Enhancements for Groups functionality
In our 2.36 update we have released Groups functionality - ability to organize members into groups - such as 'Board of Directors', 'Volunteer Committee', etc. These groups are independent of membership levels - one group can include members from different levels. These groups can be used to keep track of member participation in committees, restrict access to website pages to a particular group, or for advanced searches and emails. Seehttps://help.wildapricot.com/display/DOC/Member+groups
We are contemplating a number of possible further enhancements to this and would love to get your feedback.
Here are our initial ideas:
1) Group moderators. Group moderator is a member of group who does not not have any WA administration functionality but can add/remove members to group.
Note: To do this it will be necessary to let group moderator access the full list of members and member details.
- Should moderator be able to send mass emails to group members?
2) Administrator role with web editor access limited to particular group pages.
Current functionality allows you to setup account-wide web editors and group-specific read access to web pages. This enhancement would allow you to assign a web editor in a particular group - who would only be able to edit/create pages in that group.
- Is this the same person as group moderator in 1)?
- Should this person be able to add any functional - or only content pages?
3) Group-limited events. (And probably an admin role to add/edit group-specific events)
4) Administrator role with member record edit rights for a particular group. This can come handy if you are using groups for chapters.
5) Ability for people to apply to groups during the membership application process - with workflow to review and confirm their participation in a group.
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Mike commented
I am agreeing with others. The ability to create a closed group, for example Board of Directors, where you may have confidential information not to be shared with other members. This type of group would be managed by the admin so the general membership could not simply just sign up.
Alternatively, you could create a new category in page restrictions in addition to levels and groups, and have "custom field". I have a custom read only, multiple choice, membership field called 'my positions' where I assign positions to select members (like President, VP etc). It shows up in their profile, but can only be assigned by admin. I could have "Board of Directors' as one of those choices, then if you had the ability to restrict page access, I could assign anyone with that 'Board of Directors' choice to that page.
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Roger Brooks commented
Great ideas, but one important feature is missing from the list: groups for contacts. For example, we have an address list for the officers of a related club, which we would like to have in a group. This has been requested in another wishlist topic, "Allow adding non-member contacts to Groups", as well as by other comments on this topic.
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Roger Brooks commented
Our prior web platform, groupspaces, supports rules for automatically adding members to groups. For example, we have non-paying honorary members, who are also considered "active", in addition to our paying active members. To simplify addressing and display of the entire membership directory, all of these members are assigned to an "active" group. However, new members must be added manually. Rule-based group assignments could automate this.
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Debra Blanchard commented
Please allow nonmembers to be added to groups.
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GB commented
Can we have roles for each committe/group? For example, we work with more than 20 committees and create a different field role it would be difficult to manage.
For example, for each committee we need the role (chair, vice-chair, treasure, etc), date election and date re-election.
Please, this would be so helpful because now we have to manage it outside Wild Apricot.
Regards
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Bill commented
As I seen in other comments, we would like to have something like a "moderator" of a group to manage who is in the group and manage specific email permissions (that is the group member could only receive emails or is able to send emails to other members of the group). These should be independent of the administrative roles - with the group moderator and group members not having to have admin permissions. I see it as very similar to the features of Google Groups - which we now use - with all members of the group being able to exchange emails with the other members of the group. The ability to do that is important to us as we're spread out over hundreds of miles.
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Anonymous commented
I agree with some of these comments. For my org it would be great if the committee chairs could have admin access to only the group participation section. This group is equivalent to a committee. The only access I would like them to have is to be able to email committee members within their respective groups and their committee site pages to post agendas/minutes etc.
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Anonymous commented
To echo what many other people have said: Having two types of groups.
1. Groups where members can opt in and control their membership
2. Groups where an admin has to add you. -
metalartgate commented
Having the ability for a member to sign up for a subset of the groups we use is necessary. For instance, a member should not be able to sign up for the Board Members group yet should be able to select the other member groups.
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Anonymous commented
We are using groups for playgroup formation (we're a moms group). The playgroups communication is largely handled off-line and in separate facebook groups. What we DO need are:
(1) a group lead that is sent an email notification whenever a member is added or removed from the group; this is so they could add the person to their email thread or facebook group. and remove them! so we're not giving away membership.
(2) ability to close a group. we have groups that don't want to accept more members but we still want to track who is in it. we're having to do crazy naming and hope that no one checks the box. would like to "close" a group and have it hidden from the list shown to members.
(3) would like the group lead to also be able to get an email list export of their group without having to give (and train) them admin rights. so somewhere in the website. perhaps this could be done on the member directory gadget? group leads have an export option on that gadget? or a separate groups gadget that could be configured.
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Jon Reneberg commented
Our club would like some groups to be open to all members to join or un-join in their initial form, or from their profile, such as "flat water", "whitewater", etc. We'd also like to be able to create groups that are not open to all, such as "Board Member." This could be as simple as a checkbox in the Groups admin page when adding or modifying a group to allow members to modify or not.
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Good comments Katheryn, thank you. We're not working on this now, but we will take this into consideration in future.
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Katheryn commented
I currently have 58 special interest groups in WA I have created save searches for each these groups so that email blasts can be run. My Members, under update profile, select participation in any and all interest groups. All this is great. Here are the issues that I have to workaround:
1. IGLeaders should not need to be an admin to send emails to their groups. If there was a way to leverage the link you present in the directory that shows all of the members in the group in such a way that group leader clicks on the link and the email list populates their exchange mail or you provide them capabilities to email would be great. If members in the group could also email the list of participants, that would be greater.2. When the member self-enrolls into the group, it would be nice to display the group description so that they fully understand what they are signing up for. I put in detailed descriptions but there is no way to display this information on the screen. I have to print the listing to a pdf and link it to the website. Report has too much info, just need group name & description. Would be nice if i could at least save as excel, cut and paste information into a webpage.
3. A real nice to have: ability to limit the number of members that can sign up for a particular group. Essentially be able to close the group when a certain number of members sign up.
4. Another nice to have would be to have a graphic be associated with each interest group. Graphic would essentially brand the group -
Tim Cummings commented
The Position of Group Moderator should be "selectively" able to do anything to manage the group, group emails, and group web pages. By selectively, an Administrator can grant or limit these abilities ... So an administer could/could not add and delete members based on authority granted for that group.
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Karen Binkowski commented
The logical process for forming a message is to begin with the email tool. There are also cases where I might want to message two groups. It would be great if I could select a member group from the email to selection box within the email portion of the site rather than having to start with the group search in member or contact areas to start an email.
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[Deleted User] commented
If you use a group member as the eligibility to signup or view an event. Can you make it be required that they belong to both groups to see or is it always either group. Or better yet, not a member of a group. Could be used to control members on probation but not suspended.
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thecapepeter commented
It is my understanding that only administrators have the ability to send group/mass emails. Our group leaders(groups as defined by WA) are not administrators (we have over 110 different groups). We have created advanced searches for each group so the members of the group show up and the groups webpage, but we had to use a list server to allow the group leader to send an email to their group. It would be very beneficial for the leader to be able to send the group emails from WA
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John Schroeder commented
Perhaps it is my lack of familiarity with WA. Is there a way a member, any member, can log in and 'opt-in' to a Special Interest Group?
Then, is there a way that an email can be directed to just this SIG, without having to create and manually update the Mailing List Groups?
I will scan your links for hints.
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Jack Morash commented
Would like an EMail Group. This group would have access to the Mass email and Advanced Search and Saved Searches.
Not be part of the maximum administrators count.
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