Creating a Member Group in Communitrak allows you to organize and manage community members efficiently. Follow these simple steps to create a new Member Group.
Step 1: Access Communitrak
To get started, navigate to Communitrak by visiting app.communitrak.com and log in.
Step 2: Navigate to Members & Groups
Once you’re logged in, click on the “Members & Groups” option in the main navigation menu. Then select “Member Groups.”
Step 3: New Group
You’ll now be on the Member Groups page. Look for the “New Group” button and click on it to initiate the creation process.
Step 4: Provide Group Information
Name: Give your Member Group a name that clearly represents its purpose or identity.
Description: Provide a brief, one sentence introduction or description of the group.
Details: Provide more in-depth information about the group, what the functions are, etc.
Type: Specify whether the group should be open or closed:
Open: Anyone can view and join the group without needing approval.
Closed: Only designated community leaders or group administrators can add members to the group, and group content is hidden from non-members.
Step 5: Create Group
After filling in the necessary information, click the “Create Group” button to create the new Member Group.
Step 6: Confirmation
Your new group will now be successfully created and will appear in the list of Member Groups. You can easily manage and customize this group according to your community’s needs.
