Groups

Groups control a member's permissions — their level of access to your website and database. Each new member type you create automatically creates a group of the same name and assigns members to it. Additional groups can be added at any time, and a member can belong to more than one group. Members can view their group memberships from within their profile.

Creating a new group

1. Go to Database > Groups.
2. Select ADD GROUP.
3. Enter a name for the group, then select SAVE.

Assigning members to a group from their profile or the profile list

From a member profile (individual)

1. Go to the member's profile using the Profile List or Search.
2. Select Edit next to the Groups field.
3. Select the groups to add the member to, then select Save.

From the profile list (bulk)

1. Go to the Profile List.
2. Select the profiles to add to the group.
3. Select the ACTIONS tab, then select Add to Groups.

See the profile list guide for help navigating the profile list. Members can also be added to groups using a profile import.

Assigning members to a group through a form

To assign members to a group based on a selection they make on a form, add a selection set to the form.

Prerequisites: Create the form before configuring group assignment.

1. In the form, select Add Form Elements > Presentation to add an event or general section.
2. Select Add Form Elements > Form Fields to add a Selection Set to the section.
3. Toggle on Enable selections to dictate a form taker's group. This must be enabled for members who choose the selection to be added to the group.
4. Select Add Selections, Option Limits, & Base Prices.
5. Name the selection, add pricing (if applicable), and select a group from the dropdown. When a member submits the form with this option selected, they are added to that group automatically.