Group gallery

• Hide if user is not the selected contact - (enabled by default) If this option is enabled, non-authorized users will only see this iPart if they are viewing their own information. Authorized users include staff and Company Administrators for a group that the contact belongs to. If a different contact is selected, the iPart will be hidden. This prevents other users from changing the ID in the URL to access another contact's data. Disable this option to allow all users to view the iPart for other contacts, such as for a public profile. If this option is disabled, the system security settings determine whether a user must be logged in to view the iPart for other contacts.
• Display profile image - Select this option to display profile images as thumbnails in the group list.
• Show inactive memberships - Select this option to display both active and inactive members within a group list.

📘 Note

This option is designed to allow for the display of both current and expired members within a group list. In the context of a company roster, the Show inactive memberships option does not apply. Company Administrators will see all contacts that are assigned to a company.

• Allow expanding lists - Select this option to display an expandable list of groups and group details to appear. When enabled, this option allows users to see all the children by expanding a group to see additional detail.
• Allow editing - Select this option to allow users to add, edit, or delete members within any group listed. Some restrictions apply: Only Company Administrators, Staff (Full and Casual users), and System Administrators can add members to a group and edit membership information if available.
  • Link text for adding a contact - The text that will appear when you are adding a new contact to the group. The Add new feature uses the shortcut from Add Contact for the site.
• Link to:
  • Profile - Select this option so that users can click names in the list to open the contact's profile page. The page that opens when they click the link depends on the rules defined in the Party.aspx file, located by default in C:\Program Files\ASI\iMIS\Net.
  • Membership details - Select this option so that users can click names in the list to open the Group Member Detail window, from which you can view the contact's group membership information. If you want users to have easy access to both the account pages and the Group Member Detail window, enable both this option and Provide option to view and edit membership details.
  • Both of the above - Select this option so that users can click names in the list to open the contact's profile page or users can click on the membership portion of each list item to view the detailed group information.
• Is the page context (parent) for this iPart a group? Choose Yes if the context for this iPart is a specific group, and you wish to display its group members and sub-groups. Choose No for any other type of context.
• URL parameter for parent ID - Leave this field blank, unless you want to change which URL parameter the iPart uses for a parent ID value. By default, the iPart looks for a UniformKey or iUniformKey parameter value. If neither is available, the iPart uses the selected or signed-in user as the parent ID.
• Display a list of:
  • Groups owned by the parent ID and their members - Select this option to display a list of groups owned by a particular parent ID, and the members of those groups. If multiple groups are owned by the parent ID, initially only the groups are listed, but each group can be expanded to display members. If only a single group is owned by the parent ID, initially all of the group members are listed. For example, if you add the Group List Editor to an organization contact's account page (and choose the relevant group type), it will automatically display an organization roster (a group member list).
  • Groups that the parent ID is member of - Select this option to display a list of groups that the parent ID belongs to (memberships).
  • Both of the above (use this option to display two-way relationships) - Select this option to display both groups (and group members) that the parent ID owns AND groups that the parent ID belongs to. This option should be used to display relationships between two entities.

📘 Note

The Display a list of section displays only when the page context (parent) for this iPart is not a group.

• Choose the group types to include - Select the group types you wish to include in the list of groups, sub-groups, and/or group memberships. For example, if a chapter has both committee and club sub-groups, you can select one or both to be displayed within the iPart. If you wish to display a contact's memberships in organizations, committees, and chapters, you can choose all of these group types.

Notes

• A good use for this iPart is to add it to a page that already displays information about a contact, event, or some other type of group page. In most cases, the Group List Editor will detect the group, parent, or contact ID in the URL and display a group list in the mode you select. If you add the iPart to a group page, and a group list does not display as you would expect, check the URL of the web page to determine if it uses a URL parameter other than UniformKey or iUniformKey.
• You can hard code URL parameter values using a navigation item. From Site Builder > Manage sitemaps, create or edit a navigation item and in the URL Parameters field, enter a parameter name and value. For example, ID=123.

A common use for the Group List Editor is to display a list of contacts that belong to an organization.

For example, add the content item to an organization’s profile page, so that the content item displays memberships for the selected organization. Configure the content item with the following settings:

• Allow editing: Enable, if you want System Administrators or Staff to edit the roster
• Clicking on a contact opens their profile page: Enable to link contact names directly to their profile page
  • Provide option to view and edit membership details: If you want users to have easy access to both the account pages and the Group Member Detail window, also enable this option. Users can click an icon to switch between these options.
• Is the page context (parent) for this iPart a group?: No
• Display a list of: Select Groups owned by the parent ID and their members
• Choose the group types to include: Organization

• 📘 Note

  To limit the amount of information about an organization’s members, deselect the Allow expanding lists box.

Another common use for the Group List Editor is to display a list of a contact’s memberships in groups such as committees and chapters.

For example, add the content item to a contact’s profile page, so that the content item displays memberships for the selected contact. Configure the content item with the following settings:

• Allow editing: Enable, if you want System Administrators or Staff to edit the contact’s memberships
• Clicking on a contact opens their profile page: Not applicable
• Is the page context (parent) for this iPart a group?: No
• Display a list of: Select Groups that the parent ID is a member of
• Choose the group types to include: Select the group types you want to display, such as Chapters and/or Sections

You can easily create a link between two contacts using the Group List Editor content item. The relationships you define show up on the record of both contacts, and you can specify roles for one or both of the contacts. For example, if you edit Jean Smith’s record to indicate that she knows Russell Smith, then that relationship will also appear in Russell Smith’s record. Alternately, if you edit Jean’s record to indicate that Russell is her child, you can also specify that her role is the parent of Russell. Then Russell’s record will reflect that Jean is his parent.

There is no limit to the number of relationships you can create or the types of relationships you can create. We have provided a few relationship types out-of-the-box, but you can add additional ones if needed.

Only users with System Administrator or Staff privileges can create relationships between contacts, but any user can view a list of relationships.

📘 Note

To use this relationship feature, you must have the RELATION license.