Contents

• Overview Video
• What you can do with Groups:
• Introduction
• Creating Groups
• Editing Groups
  • Transferring people between groups
• Deleting Groups

Watch a 53s video about working with Groups

What you can do with Groups:

• Organize people
• Communicate with groups
• Assign Group Leaders

Introduction

Groups are a great way for you to organize people, according to any criteria. You can use them, for example, to create activity groups, make lists of people who might need special care, create children’s groups, etc. 

You can always find your ChMeetings groups by going to the Groups module, in the main menu.

In ChMeetings, Groups can have Group Leaders who manage their activity and have additional features within their ChMeetings account, in accordance with their role and the permissions an Owner or Admin sets for them;

To learn about how to manage Group Leaders, please see: 

• How to invite a new user?If they are not registered to ChMeetings already; or 
• How can I promote a member to a group leader or admin role? If they are. 

To manage Group Leader permissions, please also see How to edit users and their permissions?.

Creating Groups

New groups can be created from the dedicated Groups module. Here are the steps to follow: 

• Click on Add Group.

• Enter the Group Name.  
• Choose whether you want to Show this group to members. Turning on this option will automatically add the group to the Members’ Main Menu for people who are also members of the group. You can configure further options as follows:
  • Show this group to non-group members Turning on this option will also make the group visible in the Members’ Main Menu for people who are NOT members of the group.
  • When the group is visible to non-members, you can enable group signup. 
    • Closed means that the group is visible but people can’t join it. 
    • Open: means that anyone can freely join the group. 
    • Request to Join means that people must request to join the group and an admin or leader must approve it.
      
      Learn more about Group Signup.
      
      
  • Show Group Members. This option displays the list of people who are members of the group. To use this option, you must enable the Online Member Directory and set the Visibility so that members can see each other within the same group. 
  • Show Group Leaders: When enabled, this option will display the group leaders when Members view the respective group.
• Enter a Description for your group.
• Optionally, add a Group Photo:
  • Click the pencil icon on the photo placeholder,
    
  • Upload a photo.
    
  • You can edit or delete group photos by clicking the same pencil icon, then choosing the corresponding option.
    
• Click on Save when you are ready.

Please see the demo below for the full group creation process.

Your group has now been saved and will display within your Groups list, wherever relevant within ChMeetings.. 

If you have chosen to allow members to see the group, it will look similarly to the view below.

Editing Groups

To edit an existing group:

• Go to Groups.
• Find the group you want to edit.
• Click the options button next to it, then select Edit.

• You can now edit the Group Name and Description. Click Save when you are ready. 

Transferring people between groups

If you no longer need a specific group, but you want all the people in it to be included in another, you can transfer them in a couple of clicks. 

Just click the Transfer icon at the top right of your groups list. Next, select the group from which you want to remove people, then the group to which you would like to add them. Click the Transfer button when you are ready. 

Note that all people will be removed from the group they are in. At the moment, there is no option to transfer specific people. If you would like to add certain people to a group, you can use People > Bulk Actions > Add to Groups.

Deleting Groups

To delete an existing group:

• Go to Groups.
• Find the group you want to remove.
• Click the options button next to it, then select Delete.

• You will now be asked whether you are sure that you want to delete the selected group. Click again on Delete if you are sure.

• Your group will now be removed from your list of groups, as well as from anywhere it was assigned to people profiles. 

Note: Any people who had been assigned to the group, prior to deletion, will need to be reassigned to another, if you still want them to be part of a group.