved members of a council - the possibilities are endless. These groups can be used to easily find and send messages to certain members on the system.
To create or edit the existing groups for your site you can use the below steps:
When logged in, click "Site Configuration" on the main left menu.
On the sub-menu to this page, click "Site Groups".
View Current Groups
This will list all currently set up categories & groups on your Alert site. Be aware, these groups are configured for every admin on the website, so any changes made will apply to everybody else who uses the system. This is why only certain admins will have the ability to make these group changes.
Add new Groups / Categories
You can add a top level group at any time with the "Add top level group" button at the top of the groups.
You can view sub-groups to a top-level category by clicking the + icon on the left-hand side of a group. You can also add new sub-groups to a pre-existing top-level group by clicking the ellipsis (...) besides the relevant top-level group, and selecting "Add sub group".
The top level categories can also contain further categories for further splitting of groups, if needed.
How you or your organization chooses to use the groups is entirely up to you, these can be organised in whatever way best fits your organisation's use of those groups.
When adding a new group, if you believe this may have previously existed on your site, any removed groups can be reinstated for you by us, allowing access to those users that may have joined that now-removed group.
Edit Group Settings
After you have added a new group, you can edit the settings for this as below:
You will then be able to adjust the settings for this group:
On this screen you can edit the basic details of the group, and also set where this is visible on the system:
- You can set if end-user members are able to add themselves to the group from their account
- You can select for this group to show on the rapport 'Add User' page, for when admins add users
- You can also select for this group to show as a shortcut in Rapport > My Groups and Members
For details on how you can target these groups with an Alert message, see here.