Campus Groups - User Guide for Officers

Table of Contents

 

Summary

Welcome to Campus Groups! Your new home for student organization management and engagement. The following document will outline the common activities you may wish to perform while working with the platform.

Accessing Campus Groups

Campus Groups can be accessed by visiting the following URL:

To sign in, select the SSO Login button and enter your Sacred Heart email address and password:

SHU SSO button, sign-in page

After signing in you will be taken to your Campus Groups home page:

Campus Groups home page

To access the Campus Group knowledge base visit the following link: 

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Officer Walkthrough

The following section will outline the common activities officers may perform in Campus Groups.

Group Management

Group Settings

Depending on the permissions set, officers of an organization can customize many aspects of their group including their group Name, Description, Goals, Contact Information and much more. To reach the list of all available options for your group, perform the following steps:

  1. From your group’s dashboard, select Manage then select the Settings option under the Dashboard menu or scroll down on the page to locate and select the Settings box.
    Manage button on the group dashboard

    Settings button on the group dashboard for officers

    or
    Settings button the group dashboard for officers
     
  2. Inside the Group Settings Menu you will see the dashboard of all the available settings. Update the settings inside each tab that you wish to change and once done select the Save button at the bottom of your screen.
    Basics settings page

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Managing Group Memberships (Add/Remove members)

Depending on the permissions set, officers of an organization may have the ability to add or remove members in their organization. Additionally, they may also be able to add or remove officers and set custom titles.

Adding a Member to a Group

To add members to your organization, perform the following steps:

  1. From your group’s homepage select Members from the left-hand menu or scroll down on the page and select the Members box.
    Members button for officers on the group dashboard
     
  2. Inside the Current Members page you may add members to your organization using the + Add Member button located near the top right portion of the screen
    Current Members button on the group dashboard
     
  3. A window will open where you may search for the person you wish to add to your group. Enter the person’s name, or SHU email address, and select the individual(s) you wish to add. Once all the users you wish to add to the group have been selected use the Add button to save your updates.
    User search on the Add Members page

    Add button the Add Members page

 

Removing a Member to a Group

As an officer you may wish to update your organization’s membership list to remove members who are no longer affiliated with your group. To do so perform the following steps:

  1. From your group’s homepage select Members or scroll down on the page and select the Members box.
    Members button in the left-pane menu on the group dashboard for officers

    Members button on the group dashboard for officers
     
  2. Search or locate the user you wish to remove and select the edit icon next to Membership End Date.
    Current Members button on the group dashboard
     
  3. A window will open asking you to enter an end date for the member. Enter the date of the member’s last day or use the calendar tool to quickly input a value. Once a date has been set, select the Save button.
    Membership end date page

    If you wish to update the end date of multiple members in your group select the checkmark box near each member’s name and select the three dots icon to pull up the Assign Membership End Date option:
    Selected members on the Current Members page

    Then enter an end date and select Submit to apply the date to all selected records.
    Membership end date page

Note: When managing members in your organization do not use the Delete button in a member’s record as this can negatively impact the individual's account. Only the Membership End Date field should be used to remove a member from a group.

Delete button with X overlayed Edit button for membership end date with check mark overlayed

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Officer Management

In addition to managing members of a group, officers may also wish to manage the officers and officer titles for their group as well.

Adding an Officer to a Group

To add an officer to your group, perform the following steps:

  1. From your group’s homepage select the Dashboard menu then select Officers or scroll down on the page and select the Officers box.
    Officers button in left-pane menu on group dashboard

    Officers button on group dashboard
     
  2. To Add an officer select + Add Officer button near the top right portion of your screen
    Officers page view
     
  3. Search for the individual(s) you wish to add then once selected use the Add button to save your changes.
    Officers user search page


 

Removing an Officer from a Group

To remove an officer from your group, perform the following steps:

  1. From your group’s homepage select the Dashboard menu then select Officers or scroll down on the page and select the Officers box.
    Officers button in left-pane menu

    Officers button on group dashboard
     
  2. Locate the officer record you wish to update and de-select the Active Officer checkbox.
    Active Officer button on officer page

