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Groups

Concepts

Groups indicate a person’s affiliations, such as a local team, employer, church/civic organization or geographic region. Groups can also be used to differentiate among volunteers in different areas of a larger organization, e.g. hospitals within a single system.

Assigning a person to one or more groups lets you filter people for lookup, reports, mailing lists, etc. Open the Groups Manager by clicking on the Groups link on the Setup panel from the main VSys One screen.

Linked Graphic

The group “General” is always automatically created and cannot be deleted, though it can be renamed.

Tools

Add new

Asks you for a group type, then creates a new group of that type.

Filter types

Asks you for a group type to display, then only shows groups of that type. Select (all) there to see groups of all types.

Setup group types

Opens up the group types editor. Use this to define the types of groups applicable to your organization.

Show non-VSys One groups

If a group is defined as GMS-only, it normally will not show on this list. Check this box to show GMS-only groups.

On the right-click menu

Right-click on a group in this list to edit its properties and for other tools relevant to specific groups.

Add

Asks you for a group type, then creates a new group of that type.

View

Opens the group properties screen in read-only mode.

Edit

Edits the properties of this group.

See people

Shows all people affiliated with this group and allows you to edit them.

Change type

Prompts you to change the group's type. This does not affect the people within the group.

Delete

Deletes this group, without deleting the people within that group.

Just delete it

If a person’s primary group is deleted, he will no longer be searchable by group, but will continue to exist.

Move its people...

Changes all references in people to this group as a primary or additional group to the new group you select, and copies this group's addresses and other properties to that group.

 

Groups in VSys One are the same as Permanent Delegations in GMS. GMS 5 and earlier cannot see or look up people based on the Additional Groups field, and only recognizes the person’s primary group.

In This Section

Group Properties

See Also

Setup

System Preferences

Accounts

Archived Reasons

Awards Types

Banned Reasons

Bonus Hours

Certification/Background Check Hints

Certifications

Comment Types

Contact Flags

Custom Fields

Custom Sports

Group Types

Holidays

Inactive Reasons

Interview Types

Job Associations

Job Preferences

Jobs and Job Groups

Locations

Mandate Types

Membership Types

Name Prefixes

Name Setup Options

Object Renaming

People Types

Placeholder People

Project Groups

Special Requests/Needs

Supervisors Setup

Training

Skills

Volunteer Sources

Volunteer Types

Walkup Checkin Jobs