Student Group Creation and Management

Student Groups are used to control a student or alumni user's access within the CSM suite of tools, and to ensure an event, appointment, or job posting is tailored to the correct student audience. A student's ability to view/apply to job postings, view/book appointments, and view/register for an event is governed by their inclusion in Student Groups. Student Groups are also used by Admin Groups to restrict Career Center Users to only viewing specific users and their data. This article outlines how to create a Student Group, how to assign a student to a Student Group, and how to batch-assign students to a Student Group.

Sections

  1. How to Create a Student Group
  2. How to Assign an Individual Student to a Student Group
  3. How-to Bulk Assign Students to a Student Group

 

Note: Your platform must have at least two Student Groups in order to function properly.


 

How to Create a Student Group

  1. Navigate to your Manage Users by selecting "Site Management" then "Manage Users" from the left navigation panel.

  2. Select “Students & Alumni” then “Groups”

  3. Select “Add A New Group"


  4. An "Add Student Group" window will appear. Name the Student Group, enter an optional description, and choose if you would like the group displayed under student names across the site (i.e. students in this group will appear as John Smith - Rising Seniors).
    • From this page, you are also able to Edit or Delete existing Student Groups. To do so, use the more actions icon next to each Student Group.
    • Enable display on site under student name will show on the student profile.
    • Internal only means that employers will not be able to see student groups.

 


 

How to Assign an Individual Student to a Student Group

When adding a new student via the Manage Student Users page, admin are required to assign a student to Student Group(s) within the Create New Student User window. To assign an existing student user to a group, navigate to the Profile tab of the student's profile and select Edit next to the Student Information section. Choose the appropriate Student Group(s), and be sure to scroll to the bottom of the window and Save your changes.

 


 

How-to Bulk Assign Students to a Student Group

To batch-assign students to a Student Group, use the available filters on the Student Directory to find the correct audience. Use the Bulk Update Tool to then add or replace a new Student Group to the selected students.

  1. Navigate to the Student Directory

  2. Apply filters to drill down to the appropriate group of students

  3. Use the three-dot action button to select Bulk Update All. Alternatively, check a limited number of students from the results, and select Bulk Update Selected.
    Bulk_Update_Student_Groups.png

  4. Select Student Group as the field to be modified in the Bulk Update window.

  5. Choose to Append, Replace all values with, or Replace. "Append" will add the student group to the selected students, "Replace all values with" will remove all Student Groups the users are currently assigned to and add your selections in place of them, and "Replace" will allow you to choose to replace an assigned Student Group with a new one.
  6. Be sure to Save your changes, and a success window will appear.

 


 

Frequently Asked Questions

  1. Could you explain how to advance student groups to the next level? For instance, how can I transition 3Ls to Alumni, 2Ls to 3Ls, and 1Ls to 2Ls?
    We recommend going from the top down. Moving 3Ls to alumni/recent graduates, 2Ls to 3Ls, etc. so each student group is free from one another. If you go from the bottom up it creates a waterfall effect - all 1Ls become 2Ls and now 1Ls AND 2Ls are now 2Ls which will become 3Ls etc.
    You'll want to apply the filters to select the correct student group. From there, you can bulk update through the Student and Alumni engagement directory. 

  2. What happens to events and jobs targeted at specific student groups when we transition them to the next level?
    The events and job posting eligibility will not change. Therefore, if you change a student's group to another group that is not included in the eligibility settings, they will no longer meet the criteria for that event or posting.

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