Group programs

Examples

Consider creating a group program for:

location-based groups,
groups based on common interests,
for employee resources,
for departments,
or for groups based on themed causes.

Security permission

To manage group programs, clients users need group program permissions enabled for their security role. To enable it:

Open the CSRconnect Admin portal. If you are currently in the community, select your user icon in the top right and then select CSRconnect Admin.
On the left side of the portal, expand the Users menu. Select Manage Roles.
Select the edit icon beside an existing role that should be able to manage group programs. (If the appropriate role does not exist, select +Create Role to create a new one.)
When you get to the Manage Role page, under All Permissions, expand the Group Settings menu.
Select Allow beside the settings you would like to enable for this role. You can choose Can Create Group Programs, Can Manage Group Programs, and/or All Group Settings Permissions.
Permissions save automatically as you save them. When you are finished, select Manage Roles from the left-side menu to return to the list of roles.
Find the role you just created or edited. Select the profile icon beside it to manage which users will have this role.

Use the Search Users bar to find users and select Add, or use Bulk Upload Users to add users in bulk via a spreadsheet template. Select Back to All Roles when you are finished.

To create groups within a specific program, edit the program and configure who has rights to Group Page Creation. This may be only super admins or any employee.

Enable or disable all groups and their programs

Open the CSRconnect Admin portal. If you are currently in the community, select your user icon in the top right and then select CSRconnect Admin.
Select Groups.
Select Programs.
At the top of the page, select whether to enable the Groups feature for your community.
After you enable Groups, you can create programs and enable users to create and join groups within those programs.

Create a group program

Open the CSRconnect Admin portal. If you are currently in the community, select your user icon in the top right and then select CSRconnect Admin.
Select Groups.
Select Programs.
The list of active programs appears. Select + New Program.
Under General Information, enter a descriptive Program Name, such as "Regional Groups." (35 characters or fewer)
Enter a motivational Call to Action. For example, if the program is location- based, "Find a group near you!" (60 characters or fewer)
Enter a descriptive Program Summary that explains the general purpose of groups in this program. (1,000 characters or fewer)
Upload an image to use as the Main Image at the top of the group program and on the home page. For best results, we recommend using an image of 1280 x 700 pixels.
Under Group Page Creation, determine who can create groups in this program.
- Super Admins (or super affiliate admins)
- Any Employee (including super admins)
To hide the program and its groups from the Explore Groups interface, and thus prevent users from discovering them via search, enable the option under Explore Groups.

Otherwise, all programs and groups are visible by default.
Under Membership Type, determine how employees can join a group in this program.
- Closed Group: All groups are private. Employees request to join. The group creator can approve the requests.
- Open Groups: All groups are public. Employees can join any group they have access to view.
- Group Creator Choice: Each group creator determines whether their group is closed (private) or open (public). If the group is closed, employees can request to join and the creator can approve the requests.
Under Group Member Privacy, determine whether the members of groups in this program are visible to other users.
- Private Members: Only the information for the group admin appears on the group page. All other group members are hidden and don't appear on the group page.
- Public Members: Group members are listed on the group page and visible to both group members and nonmembers. Each user in the group can opt out when they join the group, to hide their name from the list.
Under Admin Settings, determine what group admins in this program should be able to do by default.
- Edit Admin Permissions
- Add Remove Admins
- Edit Admin Titles
- Edit Admin Reporting Dates
- Add Remove Members
- Message Members
- Edit Group Details
- Move Group (to a different program)
- Delete Group
- Add and Remove Events
- Add and Remove Organizations
- Add and Remove Documents
- Add and Remove Projects
Determine whether group admins in this program
- can enter their own admin titles as Freeform Text, or
- can select a title from a menu of options you will predefine. For consistent admin titles throughout the program, select Custom Title Dropdown.
  - By default if you choose Custom Title Dropdown, all groups include the Admin title.
  - To create additional options, select + Add Title and then enter a custom title.
Under Group Disclaimer, you can enable an optional disclaimer message that appears to users whenever they join a group.

