Creating a Group
- Select the Groups tab
- Click the green Create Group button
- Choose a Group Name and click Next
The only required information for creating a group is Group Name.
There is also the ability to prevent a group from being edited by future API syncs or spreadsheet uploads simply by checking the checkbox beside "Locked (Allow only manual changes)". Please see How do I lock a custom group from being edited? for more detail on why you might wish to use this manual sub-group creation functionality.
Adding members to a group
To add members to a group, either manually select members or use the Advanced Search and Filter tool. Please see What parameters can I use to search/filter members of my organization? for details on utilizing the Advanced Search and Filter tool.
- Check off the members to be added to the group, then click the More Actions button
- Choose Add to Group
- Either search for your group name or use the drop-down list to select the group
- Click Submit
Removing group(s) from the ePACT dashboard
Organizational Administrators are able to remove one or more groups from their dashbaords at any time. To do so, please see below:
- From the Groups tab on the ePACT dashboard, checkmark the group(s) wishing to be removed
- From the More Actions button, select Remove Groups and then confirm this action is desired to be completed on the pop-up that will appear. The groups will then be removed.
Note that this is a permanent action and cannot be undone. If a group is accidentally removed and your organization is using an ePACT registration system sync mechanism, the next sync will re-populate the group. Group admins will need to be re-assigned to any newly-created groups.
