Creating a Custom Group

This article is intended for members with State or Regional Coordinator rights.

State and Regional Coordinators may choose to create a  group on CCL Community composed of members with specific roles in their state or region (Southeast Group Leaders, Missouri Liaisons) or for a geographic area within their state or region (DFW Media Team) or a specific initiative within a state or region (Alaska Engagement Team).

Creating a Custom Group

1. Click “Resources & Training” from the top menu bar.
2. Select “All tools” in the upper right corner of the resources menu. You can also get to the CCL Community Tools page by selecting “All Tools” in the “My Tools” block on the bottom right side of your Dashboard.
3. Scroll down to the “State and Regional Coordinator Tools” block. Select the State/Regional Custom Groups link.
4. Click on the “Create or Refresh ” dropdown at the top of the list of currently active Custom Groups for the state or region. 
5. Then select "Create Team."
6. Enter the new group name and description and indicate if you want the group to be hidden. 
7. When finished, click the “Save Changes” button to create the group.
8. To add members, click the green “Refresh List” button in the upper left. This will now make the “Members” button(s) active. Clicking the “Members” button will take you to a new screen where you can add or remove members (see this article for instructions).
9. To add your Custom Group’s description in the “About Us” and “More Info” sections on the group home page, as well as setting up default notifications, permissions, or welcome messages, click on the home icon button from the Custom Group Editor page (shown below). 

That will take you to your new Custom Group’s home page where you can use the admin tools to add text and change settings, if desired.  For instructions, see the article Set up your group or CCL chapter homepage.  

Note: If you later update the description field in the Custom Group editor, it will overwrite any text you’ve entered in the group home page “About Us” block. However, updating text in the group home page “About Us" block will not overwrite text in the Custom Group editor description field.

Do not use this tool to create groups or teams for members of a CCL chapter (i.e. only draw from one CCL chapter). These are called “CCL Chapter Teams” and are created within a CCL chapter by CCL Chapter Leaders. If you are a leader or administrator of any CCL chapter you can access that tool by going to your own personal CCL chapter, then clicking on “Admin” on the left side menu bar. A new block will appear below called “Chapter Tools” and in that click on the “Manage Teams” link to be directed to the editor.