Reviewing and Applying Change Requests

Beginning December 3, 2018, you must process all change requests inside ACS People Suite. This lets you use Access ACS in any browser you prefer. Learn More.

Page tree

Special Groups are made up of individuals that are the result of an advanced search in Access ACS. For example, you can create a custom group that consists of all individuals who have birthdays during July. Members cannot join special groups online.

On the Special Groups page, you can search based on activities, classes, small groups, birthdays, address fields, member status, user-defined fields, and common fields.

To create special groups, you must have appropriate rights. 

 To navigate to the special groups area
  1. Point to Admin, then click Group Setup.
  2. Click Special Groups.
 Add Special Groups

When you create special groups, you must name and describe the group, search for individuals to add to the group, select the group display options, review the group roster, and save the group. 

To add a special group

  1. Point to Admin, then click Group Setup >Special Groups.
  2. On the Special Groups heading bar, click Add.
  3. On the Create Special Groups page, enter the group name.
  4. If necessary, enter a description in the Description text box, then click Next.
  5. On the Create Special Groups page, select the search criteria to determine the individuals to add to your group, then click Next.
  6. In the list of available options, select up to three fields to display in the group roster. By default, Address Line 1, Phone, and E-mail Address are selected.
  7. In the list of security levels, select the group roster’s security level. By default, All Users is selected.
    • All - Select to let all users view the group roster.

    • Do Not Display - Select to let only the user who created the group view the roster.

    • Staff Only - Select to let only staff users view the group roster.

  8. If the special group is temporary, select Set Expiration Date to set an expiration date for the special group. In the Expiration Date field, enter the date. After that date, the roster for the group is no longer available.
  9. Click Next.
  10. The group roster displays. Before saving the special group, review the roster, then click Submit.
 Edit Special Groups

With appropriate administrative rights, you can edit existing special groups. You can change the group's name, search criteria, display options, and settings.

To edit a special group

  1. Point to Admin, then click Group Setup.
  2. Click Special Groups.
  3. Click a group name.
  4. Make the appropriate changes and click Next.
 Delete Special Groups

You can delete a special group if you create it in error or no longer need the group's record. 

To delete a special group

  1. Point to Admin, then click Group Setup.
  2. Click Special Groups.
  3. Beside the group you want to remove, click Delete
  4. When the confirmation message displays, click OK.
 View Special Group Rosters

You can view a special group roster. 

To view a special group roster

  1. Point to Admin, then click Group Setup.
  2. Select Special Groups and click Next.
  3. Click View beside the group roster you want to view.


Related Topics