How to Create a New Membership Type Group

You can access this feature from the MSL Admin site. Only Super Admins with Membership Admins or Site Admins permissions can access the Create New Group window.

If you're unsure about what a Membership type group is, here are the default types in your MSL System: Data Parameter Value Group, Dynamic List, List, Role, and Team. For further information, see Grouping Types.

Once you've created your new group, automatically populate it with members by setting specific requirements and configuring the autopopulation settings.

For further information, see Group Details, How to Configure Autopopulation Settings and Group Requirements.

  1. Log in to your MSL Admin site at https://[domainname]/msl/. The Home menu is displayed.
  2. From the Home menu, select Groups. The Groups submenu is displayed.
  3. Select Create New Group. The Create New Group window is displayed.
  4. In the Name field, enter the name for your new Group.
  5. In the Parent Organisation field, either:
    1. Search by Group Name or ID:
      • In the Parent Organisation search box, enter a Group Name, part of a group name or ID, and click Search. If there‚Äôs more than one match, the Results dialog containing a list of groups is displayed. Otherwise, the group is selected.
      • Next to the relevant Group, click Select (). You are returned to the Create New Group window.
    2. Pick One from the Grouping Tree:
      • Click Pick One. The Select Group dialog containing your MSL System's grouping tree is displayed.
      • Click Expand () to display the contents of a node and click one item to select. You are returned to the Create New Group window and the selected item is entered into the Parent Organisation field.
  6. From the Type dropdown, select a Membership type group (e.g. Membership, Role, List, Dynamic List, Committee Member etc.). When you select an option, the Category field is enabled.
  7. From the Category dropdown, select an option.
  8. In the Description field, enter any relevant information, if applicable.
  9. In the Autopopulation section:
    • If applicable, select one or more of the following checkboxes:
      • Automatically populate this group according to its membership requirements
      • Strict population (remove those who no longer meet the requirements)
      • Exclude previous members (do not add expired members back in e.g. opt-out lists)
    • If required, click the Populate Until (Optional) field, and from the date picker, select a date.
  10. If you don't need to add requirements, or plan to add your own, in the Requirements section, deselect the Create membership requirement of membership of this organisation? checkbox.
  11. Click Save. The Group is created and the Group Details window is displayed.
  12. In the Membership Deletion section, if required, update the selected option:
    • Memberships will not be deleted
    • Delete expired memberships only
    • Delete all memberships, regardless of status
  13. Click Save. A confirmation message is displayed.

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