Groups and Smart Groups

Creating groups provides a way an organization can keep a collection of members together to be able to assign to pages or to email. If a group is created from the member directory or the registration you can attach the group to a page.

Group: A collection of members that can be added to a single group from the list of members in the directory.

Smart Group: Either created for the list of members or from a registration session. As people become members to the site or register, depending on how the filters are set up in the smart group, members will dynamically be placed in these groups.

Note: Only a Webmaster or user with access to the registration information (such as the Registrar) would be able to create a Smart Group.  They would also be able to assign a Smart Group to a specific page so the 'owner' of the page could access the group

Create from Membership Directory​
Create from Registration
Create from Page

Create from Membership Directory​
Step 1: Log In> Select Admin Control Panel> Select Members/People> Select Groups

Step 3: Select either Group or Smart Group

Smart Group Example:

Create from Registration
Step 1: Log In> Select Admin Control Panel> Select Registration Tab> Select the Registration Name
Step 2: Run a Report

Step 3: Create Smart Group

Create from Page
Step 1: Log In> Select Edit Mode> Navigate to the Page the Group needs to be attached to
Step 2: Select Groups> Select Members> Create Group

Attach a Group to a page (created from Members/People Tab or Registration)

Step 1: Create or Edit a Page > Create a Group or Smart Group
Step 2: Navigate to the Page you would like to add the Group to
Step 3: Select Permission
Step 4: Make sure page is private, so only group members will see the page
Step 5: Select Group and Select Add Group

More Information on Permissions:

Note: If a member needs to be added navigate to the groups on the members tab and add a member.

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