- To create a new group
- To assign members to a group from their profile and the profile list
- To assign members to a group through a form
Groups dictate a member's permissions, or their level of access to your website and database. Each new member type you create automatically creates and assigns members to a group of the same name. Additional groups may be added at any time, and a member may belong to more than one group.
To create a new group
Navigate to Database > Groups.
To create a new group, click ADD GROUP.
Give the group a name, then click SAVE.
To assign members to a group from their profile and the profile list
To manually update a member's group from their profile, navigate to their profile using the Profile List or Search button in the top right of your admin dashboard.
In the member's profile, click Edit next to the Groups field.
On the following window, select which groups to add the member to, then click Save.
To add members to a group in bulk, navigate to your Profile List. Tag the profiles you want to move into the group, then click the ACTIONS tab in the bottom right corner of the page. Click Add to Groups.
If you're unfamiliar with the profile list, click here to read the profile list guide.
You can also add members to groups using a profile Import.
To assign members to a group through a form
If you would like your members to be assigned a group from a form they fill out, you can do so using a selection set on the form itself.
You can only assign groups from selection sets added through the Form Fields tab. This option is not available for custom attributes created as selections sets.
After creating the form, add a form section and selection set.
Click Add Form Elements > Presentation to add an event or general section to your form.
Then, click Add Form Elements > Form Fields to add a Selection Set to either your event or general section.
Toggle on Enable selections to dictate a form taker's group. This toggle must be turned on so that members who choose the form selection will be added to the group.
Then, click the Add Selections, Option Limits, & Base Prices button.
On the next screen, name the selection, add pricing (if applicable), and assign a group to the selection from the dropdown menu. When a member submits the form with the option selected, the form taker will be added to that group automatically.