How to manage Groups in REACH

ARTICLE: How to Manage Groups in Reach

Reach allows administrators to create different types of Groups for Students, Staff and General (can be used for Parents, Hosts and other contacts)

Groups can be used to simplify some tasks in Reach. They filter a population of users so that they can be easily identified for activities such as a notification or a rollcall. A group can be any collection of people with a common interest, classification or role in Reach.

Before someone can be assigned to a group, the group must first be created (System Configurations > Groups)



How to Add a New Group

1. Click on the Add Group option button in the Boarder Groups page in the System Configuration Menu.

2. Select the Type of Group that you want to create and Enter a Label for the Group Name.

3. Once a group is created you can add contacts to the group through the People Management > View Contacts or Reporting > Contact Bulk Data Management.  Adding a number of people at once to a group can be achieved by doing a bulk edit either in People Management or Contact Bulk Data Management.



Group labels cannot contain commas as this will cause the system to separate the group at the comma and create two separate groups if you are utilizing SIS group sync. 

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