Members can join groups to attend group specific events, view documents, receive group specific emails and email fellow members.
Creating a Group
Click Groups or the People icon on the left menu.
Click the Create a Group button on the right.
Enter the details for the new group on the page:
Group Name - The name of the group.
Group Category - The group category this group falls under.
Short Description - A teaser or short description of the group.
Description - The full description of the group. This is displayed when a non-group member clicks the About Group button.
Group Membership Management - Determines how members are added to and maintained in the group.
Manual Membership - Members can join the group themselves or be added individually by a group administrator.
Automatic Membership -Members are automatically added and removed based on the criteria defined in a Smart List. Group membership is updated automatically as members meet or no longer meet the Smart List criteria.
Record Type Join Settings - Allows you to determine which record types are able to join the group.
Cover Image - The image when a non-group member clicks the About Group button.
Group Image - The image on the Group List page.
Click Save to create the group.