Assign Users to a Group

This topic covers adding users to a group as either group heads or group members. Group heads have more rights than group members and can view the portal pages of group members.

Add Group Heads to a Group

  1. On the navigation bar, click Setup > Groups.
  2. Next to the group you want to add users to, click View Icon.
  3. On the Group Heads tab, click Add.
  4. In the Select Group Head dialog box, click which type of user (Admin, Student, Staff, or Parent) you want to assign as a group head.
  5. Select the users you want to make group heads, and then click OK.

    At the bottom of the dialog box, click the numbers to view another page of users. Or, in the Users per page drop-down list, click to view 10, 20, 50, or 100 users at a time.

    You can assign multiple types of users as group heads for a group. After clicking OK, repeat steps 3-5, clicking a different type of user this time. You must click OK before switching between types of users to save your selections.

  6. To set permissions for users, see step 3 of Set Group Permissions. Otherwise, at the bottom of the Edit Group page, click Save Group to save your group and return to the Create and Manage Groups page.

Add Student Group Members to a Group

  1. On the navigation bar, click Setup > Groups.
  2. Next to the group you want to add users to, click View Icon.
  3. Click the Group Members tab, or click Next: Add Group Members.
  4. To add student group members, do any of the following tasks.

    Add Student Group Members

      Task Action
    A Add all students in your school.

    Under Students, click All Students.

    B Add all students from a specific grade level.
    1. Under Students, click Students matching the below criteria.
    2. Select the grade levels of the students you want to add.
    C Add students from a database search.
    1. Under Students, click Students matching the below criteria.
    2. Under Students matching DB criteria, click the desired search criteria in the drop-down lists and type the keyword you're searching for.

    Your search results are automatically added to your group. To see the results of your search, click View Students in Group Eye Icon.

    D Add individual students.
    1. Under Students, click Students matching the below criteria.
    2. Next to Individual Students, click Add.
    3. Under Students from which grades, select the grade levels of the students you want to add.
    4. Under Which Students, select the students you want to add, and then click OK.

    At the bottom of the dialog box, click the numbers to view another page of users. Or, in the Users per page drop-down list, click to view 10, 20, 50, or 100 users at a time.

    At the top of the Group Members tab, you can click View Students in Group Eye Icon to view the students you have added to your group. In the PlusPortals dialog box, click Yes to save the group details and view the group members.

  1. To set permissions for users, see step 3 of Set Group Permissions Otherwise, at the bottom of the Edit Group page, click Save Group to save your group and return to the Create and Manage Groups page.
  2. Add Staff Group Members to a Group

    1. On the navigation bar, click Setup > Groups.
    2. Next to the group you want to add users to, click View Icon.
    3. Click the Group Members tab, or click Next: Add Group Members.
    4. To add staff group members, do any of the tasks described in the table below.

    Add Staff as Group Members

      Task Action
    A Add all staff members in your school.

    Under Staff, click All Staff.

    B Add staff from a database search.
    1. Under Staff, click Staff matching the below criteria.
    2. Under Staff matching DB criteria, click the desired search criteria in the drop-down lists and type the keyword you're searching for.

    Your search results are automatically added to your group. To see the results of your search, click View Staff in Group Eye Icon.

    C Add individual staff.
    1. Under Staff, click Staff matching the below criteria.
    2. Next to Individual Staff, click Add.
    3. Select the check boxes for the staff members you want to add, and then click OK.

    At the bottom of the dialog box, click the numbers to view another page of users. Or, in the Users per page drop-down list, click to view 10, 20, 50, or 100 users at a time.

    At the top of the Group Members tab, you can click View Staff in Group Eye Icon to view the staff you have added to your group. In the PlusPortals dialog box, click Yes to save the group details and view the group members.

  3. To set permissions for users, see step 3 of Set Group Permissions. Otherwise, at the bottom of the Edit Group page, click Save Group to save your group and return to the Create and Manage Groups page.

This topic was last updated on February 15, 2019.


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