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Tools to manage Groups as an organization admin
Tools to manage Groups as an organization admin

Learn more about helpful tools to manage your Groups!

Leah Pelkey avatar
Written by Leah Pelkey
Updated over a week ago

Here's some helpful tools for managing your Groups!

First thing to know is how to open the Groups page:

To get to the Groups page, you'll first navigate to one of the Members of the Group you're working on. Then you'll click on where it says 'Member of a Group' at the top of the Membership, or the 'Group info' button at the bottom of the membership (screenshots below)

Here's the two best ways to open your Groups tab:

Update group name

  • To update the Group name you'll first click go to the Groups page (directions above)

  • Then you'll click on the button that says 'Update Group Name'

The 'Update Group name' button:

Bulk updating statuses

  • To Bulk update the Groups Statuses you'll want to go to the Group page (Directions above)

  • Then you'll click 'Update Status of All Groups Members'

  • Then click on the Status you'd like the Members updated to and determine if you'd like the system to send out generated email to notify them of their change in status (when updating to the Expired or Cancelled status)

  • Then click 'Update status'

'Update Status of All Groups Members' button:

Bulk updating expiration dates

  • To Bulk update the Groups Expiration dates you'll want to go to the Group page (Directions above)

  • Then you'll click 'Update Status of All Groups Members'

  • Then click on 'Bulk Update Expiration Dates for Group'

  • You'll leave the status on the current status so it doesn't update that (unless you want it to be updated)

  • There you can add the date you want the members to be updated to then click 'Update status'.

'Bulk Update Expiration Dates for Group' button:

Bulk update Membership Type

  • To Bulk update the Groups Membership types you'll want to go to the Group page (Directions above)

  • You'll want to click on the 'Update Group Membership Type' button

  • Then select the Membership type you want to update the Group to

  • Then click 'Update Membership type'

'Update Group Membership Type' button:

Adding new Members to a group:

Here's a great article that will walk you through this.

Adding existing Members to a group:

Here's an article that walks through this step-by-step!

For general information on Group Membership types you can read this article here.

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