Manage groups

Users with the Manage District Settings or Group Classification Manager user permissions can manage all groups within the system.
You can add, edit, inactivate/reactivate, block/unblock, merge, and delete groups. Also, approve a group, add additional group managers, and update a group's email address.

To add a new group:

1. Select Users > Manage Groups. The Manage Groups page appears.

   

2. Select Actions > Add Group. The Manage Group page appears.

   

3. On the General tab, do any of the following:

   Field	Description
   Group Manager E-mail Address Group Manager First Name Group Manager Last Name Group Name Group Phone Number Group Mailing Street Address City State Zip Customer Id	Enter the group's demographic information.
   Show Event Details	To set visibility on the calendar, select one of the following. Yes: Shows event details on the public calendar. No: Never displays event details on the public calendar. Defer: Defers to the next item listed on the visibility ranking to show or hide event details.
   Reason for Application	Enter a reason for the application.
   Do not have invoices automatically sent for this Group	To always send manual invoices, select the checkbox. Note: This overrides any setting at the site or classification level.
   Notes	Add any desired notes.
   Insurance Information	a. Upload the insurance file. b. Enter the Insurance Expiration Date. Notes:  To see existing insurance info, click View Current File. To see past insurance info, click View Old Files.
   Additional Group Field	Upload any additional required files.
   Classification Information	Select the classification you want.
   Note for Group Manager (District Admin only)	Add any desired notes to be sent to the group manager via email.

4. Click Save.

To manage an existing group:

1. Select Users > Manage Groups. The Manage Groups page appears.

2. Next to the group you want, do any of the following:

   To...	Then...
   Edit a group	a. Click . b. Make the desired changes. c. Click Save.
   Inactivate/Activate a group	a. Click . b. Select Actions > Inactivate or Activate.
   Delete a group Note: You can only delete a group if it has no past or future events. Otherwise, you can inactivate the group.	a. Click . A confirmation appears. b. Click OK.
   Merge a group	a. Click . b. Select the group you want to merge with. c. If you want to Notify Managers of New Group of the merge, select the checkbox. d. If you want to Notify Managers of Old Group of the merge, select the checkbox. e. Click Save.
   Block/Unblock a group	a. Do one of the following:      • To change the status of a group from active to blocked, click .      • To reactivate a blocked group, click . b. On the confirmation pop-up, click OK. Note: To add a note why the group is being blocked or unblocked, click , and type in the District Notes field.
   Send an email to a group manager	a. Click . A pop-up appears. b. Enter any Optional Notes. c. Click Send E-mail.