Create a New Group
Atlas group mapping allows you to map an Atlas affiliation code to a Personify Community group.
From the Member view of your Community, select Groups from the top navigation, then “+ Add Group” to add a Group to the Community.
Once the group has been created, group-specific settings can be configured by selecting the group from the Groups page, and then clicking on the "Group Admin" tab.
In Atlas, find the Affiliation Codes for the groups you want to map to Community. Navigate back to the Community Admin Panel by clicking on your username in Community, then "Admin Panel". From the Site Building Tools section of the Admin Panel, click Groups Manager, then click the Atlas Group Mapping tab.
Click "Create New Mapping" and enter the name of the Community Group you just created. Enter the Affiliation Code from Atlas in the "Atlas Group ID" field to map to the Community Group, and click Save.
After you save the mapping, anytime a member signs in that has the specified affiliation code in Atlas they will be automatically joined into the community group.
From the Site Building Tools section of the Admin Panel, click Groups Manager. The Groups Manager allows you to define group categories and who has permission to create groups in your community.
From the Group Settings section, determine who has permission to create groups and whether approval is required for a group to be created.
Admins can approve groups from the Manage Content section of the Admin Panel by clicking Groups Awaiting Approval.
From the Site Building Tools section of the Admin Panel, click Groups Manager. From the Categories section add a new category by clicking Create New Category.
Enter the category name and description.
Leave ‘Restrict Access by Member Segments’ set to No to allow everyone to see this file category.
Set ‘Restrict Access by Member Segments’ to Yes to limit who can view this file category. Select the member segment(s) you want to give access.
Determine the privacy setting of the group category with the Make Category Private checkbox.
Upload an image to represent the category. Upload a default banner image, this will display by default when viewing a specific group in this category.
The Group Admin tab on a Group’s page allows administrators and group admins to manage group information, permissions, settings, and more.
To view this tab, the user must either have an admin role that gives access or be assigned as a group admin. The user who creates the group with automatically be the Group Admin and Owner.
- Note: Group Admins will only see Details, Settings, Messaging, and Members. Group Owners and site-wide admins will see all the sections.
The Details section allows admins to update group information: name, description, group category, and location.
The Settings section allows admins to define what content areas appear for all members on this group. For example, if you do not want to allow group members to send messages to other group members, uncheck Message and click save.
The Message tab will no longer appear on the group.
The Permissions section allows admins to set privacy and assign Group Admins and the Group Owner.
- Public means no approval is required to join the group and the activities within the group will be shown on the newsfeed.
- Private means approval is required to join the group, only group members will see the activities within the group on their newsfeed, but the group still shows up when looking at lists of groups.
- Hidden means people must be invited to the group to join, only group members will see the activities within the group on their newsfeed, and the group will not show up when looking at lists of groups.
Add Group Administrators by clicking Add.
Search for the user, click the + button next to their name, and click Add.
- Note: There can be multiple Group Admins, but only one Group Owner.
The Notifications section allows admins to set what notifications members will receive when a specific activity occurs in the group.
The Messaging section allows admins to define the message users get when invited to the group, the welcome message for when they join the group, and group news.
Click on Invite Message tab and enter in your message.
Click on Welcome Message tab and enter in your message.
Click on the News tab. This should be used for group news and announcements.
Enter in the announcement or news and click save.
The group news will display on the Home tab of the group.
The Members section allows admins to manage group members and send group messages.
Click on Send Message to Group Members tab.
Click Select Recipients to choose which group members to message.
Enter the message and click Send.
Click on Current Members tab. This is where you can view current group members, remove them from the group or ban group members as needed.
Click on Members Awaiting Approval tab. This is where group admins approve or decline a user who wants to join the group.
- Note: This only displays if the group is set to Private.
Click on Banned Members tab. This is where you can view banned group members.
The Delete section is where admins can delete the group and all associated resources. Be cautious this cannot be undone.
Click Delete. Then click Ok when the confirmation message appears.