User Groups

An user group is a group of participants. Depending in the installation and the context of the organization it could be disabled. This is enabled or disabled in the administration dashboard, in Settings → Configuration → Edit organization → Enable groups.

Creation

This action is done by a participant. She needs to go to their profile and in the sidebar there’s a button that says "Create group":

User sidebar

When clicked it’ll open the "New group form":

New user group form

Table 1. New group form
Field Type Description

Name

Required

Name of your organization, association, collective, group, etc.

Nickname

Required

Nickname of your organization, association, collective, group, etc. Do not use spaces nor accents. 20 characters maximum.

Email

Required

Email of your organization, association, collective, group, etc.

Avatar

Optional

Guidance for image: Preferably a landscape image that does not have any text. The service crops the image. Maximum file size: 5MB. Allowed file extensions: jpg jpeg gif png bmp ico

About

Optional

Description of what’s this group.

Document number

Optional

Used for verifications. Do not use dashes nor spaces.

Phone

Optional

Used for verifications. Do not use dashes nor spaces.

Membership

After a group has been created, it’s possible to invite participants to become members of the group. After a participant has accepted to be part of this group then she can become an admin.

The actions that can be done by a participant in the user group are:

  • Edit group profile

  • Manage members

  • Manage admins

  • Invite participant

  • Leave group

User groups: invite a participant

Group verifications

Admin panel: user group verifications

This action is done by an administrator. A group can be: * Pending * Verified * Rejected

This can be done with the buttons at the sidebar:

Admin panel: user group verifications actions

When a user group is pending it can be verified or rejected. Once is verified it can be rejected and once is rejected it can be verified.

If you want to verify multiple user groups at the same time you can do so with the option "Verify via CSV":

Admin panel: user group verifications CSV

Upload your CSV file. It must have the official emails of the groups in your organization in the first column of the file, without headers. Only groups that have confirmed their email and that have an email appearing in the CSV file will be validated.

After a group is verified this is publicly visible in their nickname in the platform and there’s a message in its profile: "This group is publicly verified, its name has been verified to correspond with its real name".

User group: verified icon

Actions

As a verified user group, there’s some options that your participant account can do in behalf of the group, such as:

Create a Debate, Proposal or Meeting

There’s a dropdown in the form during the creation process:

User group: create a debate

Make a comment

There’s a dropdown in the form when making a comment:

User group: make a comment

Endorse

When making an Endorse there’s a modal window asking who do you want to make the endorse with:

User group: endorse

Conversations

You can also have Conversations as a group. This is in the group profile page:

User group: conversations