To improve clarity and efficiency in managing your community, the concept of advanced group has been redesigned. This update simplifies your navigation and makes it easier to distinguish the different levels of your structure.
What was previously grouped under the term "Advanced Group" is now split into two distinct concepts:
- Organizations: representing your different entities (sections, chapters, etc.).
- Groups: for segmenting and managing members of your community.
Here's what these changes mean for you.
Why this change?
Advanced groups could be confusing because they mixed entity management (with its own accounting, website, etc.) and contact list management. This update separates these two concepts for a more intuitive experience.
From advanced groups to organizations: Entity-level management
An advanced group becomes an organization. An organization is a dedicated workspace for one of your entities, such as a local section or a regional chapter.
What changes for you:
- Centralized navigation: Managing your organizations now takes place from a dedicated page: "Browse the network". This is where you can create, manage, and get an overview of all your organizations.
- Clear visual labels: To distinguish between the former "dependent" and "independent" advanced groups, new visual labels are used:
- Section (green): a dependent organization.
- Nonprofit (yellow): an independent organization.
- Simplified creation: A new wizard guides you through 3 steps to create a new organization.
To help you understand the differences, here is a summary table:
| Feature | Section (formerly dependent advanced group) | Nonprofit (formerly independent advanced group) |
|---|---|---|
| Legal status | Not a separate entity from the main organization | Legally separate entity |
| Accounting | Consolidated at the main level, limited access | Separate, own settings, full access |
| Payments | Uses the main platform's e-wallet | Manages its own e-wallet |
| Website | Your choice: pages on the main site or a dedicated site | Your choice: pages on the main site or a dedicated site |
| Email campaigns | Inherits settings from the main platform | Independent settings |
| Settings | Defined at the main platform level | Defines its own settings |
From simple groups to contact groups: A streamlined CRM
Simple groups are now called groups. Their primary purpose is to segment your contact base for your communication and management activities (CRM).
What changes for you:
- Dedicated page for groups: Manage your groups from the Community > Groups page. This page shows groups only.
- Link to organizations: To bridge your entities and your contact lists, a contact group is automatically created for each organization. It's easy to identify thanks to the label "🔗 Group linked to an organization".
Good to know: Organizations are managed from "Browse the network", but a shortcut is also available. From the groups list, on a "group linked to an organization", use the contextual options ("...") to go directly to the corresponding organization.
A new view for the groups list
This new list view brings you:
- More efficiency: Search and filter with ease.
- Quick actions: Jump straight to key actions (view contacts, configure, delete, etc.).
The goal is to give you more clarity and speed in your day-to-day tasks.
How to find your way around
- Where did my old advanced groups go? They are now listed as Organizations on the "Browse the network" page.
- How do I create a new entity (formerly an advanced group)?
- Go to "Browse the network".
- Click "Create an organization".
- Follow the 3 steps: choose the type (Section or Nonprofit), configure the features, and define the settings and administrators.
- How do I create a static or dynamic group (formerly a simple group)?
- Go to Community > Groups.
- Click "Create a group".
- Follow the 2 simplified steps.
- How do I delete an organization?
- Go to Community > Groups.
- Click the contextual options ("...")
- Delete the organization
In a nutshell, here's what changes:
🔄 Advanced groups are going away, replaced by 2 distinct concepts:
- Organizations = your entities (sections, nonprofits)
- Groups = segmentation of your community
🏢 For your organizations (formerly advanced groups)
- New dedicated page: "Browse the network"
- New visual labels: Section (green) / Nonprofit (yellow)
- Creation in 3 simplified steps on this page
👥 For your Groups
- Automatic group created for each organization (🔗 identifiable)
- New list view for faster work (search, filters, quick actions)
📍 Where to find what?
- Create an entity → "Browse the network" > "Create an organization"
- Create a contact group → "Community > Groups" > "Create a group"
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