User Groups

User Groups can be used to share funding opportunities, newsletters, and other content among users with similar interests. There are two types:

  • Personal Groups - Created by any user. Only the creator can add members and share content.
  • Public Groups - Created by administrators. Visible to all users at the institution, who can choose to join or leave.

Creating Groups

  1. Go to Groups in the user menu.
  2. Select New Group.
  3. Enter a name and add members:
    • Search for Pivot-RP profiles or enter any email address.
    • Non-registered users receive limited information until they create an account in Pivot-RP.
  4. Copy members from an existing group (optional).
  5. Click Submit.

You can edit, rename, copy, add members, or delete groups anytime.

Public Groups

Public Groups are visible to all users within your institution, and anyone can freely join or leave these groups. There are three different types of roles associated with a public group:

  • Owner: creator of the group, can manage members and assigns admins.
  • Administrator: can add and remove members and share content.
  • Member: can join and leave public groups to receive funding updates via email (cannot share content or view other members).

To join or leave a Public Group, go to Groups and select Join Group or Leave Group. Administrators can manage Public Groups in Admin > Groups > Manage Groups.

Please Note:

  • Owners are not automatically members of groups they have created.
  • Members can leave anytime.
  • Member lists are hidden unless admins choose to reveal them.

 

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