Community Groups allow you to create groupings of communities within the Further Dashboard. If you are a senior living operator, you might want to create groupings based on regions or ownership groups. If you are an agency or ownership group, you may want to look at communities based on the operator. Once you have created groups, you can then filter any report within the dashboard based on that grouping.
Community Groups can be set up on both the Regional and Corporate user levels. With Community Groups, you can group communities that belong to the same organization or have common properties. You can filter by community groups on the Stats and All Conversations tabs of your Further Dashboard.
In this article, we'll go over everything you need to know to setup community groups and manage them.
Note: This is not available for Community users. Only Regional users can group communities.
Locate Settings
In your dashboard, navigate to Settings in the left menu and then select Community Groups in the submenu.
Now you're ready to create and manage community groups!
- Create a Community Group
- Find a Community Group
- Change Community Group Name
- Change Community Group Color
- Add a Community to a Group
- Remove a Community from a Group
- Delete a Community Group
Create a Community Group
On the Community Groups page, click on Create a Group.
Once the pop-up window appears, you can title your group, add a color theme, and select all of the communities you want to be included in the group. Click Create when finished.
After you click Create your community groups will be loaded here:
Find a Community Group
Open your Further Dashboard and click Settings in the left menu. Click Community Groups in the submenu.
You can scroll through the Group Names looking for your community, or use the search bar at the top to find the community group quickly.
Click on the desired community group. The Edit a Group window will open.
Change Community Group Name
The community group name is how you can identify a group in the Community Groups page. Edit the Name field in the Edit a Group window in order to change how the group name displays.
When done, click Save to keep your changes.
Change Community Group Color
The color of a community group makes it easier to find the group on the Community Groups page. The name of a group will be displayed in the selected color.
Use the Color dropdown in the Edit a Group window to change the group’s color.
When done, click Save to keep your changes.
Add a Community to a Group
To add a community to a group, use the search bar in the Edit a Group window. Click to see a dropdown of all available communities. You can also start typing to have matching communities suggested.
Click the desired community to add it. You can select one or more communities to add at a time. Selected communities will have a checkmark to the left of their name.
When done, click Save to keep your changes.
Remove a Community from a Group
To remove a community from a group, look for the community name in the Edit a Group window. Click the X to the right of the name to remove the group from the community.
When done, click Save to keep your changes.
Delete a Community Group
Use caution when deleting groups, as this cannot be undone.
To delete a community group, click Delete Group in the bottom left of the Edit a Group window.
Comments
0 comments
Please sign in to leave a comment.