How to add members to new or existing groupings, and how to edit existing groupings within your organisation.

Add or edit groupings and committee member positions

How to add members to new or existing groupings, and how to edit existing groupings within your organisation.

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Edit groups

You can add and edit positions within your organisation on the groups screen, to get here go to your organisation admin tools > groups.

You will see a list of all your active and deleted groups and a section to create a new group.

Existing groups

Rename a group

To change the name of an existing grouping, on the groups screen click the 'Edit' icon next to the group you want to rename. Rename your grouping and click 'Update'. 

Assign a member to an existing group

To assign a person or persons to a grouping, click on the name of the grouping in the table for the grouping you want to fill (for example in the image below you would click on 'Treasurer'). Being able to do this relies on your committee role having the 'Edit members' permission, if you think you need this permission get in touch with your site administrator.

You will see a list of all potential members. Select the checkbox next to the person you want to assign to the position and click 'Add Members'.

Who are potential members?

These are members of your organisation who meet the requirements for that position. By default, when you create a position, the criterion will be membership of your organisation. If you want to assign more complex criteria to a position you have created, speak to your site administrator.  

Delete a group

To delete a grouping on the groups page click the 'delete' button alongside the grouping you would like to delete. As with most of the MSL System, you are able to restore the deleted grouping if you need to.

Restore a deleted group

To undelete a grouping on the groups page, scroll down to the 'Deleted groups' section and click 'Restore' alongside the grouping you would like to undelete.

Create a new group

You will see a list of all existing groupings within your organisation. To add a new grouping to this list, type in your new grouping's name, select the type and category of your new grouping and click 'Create'. You can then add members to this grouping following the instructions above.

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