Group Manager Actions

IMPORTANT NOTE

Group Portals will be available soon! In the meantime, you’re welcome to explore the documentation to get familiar with this feature.

CADMIUM RECOMMENDS

This article is intended for Group Managers. For more information on Group Portal roles, please review this article.

Group Managers have special permissions that allow them to manage their group(s) and take key actions on behalf of group members.

Accessing Group Management 

Group Managers can access their assigned groups through any of the following paths: 

  • From their profile page, via the Groups tab 
  • Through the Administer menu under their name 
  • By navigating directly to: /admin/settings/groups 

Here, they will see a list of all groups they manage, along with key information, including: 

  • Group Name 
  • Group Manager(s) 
  • Applied Theme 
  • Group URL 
  • Member Count (number of users in the group) 
  • Product Count (number of products associated with the group) 

Available Actions 

Within the Actions column for each group, managers can: 

  • View Basic Group Info 
    • Review general information about the group. 
  • Manage Group Users 
    • View current group members 
    • Add new users (search and assign existing users) 
    • Remove users from the group
  • Manage Group Products 
    • View all products assigned to the group 
    • Register or remove group members from products individually 
  • Email Group Members 
    • Compose and send email messages to users in the group 
    • Use filters (if configured) to target specific subsets, such as those who have or have not completed a product 
Accessing Group Management

Fig. 1 - Accessing Group Management


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