User Groups & Permissions - Revision history

Charlotte Garratt at 10:19, 9 August 2018

2018-08-09T10:19:26Z

Charlotte Garratt at 10:09, 9 August 2018

2018-08-09T10:09:30Z

Charlotte Garratt at 13:52, 8 August 2018

2018-08-08T13:52:03Z

Charlotte Garratt at 08:47, 8 August 2018

2018-08-08T08:47:45Z

Charlotte Garratt at 08:44, 8 August 2018

2018-08-08T08:44:12Z

Charlotte Garratt at 08:15, 8 August 2018

2018-08-08T08:15:33Z

Charlotte Garratt at 13:46, 7 August 2018

2018-08-07T13:46:23Z

Charlotte Garratt at 13:37, 7 August 2018

2018-08-07T13:37:17Z

Charlotte Garratt at 13:04, 7 August 2018

2018-08-07T13:04:58Z

Charlotte Garratt at 13:01, 7 August 2018

2018-08-07T13:01:39Z

← Older revision		Revision as of 10:19, 9 August 2018
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	==Index==		==Index==
		+	The last tab in the Custom usergroup section is '''Index'''. This page is simply a list of all the custom and dynamic usergroups on your site, which you can search using the eye filter, for easier access. From this page you can view {{view}}, edit {{edit}}, Upload Members to and delete {{delete}} usergroups by clicking on the {{cog}} next to a usergroup record. You can additionally add completely new Custom and/or Dynamic usergroups from this section by clicking on the corresponding blue button at the top of the page.

← Older revision		Revision as of 10:09, 9 August 2018
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	*eShop Filters - ''Did this person purchase a certain number (or more) e-shop products?''		*eShop Filters - ''Did this person purchase a certain number (or more) e-shop products?''

−		+	==Index==
−	{{Note\|This would be useful for when there is a current election and you want to get people to vote. You can use this filter to create a user-group to target users who have yet not voted and sending an email prompting them to vote. }}

@@ Line 216: / Line 216: @@
 '''Programme'''
-*Faculty
+*Faculty - ''Is the person in a particular faculty?''
-*School
+*School - ''Is the person in a particular school?''
-*Year of Study
+*Year of Study - ''Is the person in a particular year of study?''
-*Type of Study
+*Type of Study - ''Is the person in a particular type of study?''
-*Course Representative
+*Course Representative - ''Is the person a course representative for any programme?''
 '''Demographics'''
-*Sex
+*Sex - ''What is the university's classification of the person's sex?''
-*Age
+*Age - ''What is the person's age?''
-*Birthday
+*Birthday - ''Which person has a birthday within the specified date range?''
-*Nationality
+*Nationality - ''Where was the person born?''
-*ERASMUS
+*ERASMUS - ''Is the person on an ERASMUS or other exchange placement?''
-*Placement
+*Placement - ''Is the person on an exchange placement abroad?''
-*Registration Questions
+*Registration Questions - ''This will allow you to filter users based on answers given from the registration questions you ask when a user initially signs in to your website.''
-*Mode of Study
+*Mode of Study - ''Is this student enrolled in a full-time or part-time course?''
 '''Volunteering Status'''
-*Opportunity Response
+*Opportunity Response - ''Did this person respond to this opportunity?''
-*Volunteers
+*Volunteers - ''Is this person a registered volunteer?''
 '''E-Shop'''
-*eShop Filters
+*eShop Filters - ''Did this person purchase a certain number (or more) e-shop products?''
 {{Note|This would be useful for when there is a current election and you want to get people to vote. You can use this filter to create a user-group to target users who have yet not voted and sending an email prompting them to vote. }}

@@ Line 209: / Line 209: @@
 '''Events'''
-*Event Attendance
+*Event Attendance - ''Did the person attend a particular event?''
-*Multiple Event Attendance
+*Multiple Event Attendance - ''Did the person attend a number of events?''
 '''Halls'''
-*Hall Members
+*Hall Members - ''Is the person a member of a hall?''
 '''Programme'''

@@ Line 191: / Line 191: @@
 '''Union'''
-*Union Member
+*Union Member - ''Is the person a student?''
-*Alumni
+*Alumni - ''Is the person an alumnas or alumna?''
 '''Democracy'''
-*Eligible to Vote
+*Eligible to Vote - ''Did the person vote?''
-*Referendum
+*Referendum - ''Did the person vote for a referendum?''
 '''Student Voice'''
-*Idea/Petition Response
+*Idea/Petition Response - ''Did this person respond to this idea/petition?''
-*Student Voice Engagement
+*Student Voice Engagement - ''Did this person respond to a number of ideas/petitions?''
 '''Groups'''
-*Group Member
+*Group Member - ''Is the person in a club or society?''
-*Committee Post Holder
+*Committee Post Holder - ''Is the person a committee member of a club or society?''
-*Committee Post Type
+*Committee Post Type - ''Does the person hold a particular post within a club or society?''
-*Group Type
+*Group Type - ''Is the person a part of any club or society of a particular type?''
 '''Events'''

