Manage Groups (Group Viewer)

The Group Viewer page can be accessed by navigating to People > Group Viewer. This is the primary page for viewing and editing groups. Below, we will discuss each section of the group viewer in detail.

  1. Group Tree - This control allows you to drill down through your group hierarchies. You’ll want to plan your hierarchies to achieve a good balanced approach. Too deep of a hierarchy will lead to too many clicks to drill down. However, if your hierarchy is too broad, then you will have to scan through long lists of groups to find the one you want.
  2. Group Details - Displays information about the group including adding tags.
  3. Group Labels & Following - Clicking the 
  4. Action Bar - There are options to edit, archive or delete a group. Whether you see 
  5. Group Maps - The viewer will display maps for each group location that is able to be mapped. You can click on the map to see a larger interactive map. You can also click on the map marker button directly below the map to see the interactive map.
  6. Actions - Below the maps you'll find buttons for a few key actions.
    1. ti ti-user-check Takes you to the group Group RSVP).
    2. ti ti-history Takes you to the Group History).
    3. ti ti-checkbox Allows you to manually enter attendance for the group.
    4. ti ti-map-pin Takes to you an interactive map where you can view all the people who are members of the group.
    5. ti ti-copy If enabled in the block's settings, this will create a copy of the group. The list of what gets copied is displayed before proceeding.
    6. ti ti-lock Using the security button, you can control who has access to view and edit this specific group. See the Securing Groups section below for more information on how you can secure your groups.
  7. Group Members - List of members inside the group. See the Group Members chapter for more information.

The group view has a couple of other interesting features you should be aware of. Notice the icons at the top of the "Groups" (Group Tree) block in the figure above. You can click the ti ti-plus icon to add a new group, or the ti ti-search icon to search for a group. Clicking the ti ti-dots-vertical icon will show you several advanced features in the tree view. Let's open it up and see what's inside:

You'll notice:

  • Show: This determines if inactive groups should be shown.
  • Public: This determines if only groups marked 'Is Public' should be shown.
  • Show Count For: The tree can also display counts of the number of members in the group, or the number of child groups a group has.
  • Filter by Campus: This lets you narrow down the groups according to a campus you select.
  • Include Groups With No Campus: If this is set to No then only groups with a campus will be shown.

Note

Archived Groups
You can Archive a group instead of deleting it. Archiving removes the group from the Group Viewer and other places where groups can be seen but allows you to restore it later. When a group has been marked as Archived and you want to bring it back go to Admin Tools > Settings > General > Archived Groups and click on the ti ti-arrow-back-up icon to unarchive the group.  
Note: If a group type has 'Enable Group History' checked, once the 'Process Group History' job runs the 'Archive' button will be enabled on a group.