How do I create a new group?

Creating a new Group

Creating groups allows you to target communications.  A group that is already created for you is your unit or school.  The goal will be for you to create additional groups to track and directly communicate through the notice functionality in the system.  We all know that consistently targeted communications result in more of our emails opened and read.

There are some additional points to note when creating the groups.  Once the group is created you must link (or add) people to that group.  There is also a community roster printout that will help you track who you have added or linked to this group.

1. Log into your Administrative Dashboard

   If you cannot reach an administrative side click on the "Contact Us" button in the upper right side of the screen.

    

2. Under the box with the blue book icon click on "Create New Sub-Group or Committee"

    

3. Next you will see the information for the current group you are in. Click on the "New Group" button

    

4. Enter in or select the “Name”, “Description”, “Group Type” and “Parent Group” of your group in their respective fields

• Enter Name

  • Name Example: Volunteers or Grade

• Enter a description 

• Example:  Volunteers for my school or First Grade Level

• Enter a Group Type (select one below):

• Grade (School) If you are adding a grade you must use this as the group type

• Activity (Common)

• Board (Common)

• Committee (Common)

• Department (Common)

• Group (Common)

• Peer Group (Common)

• Staff (Common)

• Volunteer (Common)

• Next enter a Parent Group

  • For your grades the parent group will always be your unit name (the group with a number).  A Parent Group simply represents the hierarchical order of your groups.  For Volunteer groups you may elect to create a group called “Volunteer” with the parent group your school or unit and then the various volunteer activities under “Volunteer” (as the parent group).

   

5. IF, entering a grade you will see a tab for "Grade Information" appear. Click on this tab and select grade in the dropdown box.

    

6. When complete click on the "Save" button in the upper right of the box, repeat as needed

    

7. For groups other than grades and grades which you do not wish to add specific classrooms under, you are ready to modify your invitation code. If you wish to add classrooms, after you save, click the button "New Group". Note the parent group will say your grade.

    

8. Name the classroom under name field and description.

    

9. Select "Group Type" Class (School).

    

10. Click on the "Save" button.

     

11. A "Class Information" tab will appear. Click on this an fill in the info requested.

     

12. Click on the "Save" button.