View Groups

In Constituent360 > Groups, see your User groups, and in a separate tab, your Administrator groups. You'll see built-in groups (such as Site Admins or Any Registered User), groups created by the system (such as survey groups), and groups created by administrators (such as donors, or Interest opt-ins or opt-outs).

By default, groups display in alphabetical order. Use the tree control at the left of each list to filter your groups by Group Type, such as TeamRaiser or Donation groups.

Tip: Many Group Types are built-in, but you can create additional Group Types to help you organize your groups. Create a Group Type when you create the first group, then the type becomes available in the Group Types list when you create additional groups.

To access the Administrative Group List page:

  1. Select Constituent360 > Groups.

  2. Select the Administrator Group List tab to display your Luminate Online administrator groups.

    Note: All navigation and actions associated with user groups also apply to administrative groups. See below.

Access the User Group List page:

  1. Select Constituent360 > Groups to view an alphabetical listing of your user groups up to a maximum of 500.

    Note: If you use Advocacy, the Congressional District groups and the State Resident groups do not appear in the default view. Use the Group Types tree control at the left of the list to view your Groups by Type, such as for Advocacy.

  2. For each group listed, observe the:

    • Available Actions:

      • Edit - The Edit action opens the Group Information page and provides access to the Members tab; and, if this is a security group, to the Permissions tab. See the later sections of this document for more information.

      • View Members - The View Members action opens the Member List page for a group where you can add or remove members.

      • Edit Permissions - For security groups only, this action opens the Group Permissions page where you can view or change the permissions for the group.

    • Group Type - Using the folder tree at the left of the page, you can restrict your view to only Groups of a single type, such as Donation Groups.

    • Security Mode - Security modes include:

      • Admin Security Group - A group designed to control access to your administrative pages.

      • User Security Group - A group designed to control access to user pages.

      • Query Generated Group - A group generated by a query.

      • Periodic Query Generated Group - A group generated by a query that is scheduled to be rerun on a periodic basis (for example, weekly or monthly); task generated groups may also have this designation as they are generated by internal query; note that the membership of these groups may change each time the query or task is rerun.

    • Last Modified - The date the Group was last modified.