Creating A User Attribute Group
To create a user attribute group, follow the outlined steps below, beginning from the Member Management > Group Management tab.
- Select the "Create Group" button from within Member Management > Group Mapping
- Upon selection, a pop-up will appear. Enter the desired name of your Group.
- From the dropdown list of group types > select User Attribute.
- You will then be prompted to select the type of User Attributes you wish to base the group off of. These User Attributes are connected to attributes or fields on the User/Member profile.
- Select the field type from the User Attribute options and then add the attribute input. (Example: User Attribute Field = Location, Connected Field = Chicago)
- You may choose to have your User Attribute Group based off of one or multiple user attributes. Any users that match the outlined fields will populate this group.
- Once you have created your new User Attribute Group, it will appear below in the list of available Groups to Edit. You may also search for the User Attribute Group using the "Filter Groups/Search Bar" located above the "Create Group" button.
Managing A User Attribute Group
Once your User Attribute Group is created, you are able to manage the settings of that User Attribute Group from within the same Member Management > Group Management tab. To begin, locate your User Attribute Group by scrolling through the list of available groups or by searching for it in the "Filter Groups/Search bar" tool. After locating your User Attribute, select the dropdown arrow to expand the list of management options.
User Attribute Group management options are as follows:
Update group details
Select "Update group details" to edit the name of the group as well as the attributes associated with the group. Selecting this option will pop-up the editing tool. You may add additional attributes, remove attributes, or edit the existing ones. Make sure to save changes made for the attribute groups 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
For groups that are syncing in from an external system, the list of users cannot be edited within the Konverse application. This must be done via the external system and group. Once the change is made there and the sync between the systems runs, that update will be reflected within the Konverse app.
You can however, continue to "view" the list of members that are associated with a group. Simply click into the "view/update members" tab to see a list of the users associated with 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 User Attribute 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