How to create a new Group

How to create a new Group

Create a New Group

The Groups feature in Cadence allows you to organize attendees into logical categories for easier management and targeted communication. From the Groups Menu, you can create new groups based on departments, interests, or roles, making it simpler to manage permissions and content visibility for different segments of your event attendees.

When to use

  • When organizing attendees by department, interest, or role
  • When creating targeted communications for specific attendee segments
  • When setting up group-specific schedule items or content
  • When managing permissions for different types of attendees

Before you start

You must have System Administrator or Event Manager permissions to create groups. If you want attendees to create their own groups, this must be enabled in Groups › Settings.

How to do it

    Log in to your Cadence Admin account.
    Navigate to your event dashboard.
    Select "Groups" from the left sidebar menu.
    Click the "+" button in the top right corner to create a new group.
    Enter a name for your group in the "Group Name" field.
Use clear, descriptive names that indicate the purpose or membership criteria of the group.
    Add a description that explains the group's purpose or who should be included.
    Set the group visibility by selecting "Public" or "Private".
Public groups are visible to all attendees, while private groups are only visible to members and administrators.
    Upload a group image if desired (optional).
    Click "Save" to create the group structure.
    Select the newly created group from the groups list.
    Click the "Members" tab to add people to your group.
    Click the "+" button to add members to the group.
Members must already exist as attendees in your event before they can be added to groups.
    Search for attendees by name or email in the search field.
    Select the attendees you want to add to the group.
    Click "Add Selected" to add the chosen attendees to your group.
    Verify that the members now appear in the group's member list.

Troubleshooting

If you cannot create a group:
  • Verify you have Admin or Event Manager permissions
  • Check that the Groups feature is enabled in your event menu
  • Ensure "Allow Users to Create Groups" is enabled in Groups › Settings if you are not an administrator