Summary
Do you need help creating a group in ParentSquare? Follow these steps below.
Prerequisites
In order to create your own groups within ParentSquare, you need to have the correct user access.
Step-by-Step Instructions
1. On the left-hand side, expand/hover over Participate, then select Groups.
2. On the next screen, select New Group in the top-right corner.
3. Select Rule-based (Auto-Update) as the group type, then select Create Group.
4. Fill out these fields only:
- Display Name = what you want the group name to be called.
- Owners = make sure you are the owner (you can add multiple people if need).
- User Role is = select the user types to be populated into your group (you can select one, multiple, or all user types)
- If you want this group to only notify and include students, select Student. If you want this group to notify and include parents and students, select Parent and Student.
- and user matches the following conditions = select the condition of the user role you selected.
- Just students in 9th grade? Select "Grade Level" is one of "9th grade".
- This group will notify only students belonging to 9th grade.
- Parents and Students only in high school? Select Grade Level is one of 9th grade, 10th grade, 11th grade, 12th grade.
- This group will notify students and their associated parent/guardian in all of high school.
- You can create endless conditions based on your specific needs.
Troubleshooting/Notes
If you are having trouble or unable to follow these steps, please submit a ticket.