Create a Group
Groups collect people for organization and communications. Create the group first, then choose whether to add specific members, members from a program, or members who match a filter.
Create the group
Section titled “Create the group”- Open Groups and select New Group.
- Enter a name staff will recognize, such as Junior Tournament Team or Members with expiring documents.
- Select Create.
- On the group page, choose Assign to add people or define a matching rule.
- Preview the members before using the group for a message.
Group names must be unique within your school. Choose a name based on the group’s purpose, not just the date of the next message, if you plan to reuse it.
Choose assignment types
Section titled “Choose assignment types”- Individual Members: pick specific profiles for a hand-selected group.
- Program & Level: include active members of a program, optionally limited to a level range.
- Dynamic Filter: define profile conditions that Kanri reevaluates when resolving group members.
You can combine assignment types. If a member matches more than one, the preview lists them once. See Add Members to a Group, Add a Program, and Add by Filter.
Example
Section titled “Example”For a one-time Saturday Demo Team, create the group, add the invited members individually, then preview and send the event details as a broadcast. For a reusable group of all active members in a program, use a program assignment instead.