Groups & Teams: Getting Started

With the Groups & Teams tool, you can create and manage groups of people within Aplos. The groups can be committees in your organization, your board of directors, a group of volunteers, and anything else you will need. Not only can you keep track of group members and communicate with them, you can also set tasks, plan events, share documents, and much more.

Below are steps to create a group and add members.

Creating a Group

You can create a group by going to the Groups & Teams tab. From there, click the green plus icon to create a new group.

The Create Group window will pop up.

Give your group a name. Then select the power settings that the admins of your group will have. Members of your group don’t have to be users in your account. Giving someone the admin role in a group will not give them access to your Aplos account.

Once you hit save, the group will appear on the page. Click the dots on the far right.

You can manage members, change the group settings, or make the group inactive. For now, let’s look at managing members.

Adding Members

When you first create the group, you won’t have any members. You can add members by clicking the green plus icon. Doing that will bring up the Add Members window.

Add members by typing their name into the Select Contact bar. If they are an existing contact in your account, the system will fill in their information automatically. If you are adding a member who is not a contact in your account, you’ll have to enter their email. It will also save this new person as a contact in your Aplos account.

Roles

Once you’ve entered your members, you can give them their role in the group. Click the icon under the Roles column to bring up the Roles window.

Each of the roles have different permissions. Below is an explanation of each role:

Standard Member: See all group members and their contact information including phone, email, address, and birthday. Also has the ability to email members of the group, upload files, and view existing meetings and events.

Group Administrator: Access to all group settings and functions (including assigning member admin roles)

Group Member Administrator: Ability to manage members within the group including adding members, editing member details, and deleting members

Documents Administrator: Ability to manage documents for group including adding, editing, and deleting documents

Email Administrator: Ability to manage email/distribution lists for the group including adding, editing, and deleting lists

Meetings and Events Administrator: Access to add, edit, and delete any meetings and their details

Inviting Members

Once you’ve given members their appropriate roles, you will need to invite them to the group. This will send them an email with a link they can click to access the group. You can invite them one by one by clicking on the actions button next to their name, or you can click Invite All on the top right.

It will also prompt people to create an Aplos account if they do not already have one. If they have a donor account already, this is the same one. They will be able to access their group and their donations from the same login. If they are an Aplos user on your account or on another, they can toggle between their account and their groups.

Learn more about what to do once people are in a group.

Also, feel free to view this recorded overview:

 

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