Managing member groups

This article provides information on how to manage member groups

Quick links:

Overview

Groups can be created by admins of the team to help manage member cohorts (e.g. team committee members).

Custom groups can also have some admin permissions such as Event Manager, Member Manager, and Groups Manager.

Create a new group

New groups can only be created in a web browser. This feature is not available while using the Teamer mobile app.

Using a web browser

Step-by-step guide:

  • Go to your team page 
  • Click 'Groups'
  • Click the '+' icon next to team groups
  • Select if you wish to use the permissions of an existing group
  • Enter the group name
  • Click 'Create

Add a member to a group

Using the mobile app

This is the same action as updating a member's roles within the app

Step-by-step guide:

  • Load the mobile app on your phone
  • Tap the team (if your account is associated with multiple teams)
  • Tap 'Members' at the bottom of the screen
  • Tap the member's name
  • Tap the options icon in the top right corner of the screen (3 vertical dots)
  • Tap 'Edit' in the dropdown
  • Tap the dropdown option within Groups
    Group 1 (9)-2
  • Select or deselect the roles you want the member to have
  • Tap 'Update member' at the bottom of the screen

Using a web browser

Step-by-step guide:

  • Go to your team page 
  • Click 'Groups'
  • Click the group you wish to add members to 
  • Click 'Members
  • Click 'Add member
  • Search for the member 
  • Click the tick-box next to the member's name
  • Click 'Add'

Troubleshooting

This section covers common troubleshooting queries:

  • Unable to add/edit a group
    • Only team admins and members with the group manager permission can add/edit groups using a web browser.
    • This feature is not currently available while using the Teamer app, but admins can add/remove members to/from a group.

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