Knowledge Base Article

Add Member Groups

A Member Group is a set of members organized together for a purpose, such as a committee, class, or team. This article walks through creating a group and adding members to it.

Create a member group

Go to Membership > Member Groups and click Add A New Member Group. This creates the group and opens the Member Group Workspace on the Member Group Details page.
Fill in the details and save.

The Member Groups list header with the search box, the filter bar, the Add A New Member Group button, bulk actions, Export Data, Export to CSV, and the group count

Add A New Member Group sits under the filter bar.

Member Group Details fields

Record Level Permissions: the Set As View Only and Lock This Record switches.
Active Date (required, defaults to today).
Group Name (required).
Group Status (required): Active or Inactive.
Group Category (required): pick from the drop-down, or add a new one with the orange add icon.
Group Age Level: an optional age level.
Group Description.
Group Leader/Team Member: the team member responsible for the group.
Budget Amount and Budget Time Period/Term (Weekly, Bi-Weekly, Monthly, Quarterly, or Annually).
Chapter, Division, Department (plus District, Precinct for political teams).

The Record Level Permissions row with the Set As View Only and Lock This Record switches

The two permission switches at the top of Member Group Details.

The Active Date, Group Name, Group Status, Group Category, Group Age Level, and Group Description fields

Four fields carry an orange asterisk, so they are the ones you have to fill in.

The Group Leader or Team Member field, Budget Amount, Budget Time Period or Term, and the Chapter, Division, and Department drop-downs

Budget Amount and its term let you track what the group costs to run.

Save with Save All Changes & Continue or Save All Changes & Exit. Creating, editing, and deleting a group requires Master Builder or admin rights.

The Save All Changes and Continue, Save All Changes and Exit, Delete This Record, and Cancel and Exit buttons

The buttons at the foot of Member Group Details.

Add members to the group

Open the Members tab and click Add New.
In the Add A Member window, start typing to find the member and select them.
Click Add Member. Repeat for each member you want in the group.

The Add A Member window with a Select a Member search box, an orange add icon, and Add Member and Cancel buttons

Pick the member, then click Add Member. The window stays open for the next one.

The Members tab lists everyone in the group with their Active Date, status, and group role. Use the Show filter (Active, Inactive, All), Export To CSV to download the roster, and the pink remove icon to take a member out of the group.

The Members tab of a member group with Add New, Export To CSV, the Show filter set to Active, and four members listed with their active date, status, and group role

The pink icon on the right takes a member out of the group.

Files, notes, and permissions

The workspace also has Related Files (see Add Related Files), Notes (see Add A Note), and Record Permissions (grant specific users view-only or locked-record access) tabs.

The Member Group Workspace menu showing Member Group Details, Members, Related Files, Notes, and Record Permissions

The workspace menu across the top of a member group.