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Group Types and Tags

Use group types and category tags to organize and filter groups across the platform

There are three ways to categorize groups:


These can all be used in filtering lists Tags, as well as reporting Tags and sending emails Tags.


Group Types 

Group Types are set up by admins in Custom Values. (This is also where you can designate a Group Type as a department Custom Values.) 


The person who creates the group, whether an admin or group officer, must assign one Group Type. Each type appears on the Groups list All Groups List: Managing Groups.


A group’s Group Type is listed on the Basics tab of the Group Settings.

 

 

Group Category Tags and Group Admin Tags

Both of these types of tags are set up by admins in Admin Tags. Multiple tags can be assigned to a group.

  • Group Category Tags can be used to assign more detailed group descriptions than the single Group Type. These tags can be assigned by the admin or group officer who creates or manages the group. (If a tag is admin-only, group officers will not see it.)
  • Admin Group Tags enable tagging on the administrative side, such as “On Probation,” “Approved for Travel,” etc. These tags can only be assigned by an admin.

 

A group’s Group Category tags are listed on the Basics tab of the Group Settings Tags.


Group Category Tags appear on the Groups list Tags, and Group Admin Tags can be assigned here as well.