Setting Up Group Categories

The group categories allow you to quickly categorize your groups and manage settings for the different categories. This allows you to manage how members or admins use certain types of groups based on the group category setting.  In this article, we will go over how to create and manage group categories. 

 

Creating A Group Category

  1. Log into Elvanto as an Admin. 
  2. Hover over Groups.
  3. Select Categories.
  4. Select Add Category.
  5. Enter a Name for your new group category.
  6. Select a category Color. (Optional)
  7. Enter a Description of this group category.
    Example: This group category is for all church-wide home groups.
  8. Check the box if groups in this category should Show groups in the Member Area.
    Note: If checked additional settings will appear for group notification settings.
    1. Select who can send messages to the groups in this category.
      • Only group leaders may post messages.
      • All group members may post messages.
    2. Select how you would like the group chat to display for groups in this category.
      • Display as message board style
      • Display as chat style
  9. Set up leader and admin notification settings.
    • Select settings for When a person is added to the group.
    • Select settings for When a group report is submitted.
       
  10. Select Save.

 

Editing A Group Category

  1. Log into Elvanto as an Admin. 
  2. Hover over Groups.
  3. Select Categories.
  4. Select the Group Category you would like to edit.
    Group_Catagory_Settings_Edit.png
  5. Hover over the three smiley faces.
  6. Select Edit.
  7. Upload an image for this group category.
    Note: This image will display in all groups in this category by default. An individual group can have its own image if uploaded directly into the individual group settings.
  8. Add an Admin by typing a person's name in the Add Admin field.
  9. Add Positions. (Optional)
    Note: Leader and Assistant Leader are default positions for all groups. You can assign additional positions such as hospitality or speaker. Positions are assigned at the individual group level.
  10. Check to Enable Reporting Reminders.
  11. Select how to deliver Reporting Reminders.
    • Send Email
    • Send SMS
    • Send Email & SMS
  12. Edit Reporting Template. (Optional)
    Note: Additional settings will appear if this option is checked.
    1. Set Reminder Hours.
      Note: This is how many hours after a group is finished a leader is reminded to submit a report. Max hours is 120 (Five days).
  13. Select Save.

 

Adding Groups To A Catagory Mass Manage

  1. Log into Elvanto as an Admin. 
  2. Select Groups.
  3. Select the check box next to the groups you would like to edit. 
  4. Select Mass Manage once all your groups are selected with a green check.
  5. Select the --Choose Action--  drop-down menu.
  6. Select Manage Categories.
  7. Select action:
    • Add
      Note: This will add a category to the group. A group can be a part of multiple categories at one time.
    • Remove 
    • Replace With
  8. Select the Category.
  9. Select Perform Mass Manage.

 

Adding Groups To A Category Individual

  1. Log into Elvanto as an Admin. 
  2. Select Groups.
  3. Select the group you would like to edit. 
  4. Select Edit.
  5. Scroll down to view the Category section.
  6. Check or uncheck the boxes next to the Categories you would like this group to be a part of or removed from.
  7. Select Save.