Understanding Groups and Centers

When you create a new Center, Luminate Online automatically creates a Members Group and an Administrators Group for that Center. Users who interact with the Center will automatically become members of the Members Group. You can add those who will administer the Center to the Administrator’s Group. (You will also need to define the permissions of the Administrators group).

If you create additional groups from within the context of the center, either because you want to divide up the administrative duties or because you need additional user groups (such as a group for Board members), the groups you create will be associated only with that Center. They will not be visible when operating in the context of other centers.

Furthermore, if you add a constituent to any center-related group, that constituent will also be added to the Center member group when:

• Using the Group Assignment Import operation

• An administrator does a one-by-one update of Groups (in Constituent 360)

Note that, when adding a contact to a center-related group, the contact will not automatically be added to the Center member group when:

• Using the Query "Add to an existing group" feature (when the appropriate Query site option is enabled); note, however, that you can use Query results to specifically add to a Center's Member group in All Center's mode

• Using the Constituent Management API

• Using the Reporting "Add to Group" feature

Center administrators will normally see only center-related groups when using the product in center-mode. However, you can make site-wide groups available to center administrators under certain circumstances. See Sharing Groups across Centers for more information.