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Groups

Groups are a way to organize your members that don’t necessarily share a bargaining unit. Each group has its own directory, events, feed, and news stories that only group members see. You can also send push notifications to a group.

Groups can be union-wide or scoped to a specific bargaining unit. They can also be made public so members can join the groups they belong to on their own.

Creating a Group

  1. Login to the app manager.
  2. To create a group inside a specific bargaining unit, expand that bargaining unit in the sidebar and click Groups under it. To create a union-wide group, click Groups under Union-Wide Resources.
  3. Click the New Group in yoursectionname button at the top of the page.
Groups page listing union-wide groups with the New Group button at the top
  1. Fill out the New Group modal:
    • Name — the name of the group.
    • Description — a short description of what the group is for.
    • Private — checked by default. When checked, an admin must add members manually. Uncheck it to make the group public so members can join voluntarily from the app.
    • Enable Chat — turns on group chat so members can message each other inside the group.
  2. Click Create Group to save.
The New Group modal showing Name, Description, Private, and Enable Chat fields

Adding Members to a Group

There are two ways to add a member to a group. Use whichever fits the situation:

  • From the group — best when you’re adding or removing several members at once for one group.
  • From the member’s account — best when you’re setting up a single member’s group memberships across several groups at once.

From the Group’s Manage Members Page

  1. Find the group either under a bargaining unit or under Union-Wide Resources.
  2. Click the dropdown arrow next to Edit on the group’s row, then click Manage Members.
Group row with the Manage Members action highlighted in the dropdown menu
  1. The Manage Members page has two side-by-side panes:
    • Members (left) — the people currently in the group. Click × Remove next to anyone you want to take out.
    • Add Members (right) — everyone eligible to join. Click + Add next to anyone you want to put in the group.
  2. Use the search boxes at the top of each pane to filter by name or email when the list is long.
Manage Members page with Members pane on the left and Add Members pane on the right

Every add and remove saves instantly — there’s no Submit button. Click Back to group at the top right when you’re done.

From the Member’s User Account

  1. Go to Users and Devices in the sidebar.
  2. Find the member and click the green Edit button on their row.
  3. Scroll down to the Affiliation section and click the Groups field. The dropdown lists every group the member is eligible to join — union-wide groups at the top, followed by groups belonging to the member’s bargaining unit.
  4. Click a group to add the member to it. Selected groups appear as green chips inside the field. Click the × on a chip to remove a group.
The Groups picker on the user edit form with the dropdown open showing union-wide groups
  1. Click the green Finish button at the bottom of the form to save the member’s new group assignments.

You can also reach a per-user Manage Groups modal from the member’s row on the Users and Devices page — click the dropdown arrow next to Edit and choose Manage Groups. The modal lists every group available to the member, sectioned by scope (Union-wide, then by bargaining unit), with Select all and Clear shortcuts at the top.

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