This menu in the ‘Admin Panel’ can be used to create/manage groups and add roles and permissions.

This option can be used to create new groups or edit/delete existing groups.

The following image shows the Manage Group section in the Admin Panel:

To create a group, click on the blue ‘+’ near the Manage Groups heading. This will open the following form for group creation:

Once all the details have been entered for the group, click submit. This will create the group. The created group is currently not activated and will show in a yellow highlighted color as shown below:

To activate the group, click on the lock icon under the action column, as shown in the image above.

Once activated, the group will begin to show on the group home.

All the available options to manage the groups are shown in the image below:

To add a new chapter, click on the blue plus sign. This will open the Select Region window as shown below:

Select the region you want the chapter to be tied to and click submit. This will open the ‘Add Chapter’ window as shown below:

Enter the desired chapter name in the ‘Chapter Name’ field and click save to add the chapter. Once the chapter is added, it will appear with a yellow highlighted color, indicating that it is still not activated.

To activate the chapter, click on the lock icon under the action column against the inactive chapter. An existing chapter can be edited by clicking the notepad with a pen icon under the action column. To delete a chapter, first deactivate the chapter; this will enable the trash bin icon under the action column. Click the icon to delete the chapter. Please note that the phrase ‘permanently delete’ needs to be entered in the delete chapter window in order to delete the chapter.

Click on the Manage button under the Sub Group column to create, edit, or delete channels. Once clicked, it opens the following ‘Manage Sub Groups‘ screen:

Click on the plus sign; this will open the ‘Add Sub Group’ window. Enter the desired name of the Sub Group and click save.

This will add the new Sub Group, which will be in a deactivated state when created. It can be activated by clicking the lock icon under the action column. The process to edit or delete the Sub Group is exactly similar to the process of deleting the chapter as explained above.

The "Get Link" button under the ‘Direct Link’ column copies the direct link for the ERG to the clipboard. This link can be pasted into a browser to access the ERG home. This functionality is useful for platform admins who want to share the direct link of the ERGs with users.

As soon as the "Get Link" button is clicked, it will copy the link to the clipboard.

Clicking on the small gear icon under the action column opens the ‘ERG Settings’ window, as shown below:

Show Members on About Us Page - This drop-down has three options to control how group leads are displayed on the ‘About Us’ page, and they are self-explanatory:

Content Restrictions - This drop-down allows administrators to control who can view the content of groups.

Change Group Type - This drop-down provides options to control how members will be able to join a particular group. The options are:

Chapter Assignment - This feature allows the platform admins to control how the chapter assignment will be done for the group. There are four options provided in this drop-down:

To delete a group:

This option allows you to separate your groups into different categories based on location, group type, or any other category your organization would like to implement. When "Group Categories" is clicked on from the left pane, you will be presented with a screen showing your current group categories, if any:

To add a new category, click the blue plus button next to "Manage Group Categories." Here you can enter the category name and, if desired, provide a category label and description:

This option can be used to create, edit, and delete roles, as well as manage permissions for various roles. When "Roles and Permissions" is clicked in the left pane, it opens the following screen:

Leads can have any nomenclature when a role is created; however, they must be tagged to one of the following system lead types:

To add a new role, click the plus sign in "Manage Roles and Permissions." This will open the following ‘New Leader Type’ window:

To edit an existing role, click on the notepad icon with a pen under the action column against the role that needs to be edited. This will open the "Update Leader Type" window as shown below:

This screen is similar to the "New Leader Type" screen; however, the only difference is that the System Lead Type cannot be changed. The Leader Type can be changed, permissions can be edited, the welcome email can be added or edited, and the "Show on About Us" page option can be checked or unchecked.

To delete an existing role, click on the bin icon under the action column against the role that needs to be deleted.

The following matrix shows which permissions are enabled for various permission types within the platform modules.