Volunteers can create teams as needed, but teams lack many reporting options for admins. On the other hand, User Groups have more reporting and filtering options, but must be creating manually (time-consuming) or by requesting volunteers add themselves to a group via an email with User Group link (which they may or may not do).
So we are left with manually adding every Team member to a User Group. It would be wonderful to instead have an action available from the Teams admin page to add ALL members of a Team to a User Group OR to allow filtering for teams in a User filter, so that we could use the existing Add User Group bulk option.
Thanks for sharing your ideas with us here on the product suggestions forum!
Is the purpose of this enhancement to add Teams to User Groups or to ensure you can report on team activity? Is there an additional benefit for you to add team members to a user group besides the ability to access reports?
I look forward to hearing more about your use case!
All the best,
The primary purpose is to add team members to User Groups for reporting.
We have a relationship with 'The Best Company'. Sometimes, we get a team from the accounting dept, and they call themselves 'The Best Accountants', or maybe 'The 5 Best Accountants', or whatever. Members may or may not overlap. We may also get a team from the HR department, calling themselves, well, anything they want for their team. As far as teams are concerned, these are all different entities, even if teams have been cloned.
We would like to go to the team page, select 1 (or more) of these teams, and bulk add them to our 'The Best Company Volunteers' user group. This will give us a reporting options for the company as a whole, and email options for the volunteers using the user group as a user filter. On the other hand, we might decide that one user group for each department is how we'd like to see it.
Thank you for that additional background! Based on that, here is my proposed enhancement:
Please let me know if I'm on the right track here!
All the best,
Would also be great to allow agency managers to create their own user groups.
Thanks for adding your thoughts here. Just to confirm before I send over to the enhancements team that you're looking for Agency Managers to be able to create their own users group. Can you expound a little bit more on how this would work in your current workflow? I want to make sure I'm capturing the essence the request so the dev team has more information to discuss.
CX @ Galaxy Digital
We would like for our agency managers to have the ability to create user groups specific to their agency - not site-wide. We also want to maintain the ability for site managers to create site-wide user groups.
Does that make sense?
Thank you for that information! To confirm: Agency Managers would be able to create user groups of their current volunteers and site managers would continue to have the same functionality for user groups.
Being able to quickly add teams or even users from specific opportunities would be a great option. I am having the same problem of manually adding each user. In large groups, this takes a lot of time. Even when I provide links, volunteers don't fully follow the directions. So they may sign up for the opportunity but not the user group.
It would be nice to be able to check off the users and add them to a user group (either in a team or from an opportunity). Even the option to import members would be great! We can export from an opportunity, so then being able to use that export to import into a user group would be helpful.
Thanks for adding your thoughts here. You do have the ability to re-use a team from Volunteerism > Teams and add a team response for them, but that doesn't quite sound like what you might be asking for, so I have a few clarifying questions to make sure I'm notating this properly for our enhancements team.
Are you looking for the ability to add users to a user group from the responses area within an opportunity? And/or the ability to merge an individual response to a team?
Thanks for your help on this!
I just saw that I am able to go under USERS and filter by the opportunity to quickly add volunteers. Is there a way to add volunteers from a TEAM to a USER GROUP without having to add each volunteer one at a time?
Good question! You could absolutely export the USER IDs associated with a team responses and then input them into the filter below:
This would allow you to add people quickly to a User Group.
I hope this is helpful!
Galaxy Digital CX
Hi Maia - in this example, how would you export the USER IDs associated with a team's responses in order to put them in the list that you're using in the User Filter?
Ah, I think I see the answer to my question above in a different question from Lacey Peters (see https://galaxydigital.freshdesk.com/support/discussions/topics/36000023151)
go to "Teams">select the "Team Name" of choice>check the "ID" for each shift I am interested in>"Email Members>and then copy the list of numbers (User ID) for each of those members>go to "Users">"User Filter">"User Data">"Users ID">"is in list">paste the User ID list that I copied. Doable, but as you can see, that entails many steps and is a cumbersome process.