Account Groups Overview

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Account Groups allow you to create groups, add members to them, and enable members to interact with each other, similar to a Facebook Group or Discord Server. You can create multiple types of groups and each type can have one or more member positions. Members are in positions for a fixed period of time. While the membership is current, the member can create and view posts and meetings, and they can upload and download files.
You can create an unlimited amount of Account Groups and edit, inactivate, and delete groups. You can also create and customize unique content for each group. 

Creating Your First Group

Login to your administrative console and navigate to Settings -> Management -> Account Groups. Select the New Group button.
Enter a title and choose the type. You can also enter a members limit, a parent group, a primary contact, a logo image, a short description, and a long description. Select the Save button to create the group.
Members Limit: The limit to the amount of members in the group. This value is not enforced.
Parent Group: A group that is considered to be the parent of this group. This is for reporting purposes.
Primary Contact: The Administrator that is considered to be the primary contact for the group. It can be displayed in the Group Details content block.
Logo Image: The group's logo image. It can be displayed in the Header Options content block.
Short Description: A short description of the group. It can be displayed in the Header Options content block.
Long Description:  A long description of the group. It can be displayed in the Group Details content block.


Editing a Group

After selecting the Save button, you will see the Edit Account Group screen.
When you first open the Edit Account Group page, you will be routed to the Details tab where you can manage the features of the group including the title, type, amount of members, parent group, primary contact, and image. 

Under the Members tab, you can manage enrolled group members.
Under the Feed tab, you can create and edit posts that will appear in the group.
The Files tab allows you to upload and edit files that will be available to group members.
The Calendar tab allows you to manage dates such as meet-ups for the Account Group.
You will also see tools to delete the group or inactivate the group on the Edit Account Group page. If a group is deleted or inactivated, members can no longer access it. Inactivated groups can be reactivated.
Deleted groups cannot be recovered.
At the bottom of the screen, you will also see a Content Builder button. You can use the Content Builder to customize the pages members will use to interact with the group.
After an account is added to a group, they can see the Account Groups page in their Shopping Cart. If they are a future or current member of the group, they will be able to view the group. When viewing the group, they are able to use tools to learn about the group.

Finding the Account Groups Page

The Account Groups Page can be found via a direct link from the Order Confirmation screen or in the Order Confirmation email message.
The page can also be found in the header of their Shopping Cart via the Account Groups button.

Viewing the Account Groups Page

The My Groups page lists each of the member's current and past groups. Here, they can view their Group status, Position, and start and end dates.

Viewing a Group

Selecting the Edit Icon on the group will return the Group Page. The page is composed of several content blocks, and each content block has options to show or hide various data fields and tools.
Note: Please see the Content Builder article to learn how to customize Group Pages.


The Account Group Header Content Block

The Account Group Header Content Block displays the group's Logo, Name, Member Count, Email Members Button, and Short Description.

The Account Group Header - The Email Group Members Button

Selecting the Email Group Members button returns a screen to send an email message to other group members. Current members will be automatically selected. You can add future members to the email message, but past or removed members cannot be added. 

The Group Details Content Block

This widget displays the group's Description, Primary Contact, and Creation Date.

The Members Content Block

This content block displays the members enrolled in the group.

The Members Content Block - The View All Page

Selecting the View All button on the Members Content blocks returns a page with more details including members' contact information such as their email addresses and phone numbers.

This knowledge article provides information on specific Configio features. To ensure continuity with documentation and product functionality, Configio reserves the right to amend or update this knowledge article as needed. For more information, reach out to Configio Support.

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