Group settings

Client Admin users should use the CSRconnect Admin portal to customize group settings. Remember that each group must belong to a group program, so group settings are managed according to their program.

Find Groups in the left navigation menu. Then the client admin can:

  • Enable groups for the community

  • Create a new program

  • Edit existing programs

  • Copy the URL to the program to share with others

  • Archive programs that are no longer used

  • Restore previously archived programs to use them again

  1. Enter a name or title.

  2. Enter a call to action.

  3. Enter a summary to describe the program.

  4. Upload a file for the main image.

  5. Determine who can create group pages within the program:

    • Super admins (previously legacy admins)

    • Any employee

  6. Determine whether the program and its groups should appear in Explore Groups.

Users need the Create a group program permission enabled for their security role. Grant this permission from the CSRconnect Admin portal by opening the Users menu and selecting Employee Search.

  • CSRconnect Admin Portal - enables admin to see groups settings, create, edit, and archive programs

  • Program level permissions – enables users to create a group within a specific program, maybe super admin or any employee