Edit a Public Group

Groups are used to organize members into their appropriate messaging groups. Administrators can create as many groups as needed and can categorize groups based on any number of unique criteria. Public groups are available for public communication and allow users to manage their group membership. This article will show you how to edit a public group.

Important Notes

• For customers with split directory permission: For administrators with the ability to manage contacts, the Public Groups menu item is restricted to administrators who are authorized to send alerts to public contacts.
• Users should not be added to parent groups.

Instructions

1. Sign in to the system if you have not already
2. Navigate to Resources, then select the Manage Directories option
   
3. Click the Public Groups option
   
4. Locate and select the group you would like to edit
   
5. Edit the desired Basic Information fields
   
   
   • View Groups: Click to exit the Basic Information screen and return to the Public Groups list
   • View Ungrouped Members: Click to exit the Basic Information screen and view a list of all system members that have not yet been added to a group
   • Classification: Ensure that 'Public' is selected for this field
   • Visible Public User Form?: Check this checkbox to ensure that this group is visible for people to sign up for on the public sign-up page
   • Default Public Group: Check this checkbox to automatically add all new users to this group when they create a profile.
     
     Note: This checkbox only appears if the "Visible Public User Form?" checkbox is checked
   • Parent: Select the parent group the child group should be placed under
   • Group Name: Edit the title of the group, if desired
   • Full Path: This field auto-fills with the fully qualified name of the group, a unique name that indicates the group's nesting structure
   • Added On: This field auto-populates with the date the group was created; some records also display the username of the person who created the group
   • Notes: Add or edit a short, descriptive phrase for the group
   • Add New Child Group: Click to add a child group that will be nested under this group
   • Print Group Members: Click to print a list of the members in the current group
   • Export Group Members: Click to export a list of the members in the current group
   • Delete Group Members from System: Click to delete members of this group from the system
   • Assign Group Keyword(s): View and change the assigned keywords for this group in this section of the form
   • Available Keywords: View and select keywords that can be assigned to this group
   • Assigned Keywords: View keywords that have been assigned to this group
   • Group Internal Members: View internal members of this group in this section of the form
     • Name: Click an internal member's name to view their user profile
     • Email: View the internal member's email address
     • Remove From Group: Click this option to remove the internal user from the public group
   • Add Members: Click to select and add members to the group
   • Child Groups: View child groups of this group in this section of the form
   • Add Existing Group as a Linked Child: Click to add an existing group as a linked child for this group
6. Click the Submit button
   
7. The public group has been edited

Resources

• Add a Public Group
• Delete a Group