1. Visit grouper.tufts.edu and log in with your Tufts credentials. (If you are not on campus, you will need to use the Tufts VPN for access!)
2. Navigate to the folder that you want the new group to live in. Make sure the folder is selected and its name appears toward the top of the page.
3. Click Folder actions toward the top right, then select Create new group.
4. A form will load.
   • Create in this folder – The path to the folder you selected should automatically be displayed. This is where your new group will live.
   • Group name – Give your group a short, descriptive name.
   • Group ID – This will automatically match your Group Name. (Optional: Check the box next to “Edit the ID” if you want to change the name of the Group ID.
   • Description – Provide a more detailed explanation of your group. This description will appear at the top of the group’s page once it is set up.
5. When you’re ready, click Save.
6. Your new group will be created and is ready to use.

This section describes how to add members to a standard, non-composite group. For information on setting up a composite group, see the section “Creating a Composite Group.”

There are several ways to add members to a group – add an individual, add an existing group, import a list.

Adding an individual

1. Visit grouper.tufts.edu and log in with your Tufts credentials. (If you are not on campus, you will need to use the Tufts VPN for access!)
2. Navigate to the group that you want to add members to. Make sure the group is selected and its name appears toward the top of the page.
3. Click Add members toward the top right corner of the page.
4. In the Member name or ID field, search for an individual by name (e.g. John Jumbo). Suggestions will appear. Click on a person to select them.
5. Assign these privileges – Select “Default privileges.”
6. Start date – (Optional) Select a date for when the individual will be added to the group. If no date is selected, the individual will be added immediately.
7. End date – (Optional) Select a date for when the individual will be automatically removed from the group. If no date is selected, the individual will not have an automatic end date.
8. Click Add.

Adding an existing group

Following these steps will add ALL of the members of an existing Grouper group to another group. As membership of the added group changes, so will the membership of your group.

1. Visit grouper.tufts.edu and log in with your Tufts credentials. (If you are not on campus, you will need to use the Tufts VPN for access!)
2. Navigate to the group that you want to add members to. Make sure the group is selected and its name appears toward the top of the page.
3. Click Add members toward the top right corner of the page.
4. In the Member name or ID field, search for the group you want to add. Suggestions will appear. Click on a group to select it.
5. Assign these privileges – Select “Default privileges.”
6. Start date – (Optional) Select a date for when the individuals will be added to the group. If no date is selected, the individuals will be added immediately.
7. End date – (Optional) Select a date for when the individuals will be automatically removed from the group. If no date is selected, the individuals will not have an automatic end date.
8. Click Add.

Importing a list of members

1. Visit grouper.tufts.edu and log in with your Tufts credentials. (If you are not on campus, you will need to use the Tufts VPN for access!)
2. Navigate to the group that you want to add members to. Make sure the group is selected and its name appears toward the top of the page.
3. Click Group actions toward the top right corner of the page and select Import members.
4. In the How to specify members? field, select Copy/paste a list of member IDs.
5. In the Enter member IDs field, enter a list of members you want to add. Members can be listed in several ways, including Tufts email address (e.g., John.Jumbo@tufts.edu) or username (e.g., jjumbo01).
6. Click Validate entities to perform a lookup of the listed individuals.
7. Double-check the list of individuals.

    

8. Select Add members.
9. (Optional) Set start and end dates for group membership.
10. When you’re ready, click Submit.
11. Once the import is complete, a message will appear. Click OK to return to the group page.

A composite group is a special kind of group that is based two existing groups and the overlap between them. There are two types of composite groups. An easy way to think about it is as a Venn diagram.

• Intersect – Only includes members who are present in BOTH groups.
• Complement/Minus – Only includes members who are in Group 1, but NOT in Group 2.

   

Creating a Composite Group

1. Visit grouper.tufts.edu and log in with your Tufts credentials. (If you are not on campus, you will need to use the Tufts VPN for access!)
2. Navigate to the folder that you want the new group to live in. Make sure the folder is selected and its name appears toward the top of the page.
3. Click Folder actions toward the top right, then select Create new group.
4. A form will load.
   • Create in this folder – The path to the folder you selected should automatically be displayed. This is where your new group will live.
   • Group name – Give your group a short, descriptive name.
   • Group ID – This will automatically match your Group Name. (Optional: Check the box next to “Edit the ID” if you want to change the name of the Group ID.
   • Description – Provide a more detailed explanation of your group. This description will appear at the top of the group’s page once it is set up.
5. When you’re ready, click Save.
6. Once the group page loads, click Group actions and select Edit composite.
7. In the Composite section, select Yes.
8. Fields will appear where you can provide more information about your composite group:
   • First factor group – Search for and select the first group you’d like to use for your composite.
   • Operation – Select an option.
     • And (intersection) – If selected, only members who are present in BOTH factor groups will be included.
     • Not (complement) (minus) – If selected, only members who are in Group 1, but NOT in Group 2, will be included.
   • Second factor group – Enter the second group you’d like to use for your composite.
9. When you’re ready, click Save.

1. Visit grouper.tufts.edu and log in with your Tufts credentials. (If you are not on campus, you will need to use the Tufts VPN for access!)
2. Navigate to the group that you want to remove members from. Make sure the group is selected and its name appears toward the top of the page.
3. In the Members tab, find the Filter for menu and select Has direct membership.
4. Click Apply filter.
5. (Optional) You can search for a specific member/group name by entering part of their name in the Member name field and clicking Apply filter.
6. When you find the member or group you want to remove, click the Actions button in their row and select Revoke membership.

1. Visit grouper.tufts.edu and log in with your Tufts credentials. (If you are not on campus, you will need to use the Tufts VPN for access!)
2. Navigate to the group that you want to remove members from. Make sure the group is selected and its name appears toward the top of the page.
3. The Members tab will be displayed by default, with “All members” shown. Next to people’s names, you’ll see their membership described as Indirect or Direct.
   • Indirect – This person is part of another existing group that was added to this group.
   • Direct – This person/group was manually added to the group.
4. Find the Filter for menu and select Has direct membership, then click Apply filter.
5. An updated list will appear. This list will include individuals and groups that were added to this group.

Visualization is another way to understand how a group is set up.

1. Visit grouper.tufts.edu and log in with your Tufts credentials. (If you are not on campus, you will need to use the Tufts VPN for access!)
2. Navigate to the group you want to visualize. Make sure the group is selected and its name appears toward the top of the page.
3. Click Group actions and select Visualization.
4. Click Generate.
5. A visual of the group will be generated, including a legend that explains it.

Follow the steps below to move a group from one folder to another. This is sometimes required for deployment/publishing of a group to a service when it is ready for use, or can be done for general reorganization.

1. Visit grouper.tufts.edu and log in with your Tufts credentials. (If you are not on campus, you will need to use the Tufts VPN for access!)
2. Navigate to the group you want to move. Make sure the group is selected and its name appears toward the top of the page.
3. Click Group actions in the top right corner and select Move group.
4. A form will load. In the Move to this folder, search for and select the name of the desired destination folder.
5. When you’re ready, click Move.
6. A confirmation message will appear when the move is done. You may need to refresh your browser to see the change reflected in the lefthand folder menu.