Add Members to a Security Group

You can add members to groups from each contact's profile. User Groups can also be updated from Groups.

Warning: Administrators added to the API Administrators group will not be able to log in to Luminate Online. See KB 68207.

To add a member to a group from a Constituent Profile

  1. Click Constituent360 > Constituents.

  2. Enter the first few letters (at least 3 by default) of the Last Name or First Name and click Find.

  3. (Administrator Group only) To make the constituent an administrator so you can add him or her to an Administrator Group, click Add Administrator. Enter the Constituent's details and click Save. The Constituent's profile displays with a message that the Administrator is not yet a member of a group.

    Note: If you'll be adding to an Admin Security Group, you must select a contact who has the ADMIN Flag in the Admin column of the Constituent List.

  4. Click the Groups tab.

  5. In the Group Membership section, click the Edit Group Membership link.

  6. Select a group and click Save. The name of the group displays in the Group Membership list.

    Note: Administrators who want to log in as an end-user need to have a separate user name and password to access the site as an end-user. For example, create a user named "admin-test" and log in with those credentials to verify what a constituent would see.

Add a member to a User Group from Groups

  1. Click Constituent360 > Groups or Setup > Groups.

  2. Click the User Group List tabs.

    Tip: Administrators can only be added to Administrator Groups from an Administrator record, and not from Groups. See the above procedure.

  3. In the Actions column for the appropriate group, click View Members.

    Tip: If the group has no members, the View Members link will not display. In that case, click Edit, and then click the Members tab.

  4. Click Add Members.

  5. Enter the names and contact information of new members.

  1. Click Save when you are done adding members.