Guide to the Groups Tab
CustomerSuccess Team avatar
Written by CustomerSuccess Team
Updated over a week ago

👆What the video above to learn more about how you might benefit from using Groups to organize your volunteers.

The Groups feature allows Admins to create and maintain custom volunteer groups within the Civic Champs platform. The feature serves four main purposes:

  • Organize volunteers into groups that have different capabilities

  • Control visibility of an event or opportunity

  • Start onboarding new members into a group

  • Message group members from the interface

The Overview Sub-tab of the Groups tab allows Admins to create and manage custom volunteer groups within the Civic Champs platform. Its main page is a dashboard of all the groups that exist in the system. It displays the following information:

  • Name of the group

  • Approval type: Limited or open

  • Number of members approved

  • Number of pending members

  • Date created

  • Actions: Whether approvals are needed

Note: You will see some Group names have a black lock icon next to their name. This means that the group is required by the Civic Champs platform, and your editing abilities may be limited. These groups are Admins, Donors, Members, and Volunteers.

Clicking on the name of a group will take you to its specific group page. At the top will be the name of the group, with a toggle near it indicating its approval type (Limited or Open):

  • If a group is open, then full membership into a group required no approvals.

  • If a group is limited, in order to be a member of the group, the user must be approved by an admin.

Right below this will be the group's internal description, as well as an application link to the group that may be shared publicly.

The dashboard has three sub-tabs: Members, Onboarding, and Settings. A group's page will automatically be open to its Members sub-tab.

The Members sub-tab includes all group members and applicants. Its columns include:

  • First and last name

  • Email address (if applicable)

  • Mobile phone number (if applicable)

  • Home phone number (if applicable)

  • Date of joining/applying

  • Status of membership: Applicant or Member

  • Need for approval (if applicant) or a view button (if member) to review questionnaire responses and waiver statuses

On or from the Members sub-tab, an admin can do the following:

  • Add a member to the group

  • Remove a member from the group

  • Send messages to one or more group members

  • Approve or deny a user's membership into a group

  • Review a user's questionnaire responses and/or waiver statuses

  • Export group member information to a CSV file

Click the attached links to learn more about doing these functions.

The next sub-tab is Onboarding. On this sub-tab, you will be able to toggle on or off your application link, making it either able or unable to accept applications. You will also see underneath the requirements for your group's members, i.e., the questionnaires and waivers that incoming members or applicants are prompted to answer or required to sign.

On or from the Onboarding sub-tab, an admin can do the following:

  • Use Group Application Links

  • Add, edit, or remove requirements for incoming members or applicants

Click the attached links to learn more about doing these functions.

The final sub-tab is Settings. On the Settings sub-tab, you can see the name and description of the group.

On or from the Settings sub-tab, an admin can do the following:

  • Editing a Group's Name, Description, and Accessibility

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