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Create & Manage Groups

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Organization Owners can create Groups, which allows you to assign permissions to a group of users who will need the same access to features in Integration Hub, CivicPlus Notifications, CivicPlus Portal, HCMS, or Web Evolve.

 

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Create a Group

Who can use this feature?

Organization Owners

 

 

  1. Log in to CivicPlus Organizations
  2. Navigate to Groups
    Groups option in left sidebar.
  3. Click + Add Group
    Add group button.
  4. Add a Name and Description for the group
    Group name and description.
  5. Select Create
    Create button.
  6. You can now add Group Members and Group Owners

 

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Add Group Members

Who can use this feature?

Organization Owners | Group Owners

 

Instructions

  1. Log in to CivicPlus Organizations
  2. Navigate to Groups and select the group you wish to add members to
    Select Group.
  3. Search for and select a user in the Add Group Member box
    Add Group Member search bar.
  4. The user will automatically be added to the group
    View user in list.
  5. Assign group owners as needed

 

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Set Group Owners

Group Owners can add members to their group and set other users as Group Owners, however, they cannot change their own permissions.

 

Who can use this feature?

Organization Owners | Group Owners

 

Instructions

  1. Log in to CivicPlus Organizations
  2. Navigate to Groups and select the group
    Select Group.
  3. If needed, add a group member
  4. Toggle on Group Owner next to the user
    Group Owner toggled on.

 

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Remove Users from a Group

When you remove a user, you do not remove them from the Organization. Instead, you are just removing their membership and access to a single Group. Learn how to Remove a User from an Organization.

 

Instructions

  1. Log in to CivicPlus Organizations
  2. Navigate to Groups and select the applicable group
    Select Group.
  3. Click Actions and then Remove next to the user you wish to remove from the group
    Remove option under Actions drop-down.
  4. Click Ok on the pop-up that says Are you sure you want to remove this user from this group?
    Remove User Warning pop-up.

 

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Delete a Group

Who can use this feature?

Organization Owners | Group Owners

 

Instructions

  1. Log in to CivicPlus Organizations
  2. Navigate to Groups
    Groups option in left sidebar.
  3. Select Actions and then Delete next to the group you wish to remove
    Delete option under Actions drop-down.
  4. Click Ok on the pop-up that says Are you sure you want to delete the group?
    Delete Group Warning.

 

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