Select Enable Disclaimer. Then enter the message and format it to control how it appears. For example, include a link to your employee handbook or add a list of rules for participation. To preview how the disclaimer will appear to users, select the eye icon.
Under Add Member Options, determine how group admins send invitations to employees.
- By default, each group has a unique URL which group creators can share with others.
- To enable the group admin to search for individuals, enable Employee Search,
- To enable the creator to upload a list of employees, enable Bulk Import.
Under Group Page Tabs, determine which functions appear on group pages in this program.
- Message Posts: This section appears on all group pages. By default, all members can post messages, such as comments and information about events and charities.
- Only Group Admin can post: Prevents members of the group who aren't admins of the group from posting messages.
- Charities Tab: Shows a list of charities added by the group admin.
- Photos Tab: Shows photos uploaded by the group admin.
- Projects Tab: Shows projects added by the group admin.
- Events Tab: Shows events added by the group admin.
Under Tags and Filters, you can make it easier for employees to locate relevant groups via the Explore Groups search function.
- If you only use tags for reports, you can select to Disable tag filters in search.
- If you only use tags for reports, group creators should not be able to assign tags to their group, you can select to Disable ability to add tags to user created groups.
By default, group creators select tags/filters to assign to their groups. You create sets for them to choose from.

To create a set,
1. Enter a descriptive Name, such as "Location."
2. Enter multiple tags, separated by commas, such as "North, South, East, West, Central."
3. Select Add Filter Set.
You can create multiple sets, edit them, and remove them.
Under Explore Groups Featured Set, determine whether to show a selection of Featured Groups in the search results.

If you enable Featured Groups, you then enter the group IDs of up to 15 groups, separated by commas, in the order you want them to appear.
Select Save Changes.

Copy program URL to share

To copy the web address for a group program, first open the CSRconnect Admin portal. If you are currently in the community, select your user icon in the top right and then select CSRconnect Admin.
Select Groups.
Select Programs.
Locate the program in the list of Active Programs.
At the end of the row, select the "more" menu. Then choose Copy URL.
Select the entire URL (starting with HTTP). Then right-click and select Copy.
Select Close. Paste the URL somewhere you'll remember by right-clicking and selecting Paste.

Tip: On most devices with a keyboard, you can also copy and paste using Ctrl + C (or Cmd + C) and Ctrl + V (or Cmd + V)

Edit a program

Open the CSRconnect Admin portal. If you are currently in the community, select your user icon in the top right and then select CSRconnect Admin.
Select Groups.
Select Programs.
Locate the program in the list of Active Programs.
At the end of the row, select the "more" menu. Then choose Edit Program.
Edit the selections and content. Select Save Changes.

Archive a program

To mark all groups in a group program as inactive, archive the program. Users will be unable to create or join groups in the program. Members will not receive emails related to the groups. Nor will the groups appear in My groups.

Open the CSRconnect Admin portal. If you are currently in the community, select your user icon in the top right and then select CSRconnect Admin.
Select Groups.
Select Programs.
Locate the program in the list of Active Programs.
At the end of the row, select the "more" menu. Choose Archive Now.
A confirmation message appears. Select Yes.

Re-activate a previously archived program

To mark all groups in a group as active, restore the program. Users will be able to create or join groups in the program. Members will receive emails related to the group and the group will appear in My groups.

Open the CSRconnect Admin portal. If you are currently in the community, select your user icon in the top right and then select CSRconnect Admin.
Select Groups.
Select Programs.
Select Archived Programs and then locate the program in the list.
At the end of the row, select Restore Program.
A confirmation message appears. Select Yes.

Move an existing group to a different program

Consider moving a group when you want to retain the group members, details, events, and charities, but change the program without rebuilding the group.

Super Admins can move a closed (hidden or private) group to a public (visible or open) program, but they can’t move a closed (hidden or private) group to a public program.

As a group admin, select Groups from the top menu and then select My Groups.
Locate the group. At the end of the row, select the "more" menu and then chose Move Group.
Select a different group program.
Select Save and then Close.