Difference between revisions of "Manage Groups"

Revision as of 10:01, 28 July 2016

The Groups menu.

Groups is the place to create, control and administrate all of the clubs, societies and any other groups you may have on your site.

Manage Groups

This is the management console for all the groups on your site. As an administrator of this section you can easily keep an eye on the groups that are on your site and monitor new group or group membership requests.

List Groups

This provides you with a comprehensive list of all the groups on your site. Use the view button to enter a group admin pages or use the edit button to edit the groups overall settings. You can also fitler this page and search by Name, Group Type or State.

To create a new group select a group type from the dropdown menu at the bottom of the page and this will take you through to the Create Group page.

Create New Group

The create group page.

• Name - Give the group a suitable name.
• Nominal Code - Nominal codes are used for group finances. If applicable, select a code from the list. To setup new codes use the setup menu.
• Description - Enter a description for this group.
• Configure email for outgoing mails for this group - Enter an email address that communications from this group will be delivered from.
• Display name - Enter a display name for this group communications.
• Assign Category/Sub Category - Help users searching for groups on your site easily find this group by adding it to a sub category.
• Group Tags - Enter keywords to help users find this group. Separate each keyword or phrase with a comma.
• Next of king required - Enable this to require next of kin details for memberships.
• Over eighteen - Enable this if users must be over 18 to join.
• Member approval required - Enable this to require new members to be approve before joining.
• CMS content defaults to draft - Enable this to make new content such as pages default to draft.
• Articles defaults to draft - Enable this to make articles default to draft.
• Check this to create bespoke subsite - Enable this to create a subsite for this group.
• Max subscription years - How many years can a user join this group for?
• Group membership expiry date - Set a global expiry date for all memberships within this group. Setting a date will update existing memberships.
• Group terms and conditions - Enable this to add custom terms and conditions for this group.

New

Any groups that have been newly created on your site will appear here.

Pending

If a group has been created by someone who does not have permissions to automatically approve a group it will sit in this section. The group will not be live on your site until an admin has approved a pending group. To do this check the Approve box and the group will move into the 'Approved' section and appear in on the groups page of your site. <your site>/groups

Approved

Any groups that are approved on your site will appear below. You can filter this page or you can edit/manage a group by clicking the cog icon.

All groups that are in the section are live on your site. <your site>/groups

Blocked

Membership Approval

If you have configured your site so that the creation of a new membership type requires an administrators approval it will sit in the section. The membership will not go live on the front end of your site unless an admin approves. You can also reject membership types if you feel it is not suitable.

Group Management

When in the manage groups section, if you click the view icon next to a group this will take you into the groups setup pages.

Setup

Summary

This page gives you the overall aspects of the selected group. You can see the groups description along with which categories and sub-categories it is assigned to and the groups logo. You can also see what requirements were enabled/disabled in the setup of this groups. For example, if this group requires next of kin details to provided by anyone purchasing a membership to this group. At the bottom of the page you can also see any awards that the group has achieved, to learn more about setting up group awards click here.

Edit

Editing a group will take you back to the same page as when you created the group. Here you can amend any settings that need changing such as outgoing email, categories and sub categories and member settings.

Group Logo

Membership Types

Questions

Awards

Social Media

User Groups

List User Groups

Add User Group

Events

List Events

Add Event

Event Promotions

Content Management

Here you can setup a subsite for your group. If there is already a well built subsite on your site you can copy it and use it's structure rather than start from scratch. To do this, sign in as an admin and go to the ‘Content Management’ section of a group that currently does not have a subsite. Click the ‘Show [+]’ link next to ‘Copy Structure From Subsites’ heading. Using the dropdown menu, select the Subsite that you wish to copy and then click 'Copy CMS'. UnionCloud will then ask you to confirm you want to copy the selected Subsite. Once accepted UnionCloud will copy that subsite to the group’s page. Similarly to copying items in the Pages (Tree View) in the Developers Toolkit, UnionCloud will copy the subsite and past it in draft form.

The rest of this section works in the same way as the Developers Toolkit. For more information please visit those pages.

Membership Details

Members

Approval Pending

Blocked Members

Rejected Members

Communications

Group Pending Campaigns

Group Past Campaigns

New Campaign

Committee

Current Committee

Committee History

Manage Posts