@@ Line 188: / Line 188: @@
 ===Creating New Dynamic Usergroups===
-Clicking on the Add Usergroup icon will bring up the '''New Dynamic User Group''' page to the right. To create a new Dynamic Usergroup, give it a name and drag across the filters to define which users you want to be part of this group. Each filter will have different options you need to choose and define, depending on which filters you pick.
+Clicking on the Add Usergroup icon will bring up the '''New Dynamic User Group''' page to the right. To create a new Dynamic Usergroup, give it a name and drag across the filters to define which users you want to be part of this group. Each filter will have different options you need to choose and define, depending on which filters you pick. Below are the current filters you can drag across to define your Dynamic usergroups:
 {{Note|This would be useful for when there is a current election and you want to get people to vote. You can use this filter to create a user-group to target users who have yet not voted and sending an email prompting them to vote. }}

← Older revision		Revision as of 13:46, 7 August 2018
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	*'''Dynamic Usergroups''' - Are changing and adapt to the criteria which you enter for the usergroup. If a user no longer meets the criteria to be in that group then they will be automatically removed. Similarly, if a user suddenly meets the criteria, when they didn't previously, they will be automatically added to the usergroup.		*'''Dynamic Usergroups''' - Are changing and adapt to the criteria which you enter for the usergroup. If a user no longer meets the criteria to be in that group then they will be automatically removed. Similarly, if a user suddenly meets the criteria, when they didn't previously, they will be automatically added to the usergroup.

		+	===Creating New Dynamic Usergroups===
		+	Clicking on the Add Usergroup icon will bring up the '''New Dynamic User Group''' page to the right. To create a new Dynamic Usergroup, give it a name and drag across the filters to define which users you want to be part of this group. Each filter will have different options you need to choose and define, depending on which filters you pick.



	{{Note\|This would be useful for when there is a current election and you want to get people to vote. You can use this filter to create a user-group to target users who have yet not voted and sending an email prompting them to vote. }}		{{Note\|This would be useful for when there is a current election and you want to get people to vote. You can use this filter to create a user-group to target users who have yet not voted and sending an email prompting them to vote. }}

@@ Line 181: / Line 181: @@
 {{url|/administrator/user_groups/dynamic_tree}}
 [[File:Usergroups.png|thumb|Creating a Dynamic usergroup]]
 {{Note|This would be useful for when there is a current election and you want to get people to vote. You can use this filter to create a user-group to target users who have yet not voted and sending an email prompting them to vote. }}

@@ Line 178: / Line 178: @@
 ==Dynamic==
-[[File:Usergroups1.png|thumb|Admin/Usergroups/custom/dynamic]]
+[[File:Usergroups1.png|thumb|Dynamic Usergroups ]]
 {{url|/administrator/user_groups/dynamic_tree}}
-[[File:Usergroups.png|thumb|Filter settings-Dynamic usergroups]]
+[[File:Usergroups.png|thumb|Creating a Dynamic usergroup]]
 {{Note|This would be useful for when there is a current election and you want to get people to vote. You can use this filter to create a user-group to target users who have yet not voted and sending an email prompting them to vote. }}

@@ Line 173: / Line 173: @@
 [[File:Customtree.png|thumb|Custom User Groups Screen]]
 {{url|/administrator/user_groups/custom_tree}}
-The last usergroup option which you can access from the main UnionCloud Usergroup side menu is '''Custom'''. This section is split into three areas: Custom, Dynamic and Index.
+The last usergroup option which you can access from the main UnionCloud Usergroup side menu is '''Custom'''. This section is split into three areas: Custom, Dynamic and Index. We will start with the Custom type first, as this is the area that will automatically appear first when clicking on the sidebar option, which is shown in the screenshot to the right. This page is essentially a catalogue of all the custom-made usergroups on your site (any usergroups which are not default to UnionCloud). You should have a default folder '''Custom User Groups''' which houses all your custom usergroups, clicking on the arrow will dropdown all the usergroups in the folder. On this screen you have the ability to create new folders, so that you can sub-divide and arrange your usergroups for easier access and create whole new usergroups. Just click on the relevant icon on a folder to do this.
 ==Dynamic==