    Once de-selected these changes will be saved automatically.
    Deselected officer button on Officers page view

 

Updating an Officer's Title

To update a group officer’s title, perform the following steps:

  1. From your group’s homepage select the Dashboard menu then select Officers or scroll down on the page and select the Officers box.
    Officers button in left-pane menu on group dashboard

    Officers button on group dashboard
     
  2. Locate the Position field in the officer’s record and using the drop-down menus select the appropriate title or custom title.
    Position button on Officers page

    Position options on officers page

    Once de-selected the update will automatically save.
    Position button on officer page with acknowledgement

 

Adding/Managing Custom Officer Titles

Campus Groups will have standard officer positions set up by default though custom positions are also allowed to be created and used. To use a custom officer title, perform the following steps:

  1. From your group’s homepage select the Dashboard menu then select Officers or scroll down on the page and select the Officers box.
    Officers button in left-pane menu on group dashboard

    Officers button on group dashboard
     
  2. Locate the Custom Position field in the officer’s record and using the drop-down menus select the appropriate title.
    Custom position button on officer page
     
  3. If you are creating a new custom position, select the Create New Custom Position option from the drop-down menu and enter the name of the new position in the window that will prompt. Select Save once completed.
    Create Position page
     
  4. The new title will now display in the Custom Position drop-down menu as a valid position. Select the new custom title to apply it.
    Custom Position drop down menu options
     
  5. If you wish to manage any previously created title(s), select the Manage Custom Positions option from the drop-down menu.
    Manage Custom Positions option from drop down menu

    Selecting this option will take you to a page where you can Add, Edit, or Delete any custom officer titles that have been created in your group.
    Manage custom position page

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Event Management

Depending on the permissions set, officers of an organization can create and manage events for their groups

Creating an Event

To create an event, perform the following steps:

  1. From your group’s homepage select the Events menu then select the Create Event button near the top-right portion of your screen.
    Events button in left-pane menu
     
  2. Once selected you will be taken to the Events creation page where you can fill in all of the details related to your event. This includes things like the event name, description, date, location and more.
    Events creation page

    Available event options:​​​
    • What
      What section on event creation page
    • Team
      Organizing Team section on event creation page
       
    • When
      When section on event creation page
       
    • Where
      Where section on event creation page
       
    • Photo
      Photo & Flyer section on event creation page
       
    • More
      More Details section on event creation page
       
    • Access & Display
      Access and Display Options section on event creation page
       
    • Registration
      Registration Options section on event creation page
       
    • Advanced
      Advanced Options section on event creation page

       
  3. Once all of the details of your event have been added, select the Create Event button at the bottom of your screen.
    Create Event button on event creation page

     

Managing an Event

To manage your organization’s events, perform the following steps:

  1. From your group’s homepage select the Events menu to be taken to the Upcoming Events page. Here you can view all of your upcoming (1) or past (2) events as well as create (3), delete (4), or make edits to any existing events (5).
    Upcoming Events page

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Other Settings - Officer

Here are some additional settings in Campus Groups you may find helpful as an officer.

Emails, Surveys & Forms, Member Success, Website, Money, Files

Group dashboard

  1. Emails - Correspond with your group’s members, schedule communications, create templates for recurring communications.
    Sent Emails page
     
  2. Surveys & Forms – Create and manage forms, surveys, polls, elections, or quizzes for your organization.
    Surveys & Forms page
     
  3. Member Success – Track engagement with tools like tracks, checklists, badging and more.
    Tracks & Checklists page
     
  4. Website – Create websites for public or internal viewing.
    Website Menus & Pages page
     
  5. Money – Track budgets, transactions, and costs.
    Money page
     
  6. Files – Store files for your group, officers, and members.
    Files page

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Additional Information - Officer

Additional information around using Campus Groups as a member can be found here:

 

 

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Version History

 

Version Number

Date

Purpose

Author

1.0

Sept '25

First Draft

C. Thomas

1.1

Sept '25

Updated photos, steps

C. Thomas

1.2

Nov '25

Format updates

C. Thomas