Creating A Local Group

To create a local group, follow the outlined steps below, beginning from the Member Management > Group Management tab.

  1. Select the "Create Group" button from within Member Management > Group Mapping
  2. Upon selection, a pop-up will appear. Enter the desired name of your Group. By default, the group-type will be set to Local. Leave this as is and select "Save."
  3. Once you have created your new Local Group, it will appear below in the list of available Groups to Edit. You may also search for the Local Group using the "Filter Groups/Search Bar" located above the "Create Group" button.



Managing A Local Group

Once your Local Group is created, you are able to manage the settings of that Local Group from within the same Member Management > Group Management tab. To begin, locate your Local Group by scrolling through the list of available groups or by searching for it in the "Filter Groups/Search bar" tool. After locating your Local Group, select the dropdown arrow to expand the list of management options.



Local Group management options are as follows:

Update group details

Select "Update group details" to edit the name of the group. Selecting this option will pop-up the editing tool. Save changes here for the name of the group to update.


View/Update rooms

Select "View/Update rooms" to see what rooms are assigned to this group as well as add additional rooms to the assignee list.


View/Update room

  • Clicking on the "View/Update rooms" button opens a pop-up that displays the existing list of rooms assigned to the group.
  • You may scroll through the list of rooms or search for a specific room by using the  "Filter/Search bar" tool.
  • Each room tile listed displays what type of Group to Room relationship is present as well as the option to remove the Room from the Group.
    • "Group to Room Relationship" - This indicated what type of role the members of the group have in relation to the room. Options reviewed in the "Update rooms" section of the article.
    • "Remove Room from Group" - Removing the room from the group will remove all users associated with the group from the room selected.

Add room

  • To add a new room to the group > select the "Add room" button from within the pop-up.
  • First determine the room membership type:
    • Member - Selecting this option sets all members of this group as regular members of the room you are adding them to.
    • Owner - Selecting this option sets all members of this group as room owners of the room you are adding them to. Doing so, gives them room owner/admin rights of the room they have been added to.
  • From the "Search Tool/Dropdown" list, select the room that you would like to add this group to. Select the "Link room to group" button for the addition to save.
  • The newly added room will now appear on the list of rooms assigned to this group.


View/Update members

Select "View/Update members" to see which users are assigned to this group, add new users to the group, or remove users from the group.


View/Update members

  • Clicking on the "View/Update members" button opens a pop-up that displays the existing list of members assigned to the group.
  • You may scroll through the list of members or search for a specific member by using the "Filter/Search bar" tool.
  • From this view, you have the option to delete members from the group by selecting the "trash can" icon. This not only removed the member from the group but also from all rooms assigned to the group.
  • Upon selecting the "trash can" icon, a pop-up confirmation will appear. Select "confirm" to continue or "cancel" to go back.

Add members

  • To add new members to the group > select the "Add member" button from within the pop-up.
  • From the "Search Tool/Dropdown" list, select the member that you would like to add this group. Select the "Add member to group" button for the addition to save.
  • The newly added member will now appear on the list of users assigned to the group.


View Plugins

Any plugins or plugin links associated with this particular can be viewed by clicking on the "view plugins" button. To make edits to which plugins are associated with this group, please navigate to the Plugins Tool.


Delete group

Should you want to remove a group, simply click on the delete button. If you accidently click on the delete button, there is a safety pop-up that will confirm if you want to move forward with deleting the group. Should you want to move forward, click the confirmation prompt on the pop-up.


Rules of a Local Group


Once a user is added to a group, regardless of how they were initially added to the room(s): 

  • User will be removed from mapped room(s), if the user is removed from the group(s)
  • User will be removed from mapped room(s), if the users group is removed from the room(s)
  • User will be added to mapped room(s), if the user is added to a group
  • User will be added to mapped room(s) if the users group is added to the room(s)


Room Ownership 

  • Room ownership will remain if user is later mapped to a room via a member group
  • If a user is added to a room via a member group, they can be promoted to owner and demoted to member directly at the room level
  • If a user is mapped to a room via an owner group and member group, the user is demoted to a member if the owner group is removed
  • If a user is part of an owner group, their ownership cannot be remove unless they are removed from the owner group and added to a member group