Member groups

A member group is a set of members. Each site starts with a group called "Committee" and can have up to eight groups.

To manage groups, go to Members → Manage Groups. The page lists each group, the number of members in it and the charges or concessions that use it.

Manage group members

Select a group to see its members.

• Add members: search for members, select them, and select Add to group.
• Remove a member: select Remove next to their name. The member is removed from the group only.
• Rename or delete the group: select Rename or delete this group.

You can also add or remove a member's groups on the member's record.

Each site has its own groups. If you run more than one site, switch to the correct site first.

Uses of groups

• Email: each group has a button in the Messaging Centre to add its members as recipients.
• Charges: an additional charge can apply to one group only.
• Concessions: a concession can apply to one group only.

Tip: Name a group after the reason for a concession, such as "Over 60s", rather than the amount, such as "Half price".

Changing group members during the year

Adding a member to a group, or removing them from it, does not change the current year's invoices.

• After adding members: go to Rent & Payments and select Apply to this year on the charge or concession.
• After removing members: their existing lines stay on the invoice. To remove a line, select the × next to it on the billing year page.

Delete a group

A group cannot be deleted while a charge or concession uses it. Change the charge or concession to use a different group, or retire it, first. Allotmin lists the charges and concessions that use the group.

Deleting a group removes it from all members. Existing invoices are not changed.