Everything You Need to Know About Managing Groups

Groups let you segment your member base using specific criteria or manual assignment.

You can also assign dedicated administrators and delegate certain features available at the main platform level.

Due to a technical limitation, a member cannot hold both app-restricted permissions at the parent platform level and group administrator rights. Adding someone as a group administrator will grant them full administrator rights on the parent platform.

This article covers the following:

• Types of groups
• How groups work

Types of groups

Basic groups

Basic groups — known as static groups or dynamic groups — are subsets of a platform that let you organize members and segment your Community. Since every member is different, you can classify them by age, activity, or role within the organization.

Members can be assigned manually (static group) or automatically based on a defined criterion (dynamic group). Note that a person can belong to multiple groups.

For more information on static and dynamic basic groups, see this article.

Advanced groups

Does your organization include semi-independent entities (chapters, sections, etc.)? Advanced groups let you connect them to your organization's main platform.

Like basic groups, advanced groups are "child" platforms of your main platform. However, they have a greater degree of autonomy and a broader set of dedicated features. Note that an advanced group can contain its own basic groups and that advanced groups are billed at €10/month.

See this article for a detailed look at how advanced groups work.

How groups work

Features available at the group level

A basic group is primarily designed to segment your community and includes only a subset of the main platform's features. Specifically, you can:

• Manage a dedicated Persons page,
• Use attendance sheets,
• Send standard emails and email campaigns.

An advanced group lets you activate all modules (Accounting, Website, etc.) and operate with varying degrees of independence from the main platform.

For more information on how advanced groups work, see this article.

Assigning a group administrator

You may want to restrict an administrator's access to a single group or delegate the management of that group to them.

You can assign one administrator per group. That person will be able to manage their own space, add members to their group, and use the features available at the group level.

Follow these steps to add an administrator to a basic group (static or dynamic):

Go to the group in question: Community > Groups > Configure

You'll land on the group's settings page. Click on 'Administrators'.

From there, you can add an administrator.

The steps for adding an administrator to advanced groups are covered in this article.

Information categories restricted to a group

You can define information fields for specific groups only via Community > Settings. The fields in that category will only be shown to members of the relevant group.

See this article for more details on categories restricted to a group.