Add a Group

Add a group in Presto for quick access to organization members.

Detailed steps #

  1. From the left navigation menu click "Groups".

Dashboard highlighting the Groups menu item in the side navigation menu.

Click the Groups item from the side navigation menu
  1. Press the "Add Group" button to see the form to add a new group.

Groups table with arrow pointing to the Add button.

Click the Add Group button
  1. Enter the name of the group (required).

Group form with the input field for Group Name highlighted.

Enter the name of the group
  1. Mark the group as a primary group (optional).

Group form with the Primary Group checkbox highlighted.

Check the box to mark the group as a primary group

Tip

Any group that is not marked as a primary group will be considered a secondary group.

  1. Add members to the group (optional).
  • Press the "Select Members" button

Group form with the Select Members button highlighted.

Press the "Select Members" button
  • Select members to add to the group

People picker dialog is shown.

Use the People Picker to add members to the group
  • Confirm the number of members is correct

Group form with the current selected number of members highlighted.

Confirm the number of members
  • Optional: click the "View/Update Members" link to change the members

Group form with the View/Update Members area highlighted.

Optionally, view or update members of the group
  1. Press the purple "Add Group" button to finish.

Group form with the Add to Group button highlighted.

Press the "Add Group" button to finish

The new group will immediately be available in the Groups table as well as any table that provides a filter for Groups.

Groups table with recently-added group highlighted.

The new group appears in the Groups table

Table filter for Group is highlighted, pointing the the new group.

The new group is available in the other tables, filter by Groups, Primary Groups, or Secondary Groups
Examples of groups in the Presto Assistant system
  • First Period
  • Second Period
  • Spring Trip
  • Booster Officers
  • All-Region
  • All-State

Next steps #

  • Use the Groups table selection checkboxes to send an email to an entire group, send a financial statement, or add to other groups.
  • In any place where you can select members from the People Picker, filter by group to select your members more quickly.

Tip

Since you can add any student, parent, or director to a group, you can make any combination you need. This will be a big time-saver if you are doing the same actions for a consistent group of members.

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