Module 16 - User Groups in AccuCampus
Module 16: User Groups in AccuCampus
Topic: User Groups
- User Groups
- Dynamic Groups
- Managing Membership
- Assigning and Un-assigning Tags
- Reports Available
User Groups
Within AccuCampus, you can use groups to follow a specific student population. The groups can be used to assign action items, assign tags, create attendance restrictions, send notifications, etc.
User Groups
User Groups are groups that are manually managed within AccuCampus.
From the Main Sidebar, hover over General.
Click Users.
Click User Groups.
Click Create New.
Add a Name for the group. We recommend making the name specific so that other users will understand what the group is.
Add a Description for the group. We recommend making the name and description specific so that other users will understand what the group is.
If desired, Share the group. The default is for the group to remain private and visible only to its creator. By sharing the group, you allow other users to view and/or edit the group and manage its members.
Select Roles with View Access: these are roles who will be able to see your group and its members. Make sure to include your own role.
Select Roles with Edit Access: these are roles who will be able to edit your group and its members. Make sure to include your own role.
Add a Scope: this ensures that only users with a specific scope will be able to see the group and its members, regardless of their role.
Click Save to add group members later. Click Save and Add Users to add group members now.
Dynamic Groups
This type of group is automatically updated and maintained by the system based on an identifying feature of its members. The identifying feature is typically a profile or demographic value that will be imported or maintained within AccuCampus. Examples could include: students on academic probation, first year students, Chemistry majors, etc.
From the Main Sidebar, hover over General.
Click Users.
Click User Groups.
Click New Dynamic Group.
Add a Name for the group. We recommend making the name specific so that other users will understand what the group is.
Add a Description for the group. We recommend making the description specific so that other users will understand what the group is.
If desired, Share the group. The default is for the group to remain private and visible only to its creator. By sharing the group, you allow other users to view and/or edit the group and manage its members.
Select Roles with View Access: these are roles who will be able to see your group and its members. Make sure to include your own role.
Select Roles with Edit Access: these are roles who will be able to edit your group and its members. Make sure to include your own role.
Add a Scope: this ensures that only users with a specific scope will be able to see the group and its members, regardless of their role.
Select how often the group will Refresh from the drop down menu.
Select the Condition(s) that will apply to the group. This is how the system will identify the users who should be added or removed from the group when the refresh runs.
Set the group to either Assign or Un-assign a tag to its members depending on the purpose of the group. These will update every time the group refreshes.
Click Save.
Managing Membership
Once you have created a user group (not dynamic) you will need to manage the membership of that group. (Note: it is possible to manually add members to a dynamic group as well; however, the group will automatically refresh on the schedule selected and that will overwrite any manual changes made to the group.)
From the Main Sidebar, hover over General.
Click Users.
Click User Groups.
The list of user groups that you have access to will populate.
Click Members next to the user group you want to manually update.
To add a member: search for the user and hit enter.
To remove a user: click the red circle next to the user you wish to remove.
Manually Assigning or Un-assigning Tags
Once you have created a user group (not dynamic) you may want to add or remove a tag to the members of that group. For more information about tags, see Module 15. (Note: it is possible to manually add or remove tags from the members to a dynamic group as well; however, the group will automatically refresh on the schedule selected and that will overwrite any manual changes made to the group.)
From the Main Sidebar, hover over General.
Click Users.
Click User Groups.
The list of user groups that you have access to will populate.
Click More Actions next to the group you wish to edit.
Click Assign Tags to Members or Unassign Tags from Members.
Search for the tag to add or remove and click Save.
Reports Available
To get to the reports related to user groups, from the Main Sidebar navigate to General > Reports.
Group Demographics
This report shows the demographics of a specific user group. It can only be filtered by user group.
Related Articles
Module 20 - Add or Remove Tags Rules in AccuCampus a
Module 20: Add or Remove Tags Rules Topic: Rules (Add or Remove Tags) Parts of Rules Creating New Rules Rules Within AccuCampus, you are able to create rules that tell the system to complete tasks automatically based on user actions within the ...How do I create a dynamic group from profile items in AccuCampus?
A dynamic group will automatically add or delete users according to the parameters of the group. A dynamic group made from a profile item will update automatically based on new profile information imported into the system. 1. Getting Started On ...How do I create a user tag in AccuCampus?
Within AccuCampus, you are able to assign tags to users. Tags can be used to apply attendance restrictions, assign action items and create user groups of specific student populations you want to follow. Before you can assign tags, you must first ...How do I create user groups for reporting in AccuCampus?
Hover over the General symbol, a side menu will appear, Click on Users Click User Groups. Creating a New User Group 1. Start by clicking the Create New button. 2. Add a descriptive Name and Description of the group. 3. Choose to Share the group or ...How do I set up automatic assignment of action items based on tags in AccuCampus?
This article will explain how to set up rules that will cause Action Items to automatically assign to users based on Tags. Action Items can be automatically assigned based on Tags or through a user's actions. Tags can be assigned manually or through ...