This article will show you how to use access groups across the site.


How to use Access Groups for Email


Required access:

You will need the Member Administrator access level.


How to get there:

  • Go to Admin Member Management
  • Select Access Group Manager
  • In the Actions column for each group, click Email to email the group


How to use Access Groups for Pulling a Report of the Group


Required access:

You will need the Member Administrator access level.


How to get there:

  • Go to Admin Member Management
  • Select Access Group Manager
  • Click View in the Actions column next to the group name
  • Scroll to the bottom of the page and click View in Query Tool


How to use Access Groups for Creating a Groupshare and Creating a Mailchimp Segment


Required access:

You will need the Member Administrator access level.


How to get there:

  • Go to Admin Member Management
  • Select Access Group Manager
  • Click Configure in the Actions column next to the group name
  • To create a MailChimp segment set Sync With MailChimp to Yes
  • Click Next
  • Click Done


How to use Access Groups for Restricting Who Can Manage and Sign up For A Registration Calendar


Required access:

You will need the Registration Administrator access level.


How to get there:

  • Go to Admin Member Management
  • Select Registration Tool Manager
  • Choose the Registration Calendar you are updating > click Setup
  • Scroll to the section called Access > click the dropdown arrow
  • Here you can use access groups for 3 different settings:
    • Administrator Edit Access: This gives an access group of your choosing the ability to edit the events in this tool
    • Administrator View Access: This gives an access group of your choosing the ability to view who registered for the events
    • Registration Access: This will restrict the access to the events in this tool to a specific group. Defaults to all members.
  • Save

 Note: You can also override the restriction of who can register for an event/shift on the individual event/shift level



How to use Access Groups for Restricting Who Can Manage and and View Form Submissions


Required access:

You will need the Form Administrator access level.


How to get there:

  • Admin > Member Management
  • Form Builder 2.0
  • Choose the form you are updating > click Edit
  • Click the Setup tab at the top
  • Scroll to the Group Access section
  • Here you can use access groups for 2 different settings
  • Which Access Group Can View This Form: This dropdown gives a certain Access Group the ability to view all of that form's submissions. 

  • Which Access Group Can Manage This Form: This dropdown gives a certain Access Group the ability to manage/edit this form's submissions
  • Save

Note: The only way to limit who can access/fill out a form is by limiting who has the link. You could only email the link to particular members or add a link to the form in Member Content and restrict that page to particular people.


How to use Access Groups for Restricting Who Can Manage and and View Form Submissions

Required access:

You will need the Administrator access level.

How to get there:

  • Go to Admin > Member Management
  • Select Member Content
  • Click Edit next to the page you'd like to add a restriction to
  • Using the Allow Access To dropdown, choose an access group to restrict access to the content page

accessgroup19.png


accessgroup20.png

 

To watch the video tutorial: Video - Access Group Manager