Group programs

Admins create group programs to categorize related groups. Every group must belong to a group program. Programs can include multiple groups, but each group can only belong to a single program.

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.

To manage group programs, navigate to CSRconnect Admin Portal, Groups, Programs. You must have the Can Manage Group Programs permission. See Manage Roles.

Use the toggle to enable or turn off the Groups feature for your community.

Create a group program

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 prevent users from discovering them via search, enable the toggle 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 actions group admins in this program can do.
- Edit Admin Permissions
- Add/Remove Admins
- Edit Admin Titles
- Edit Admin Reporting Dates
- Add/Remove Members
- Message Members
- Edit Group Details
- Delete Group
- Add and Remove Events
- Add and Remove Organizations
- Add and Remove Documents
- Add and Remove Projects
- Add and Remove Photos
- Move Group (to a different program)
Under Admin Titles, 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.
  - 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 disclaimer text.
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 allow the group admin to search for individuals, enable Employee Search,
- To allow 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.