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Add & Manage Internal 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. Internal groups are only available for communication within CivicReady (now our Mass Notification system). Users are assigned to them by an administrator. This article will show you how to add an internal group.

 

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Add an Internal Group

 

  1. Sign in to the system if you have not already
  2. Navigate to Resources and then select Manage Directories
    Left menu, resources option, manage directories option.
  3. Click Internal Groups
    Left menu, internal groups.
  4. Click Add Group
    Add group button.
  5. Fill in the New Group fields
    New group fields.
    • Select Parent Group: If applicable, choose a parent group this child group should be placed under
      Select Parent Group.
    • Classification: Ensure that 'Internal' is selected for this field; internal groups are only available for communication within the system and users are assigned to them by an administrator
    • Group Name: Enter the title of the group
    • Group Description: Add a short, descriptive phrase for the group
  6. Click Save Changes in the top right corner of the page
    Save Changes button.
  7. The internal group has been added to the system. You can now add internal users to the group.

 

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Edit an Internal Group

Important Note

  • Users should not be added to parent groups.

 

 

  1. Sign in to the system if you have not already
  2. Navigate to Resources and select Manage Directories
    Manage Directories.
  3. Click Internal Groups
    Internal Groups menu.
  4. Locate and select the group you would like to edit
    Internal groups list with example group highlighted.
  5. Edit any necessary group fields
    Group 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 'Internal' is selected for this field; internal groups are only available for communication within the system and users are assigned to them by an administrator
    • Group Name: Edit the title of the group, if desired
    • Group Description: Add a short description of the group
    • Members: View internal members of this group and add members, as 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 or Linked Groups.
  6. Click Save Changes
    Save Changes.

 

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