Group Management

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17 comments

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    Janee Connor

    Is there a limited number of groups we can set up, according to the parameters of either the system or our contract?

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    Kinsey Mahan

    Janee - There is no limit to the number of groups you can set up, however, we do advise against setting up too many. Because all permissions within MemberClicks are group based, you'll regularly set permissions on articles, menu items, etc. and having too many groups can complicate things there (although it is functionally possible). If you have specific questions related to creating several new groups, please feel free to submit a ticket to our Help Team (help@memberclicks.com).

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    Shirley Struchen

    Can a user belong to more than one group?

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    Kinsey Mahan

    Hi Shirley - In the current system, users can belong to one group only. To avoid confusion, users should also only have one profile in the database. That said, I recommend differentiating members using a selection set type attribute called member type. This way, someone might be in a group called "Regular Member" but could choose between "Board Member, Student, Retired, etc." as their Member Type.

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    Shirley Struchen

    Hi Kinsey -- Thanks for your response. The issue we're trying to resolve is that some users in the "Members" group need additional administrative access and thus need to be in a different group to receive those permissions. Unfortunately, this takes them out of the "Members" group. Thanks for your suggestion, though; that may be a useful structure in the future!

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    Janee Connor

    Shirley,

     

    We solved that problem by setting up a "Board" or "Admin" group. Members are given a new profile under the new group with the permissions they need, and use that profile on the admin pages of the site. The Admin group profiles are all hidden, so that the actual member profile is what comes up in searches. Our members in these admin or board groups are elected officers, so their extra profiles are deleted at the end of their term.

    Hope this helps -

     

    Janee

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    Amy Serles

    I cannot see the ADD, EDIT, DELETE buttons.  Is there a reason why?

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    Amy Serles

    I meant I cannot see the Add, COPY, Delete buttons.

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    Kinsey Mahan

    Amy - I'm only seeing the ability to copy the Level 3 or 4 groups in your database. The other two groups appear to be system groups (meaning that every MemberClicks client has them, and they can't be copied). If you're still having trouble seeing the buttons, feel free to email or call our Help Team so that they can assist!

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    Amy Serles

    Great!  Thanks so much for your response.

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    Brenda Adams-Weyant

    What is the difference between Ghost Member, Hide Entire Profile (on member profile edit), and Attribute Security (hiding certain groups from other to view).  I am not sure when to use one or the other so it would help to know what each one does and how they function.

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    Brenda Adams-Weyant

    There's another element to my question.  I have a member group whose function is to renew their child members.  They are an active member, but not a true member that should show up in the membership directory that members can access on the member-only side of the website. What is the best way - Ghost Member, Hide Entire Profile and Attribute Security  - to hide them from members, but still show up when an ASA searches the database?

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    Chris Byess

    Hi Brenda!

    Rather than provide you with just a quick overview regarding your questions, I will go ahead and open a ticket with you, at which point I can explain system elements such as ghost members and attribute security in a bit more depth. That ticket will be incoming shortly!

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    Marilyn Davis

    Can you update/change a user's group from based on form submission responses?

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    Chris Byess

    Hi Marilyn,

    An excellent question! Currently, there isn't a way for the form to change a user's group based upon the selections that they choose. However, you could run an advanced search on a particular selection, which should yield a list of all the members that chose it, at which point you could change their group all at once. Though this will require a few more clicks than what you suggested above and is not automatic, it is the most efficient way possible at present to change the group of a certain set of members based upon their form selections.

    If you would like details on how to complete the above process, our Help Team would be more than happy to assist you!

     

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    Gloria Davis

    Is there currently a way to change the order the groups show up in?  In particular within the attribute security section.  I've tried going in to group management and I am able to drag and drop the groups to change the order that way, but it doesn't seem to be saving it.  Or at least not to where I need it.

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    Chris Byess

    Hi Gloria,

    I'm glad that we were able to discuss this issue while on the phone. If you have any further questions, feel free to let us know! 

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