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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Add & Manage Public Groups

  • Updated:

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

 

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Add a Public Group

 

Instructions

  1. Sign in to the system if you have not already
  2. Under Resources, select Manage Directories and then Public Groups
    Public Groups in navigation.
  3. Click the Add Group button
    A white, rectangular Add Group button in the top-right corner of the Public Groups page.
  4. Fill in the group fields
    The Basic Information fields.
    • Select Parent Group: If applicable, choose a parent group this child group should be placed under
      Select Parent Group.
    • Classification: Ensure that 'Public' is selected for this field
    • Show on Public Signup: Toggle on to ensure that this group is visible for people to sign up for on the public sign-up page
    • Default Public Group: If you toggled on the Show on Public signup option, you can choose to have the group selected by default when public users create a profile
      Note: This should mainly be used for primary emergency alert groups.
    • Group Name: Enter the title of the group
    • Group Description: Add a short description for the group that will show on the public sign-up page
  5. Click the Save Changes button in the top right corner
    Save Changes button.
  6. The public group has been added to the system

 

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Edit a Public Group

 

  1. Sign in to the system if you have not already
  2. Under Resources, select Manage Directories and then Public Groups
    Public Groups in navigation.
  3. Locate and select the group you would like to edit
    The Public Groups list with an example group highlighted.
  4. Edit the desired group fields
    The Basic Information fields.
    • 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
    • Parent: Select the parent group the child group should be placed under
    • Classification: Ensure that 'Public' is selected for this field
    • Show on Public Signup: Toggle on to ensure that this group is visible for people to sign up for on the public sign-up page
    • Default Public Group: If you toggled on the Show on Public signup option, you can choose to have the group selected by default when public users create a profile
    • Group Name: Edit the title of the group, if desired
    • Group Description: Add a short description for the group that will show on the public sign-up page
    • Members: View members of this group and add new members, if needed
      • Name: Click a member's name to view their user profile
      • Email: View the member's email address
      • Remove: Click this option to remove the user from the public group
    • Child and Linked Groups: View a list of any current child or linked groups and add them, as needed
      Child and Linked Groups.
    • Keywords: View and change the assigned keywords for this group
      Public Group Keywords.
      • Available Keywords: Click the plus sign next to an available keyword to add it to the group
  5. Click the Save Changes button
    Save Changes button.

 

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