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Add and Manage Public Groups

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Groups are used to organize members into their appropriate messaging groups. Administrators can create as many groups as needed. They can categorize groups based on any number of unique criteria. Public groups are available for public communication and allow users to manage their own group membership. This article will show you how to add a public group.

Important Notes

  • For customers with split directory permission: For administrators with the ability to manage contacts, the Public Groups menu item is restricted to administrators who are authorized to send alerts to public contacts.

  • Users should not be added to parent groups.

Add a Public Group

  1. Sign in to the system if you have not already

  2. Under Resources, select Manage Directories and then Public Groups:The Dashboard with the Manage Directories and Public Groups options highlighted.

  3. Click the Add Group button:The Public Groups screen witht he Add Group button highlighted.

  4. Fill in the group fields:The New Group screen with various fields and toggles displayed.

    • Select Parent Group: If applicable, choose the parent group this child group should be placed under:The Select Parent Group screen with radio button options highlighted.

    • Classification: Ensure that 'Public' is selected for this field

    • Show on Public Signup: Toggle on to ensure that this group is visible for people to sign up for on the public sign-up page

    • Default Public Group: If you toggled on the Show on Public signup option, you can choose to have the group selected by default when public users create a profile

      Note:

      This should mainly be used for primary emergency alert groups.

    • Group Name: Enter the title of the group

    • Group Description: Add a short description for the group that will show on the public sign-up page

  5. Click the Save Changes button:The Save Changes button on the New Group screen is highlighted.

  6. The public group has been added to the system

Edit a Public Group

  1. Sign in to the system if you have not already

  2. Under Resources, select Manage Directories and then Public Groups:The Dashboard with the Manage Directories and Public Groups options highlighted.

  3. Locate and select the group you would like to edit:The Public Groups screen with the Water Usage group highlighted.

  4. Edit the desired group fields:The Manage Group screen with various toggles, fields, and tabs displayed.

    • Export Group Contacts: Click to export a list of the contacts in the current group

    • Delete Group Contacts from System: Click to delete contacts of this group from the system

    • Parent Group: Select the parent group the child group should be placed under

    • Classification: Ensure that 'Public' is selected for this field

    • Show on Public Signup: Toggle on to ensure that this group is visible for people to sign up for on the public sign-up page

    • Default Public Group: If you toggled on the Show on Public signup option, you can choose to have the group selected by default when public users create a profile

    • Group Name: Edit the title of the group, if desired

    • Group Description: Add a short description for the group that will show on the public sign-up page

    • Contacts: View contacts of this group and add new users, if needed

      • Name: Click a user’s name to view their user profile

      • Email: View the user's email address

      • Remove: Click this option to remove the user from the public group

    • Child and Linked Groups: View a list of any current child or linked groups and add them, as needed:The Manage Group screen with the Child and Linked Groups tab displayed.

    • Keywords: View and change the assigned keywords for this group:The Manage Group screen with the Keywords tab displayed.

      • Available Keywords: Click the plus sign next to an available keyword to add it to the group

  5. Click the Save Changes button:The Manage Group screen with the Save Changes button highlighted.