Configure Group Types

Configure and then use Group Types to classify or categorize the different groups that sponsor or hold events at your facilities. For example, if your organization is an academic organization, you might configure student groups and alumni groups for some of your group types.

  1. On the EMS menu bar, click Configuration > Other > Group Types

    The Group Types window opens. This window lists all the group types that are configured in your EMS database.

  2. Click New

    The Group Type dialog opens on the Group Type tab.

  3. Enter the information for the new group type.

    Field

    Description

    Group Type

    The name or classification for the group type (50 character maximum including spaces).

    Default Pricing Plan

    Select the default pricing plan to be applied when creating a new group.

    If you select or edit a pricing plan for a group type, the information is not updated for existing groups of this group type. Instead, it applies only to new groups of this group type.

    If the appropriate pricing plan is not available, you can configure it.

    Available to Everyday Users

    Select if EMS Web App users are to be able to filter events by this group type when they are browsing for events.

  4. Optionally, open the Calculations tab and on the Available list, select the calculation, or Ctrl-click to select the multiple calculations that are to always apply to this group type, and then click the Move button (>) to move the selected calculations to the Selected list.

    If a calculation is not available, then you can configure it.

  5. Click OK

 

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