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create-a-group-and-add-individual-registrants-to-the-group.md

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Social Registry

📔 Create a Group and Add Individual Registrants to the Group

This document provides instructions to create a group and add individual registrants to the group in Social Registry module.

Prerequisites

  • The user must have a Registrar or an Administrator role.
  • The user must have access to the Social Registry module.

Procedure

  1. Use the link socialregistry.explore.openg2p.org to access the Social Registry.
  2. Click the main menu icon and select Social Registry

You can view the Groups screen by default.

  1. Click the New button.

Groups New screen is displayed.

The fields and their descriptions are given below:

Field Description
Enter name of the group Enter the name of the new group. It is a mandatory field.
Tags Select the tag from the drop-down
Add the group member's photo
Registration Date Displays the current date by default
Kind Select the Kind from the drop-down
  1. Click the Members tab.
  2. Click the Add a line.

It enables the Member Name field.

There are two method to add individual registrants to a group.

Method 1: Select the individual registrant name from the Member Name drop-down.

Method 2: Select the Search More... option in the drop-down and add individual registrants to the group

Method 1

  1. Select the individual registrant name from the Member Name drop-down.

It auto-populates the other fields as shown below.

  1. Repeat the step 5 and 6 to add individual registrants to a group.

  1. Click the delete icon to remove the individual registrants from the group.

Method 2

  1. Click the Search More... option in the Member Name drop-down.

Search: Member Name screen is displayed.

You can search and find the name of the individual registrants in the search field (or) directly click the individual registrant in the member name list. It gets added or auto-populated in the Groups screen.

Icon Click to

Select the appropriate value. The available values are:

  • Archive
  • Duplicate
  • Send SMS Text Message
  • Download (vCard)
  • Privacy Lookup
  • Grand portal access
Save manually the individual data to the group and exit from the screen
Discard changes and exit from the screen

The newly created group registrant gets added to the Groups list.

This completes the creation of a group and adding individual registrants to the group in the Social Registry module.