User groups
A new feature currently in beta allows you to grant viewing or volunteer access to organisations using the share modal. This is currently available to clients on beta release on calling campaigns. If you are planning a calling campaign with lots of users or volunteers taking part, contact us at support@movement.industries to enable this feature.
Find out more about how the new share feature works here.
User groups allow you to control which users can take part in your calling, SMS and WhatsApp peer to peer conversation campaigns. This can be used instead of or addition to using the new share feature.
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How user groups work
The default setting for calling, SMS and WhatsApp campaigns is for all users in the same organisation as the campaign to be able to take part. This means if a national admin or coordinator set up the campaign in the national organisation, national users will be able to take part but users assigned to regions or branches won't be able to take part. If the campaign was set up by a regional or branch coordinator or admin, users assigned to the same region or branch will be able to take part.
You can use user groups to restrict which users within the organisation can take part in the campaign or to allow users to participate from other organisations below the campaign organisation in the organisational structure. For current users, inviting them to a group adds them to that group but doesn't change existing roles or organisations.
It's important to remember that users in the group will still need to be assigned to an organisation at or below the organisation the campaign is set up in. So if you want users in regional or branch organisation to take part in a national campaign, you can assign these users to a user group and assign this user group to the campaign. All these users are in organisations below the national organisation and so will be given access to take part.
However, if you are managing a campaign set up in a specific region or lower organisation, users in any group assigned to the campaign will still need to be in the region or organisation to take part. So if you are going to be inviting users from sister organisations at the same level (from another branch or another region) you want to set up the campaign at a level that will include all of these users (regional or national) as well as setting up the user group.
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Managing your user groups
How you organise your user groups is up to you. It's super flexible. You can group your users into staff and volunteers, by region, group together everyone participating in a certain effort - anything that will work for you.
Users can be in more than one group and more than one user group can be assigned to take part in the campaign.
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Creating a user group
Step 1: Navigate to User tab > groups page and select on the top right button create a group
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Step 2: Create and name your group
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Step 3: Add or invite users
Once your group is created select the group from the user groups list.
You can bulk invite new and existing users to join the user group by clicking the invite users button. Then simply invite users as normal by adding the emails of the people you wish to add to the group.
If these emails are for existing users they will be added to the group and their roles and organisations will remain unchanged. If they are not on Movement they will be sent an invite to join with the role and organisation set in the invite. When these new users create their account they will automatically join the user group you have invited them to.
More information on how to invite users.
You can add individual existing users to the group by clicking the add a user button. You can find users by searching their name or email address and selecting to add to the group.
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Step 4: Assign user group to your campaign
If you are creating a new campaign you select the user group when you reach the users section of the set up.
If you are applying the user group to an existing campaign, simply edit the campaign and add the user group in the users section.
Tip: More than one user group can be assigned to each campaign. For example, you may want both regional and national staff to take part, so can apply both user groups to the campaign.
