> For the complete documentation index, see [llms.txt](https://docs.shiftiq.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shiftiq.com/help/contacts/group-management/adding-new-group.md).

# Create a New Group and Adding People to the Group

## Create a New Group

Select the **Contact** toolkit on the **Admin Home Page** and select the **Groups** counter below the **Contact Group** heading.

Click on the **Add New Group** link at the top of the page to create new Group.

Provide basic details for the new group:

* Add **Group Name** (Required): The name of the group should be unique and descriptive.
* Choose Group **Type (Department, District, Employer, List, Role, Team or Venue)**(Required): Group type determines the features available for using and managing it in the system.
* Add Group **Tag** (Optional): You can tag contact groups to make them easier to find.
* Click **Save**

Additional fields that can be edited after **Group** has been created:

* **Description:** Comment or note to describe the purpose of the group.
* **Group Code:** Alphanumeric code that uniquely identifies this contact group.
* **Group Category:** Classification or tag for this group
* **Group Status:** The current status of this group.
* **Parent (Hierarchy) / Parent (Functional):** You can select another group as the container for this contact group. This is optional, and it allows you to nest groups into subgroups.
* **Capacity:** The maximum number of people permitted in this group.
* **Group Options:** Automatically add new users to this group / Allow users to subscribe/unsubscribe themselves

After creating the **Group Type: Employer, District or Venue**, navigate to the **Address** panel in the group and add the **Physical, Shipping and Billing Address** (if required by Organization).

Click **Save** when address has been added.<br>

## Adding People to a Group

In the **Group**, click on the **People** tab and then on the **Add People** button.

You can add people by searching for the people you want to add or in bulk by adding email addresses:

* **Searching for People:** You can search for people to add to the group by **Contact Name** or **Email**. After searching for the person you want to add, click the checkbox next to the person's name and then click on the **Add** button. If there is more than one person in your search results that you want to add, you are able to select multiple checkboxes.
* **Bulk:** Select **By Email Address List** from the dropdown list under the **Add People to Group** heading. Copy and paste the email addresses of users that you want to add to the group and click on the **Add** button.

*Please note, these users need to already have a contact record in the system to be added to the group.*<br>

## Allow User Self-Registration

To allow **User Self Registration**, after creating the group, go into the **Group** and under the **Group** tab select the checkbox next to **Allow users to subscribe/unsubscribe themselves**. By selecting the checkbox, the system adds a toggle for the group on the new user registration screen. Users are able to select the group when creating their new account on the [**New User** registration page.](https://github.com/InSite/docs/blob/master/ui/lobby/register/README.md)

![self-register.png](https://e02.insite.com/files/sites/global/portal-permissions/self-register.png)<br>

## How to Create a link for New User Registration page with slider pre-selected

An Global Admin can create a link, to provide to Organizations, so if a user needs to select a Role during registration the Role will be pre-select when users create an account.

Example: https\://**Organization**.insite.com/ui/lobby/register?group=**GROUP NAME**

**Using InSite as an example**:

Organization: insite | Group Name: Help Documentation

**HINT:** If you put in the group name as is, the system will replace each space with the characters %20. You can avoid this by using a + character instead of the spaces in your link. (GROUP+NAME / GROUP%20NAME)

**URL:** <https://insite.insite.com/ui/lobby/register?group=Help+Documentation>

On the New User registration page, the Help Documentation field will be preselected.


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