Group Sponsorships let organizations share one customized version of My CFI Book, lesson plans, slideshows, and related resources. The group owner controls membership and editing access, while everyone in the group sees the same shared content.
Group Roles
Every person in a group has one of three roles:
| Role | What the User Can Do |
|---|---|
| Member | View the group's Book Pages, lesson plans, slideshows, and other shared material. Members cannot change the group's content or settings. |
| Editor | View and customize the group's Book Pages and lesson plans. Editors can also arrange shared content and manage the group-page menu setting, but they cannot assign roles or remove users. |
| Group Owner | Manage the Group Sponsorship, members, editing access, group access code, and group settings. The owner can also edit the group's shared content. |
Everyone who joins with a group access code begins as a Member. The group owner can later change that person to an Editor.
Starting a Group
The person who purchases a Group Sponsorship becomes the group owner. During checkout, the purchaser selects the group size, provides the organization or group name, and creates a group access code.
The selected plan determines the number of available group slots. The group owner occupies one slot, and every Member or Editor occupies one additional slot.
Inviting People to the Group
The group access code acts as an invitation. The group owner shares it directly with the people who should join. MyCFIBook.com staff do not distribute a group's access code.
An access code must contain 3–15 characters and cannot contain spaces. Choose something that is difficult for an unauthorized person to guess but easy for the intended members to enter correctly.
The group owner can review or change the code from the Group Settings section of the Site Settings page. Changing the code changes how new users join; it does not remove people who are already members.
Joining an Existing Group
To join a group, obtain the access code from the group owner and use it when registering for your MyCFIBook.com account. The registration form also asks for your first and last name.
- Open My Account while logged out.
- Enter the group access code and your account information in the registration form.
- Complete registration and sign in. You will initially join as a group Member with view-only access.
If the code is not accepted, confirm it with the group owner. Registration can also be blocked when the group has filled all of its available slots. If you already have an account that is not connected to the group, use the contact form for assistance.
Managing Members and Editors
Group owners and editors can open My Group from the dashboard to see the group's member list. The page also explains each role and shows the group's current usage.
The group owner can use the member table to:
- Change a user between Member and Editor.
- Remove a user from the group.
- See how many group slots are filled.
- Review the group access code and, when contributions are enabled, contribution-point information.
Editors can view the member list, but only the group owner can change roles or remove users.
Group and Personal Settings
Group owners and editors have a Group Settings section on the Site Settings page.
- Display Group Page in Website Menu: Select Yes to add the Group Page link to the website menu for the group's users. Select No to keep the page out of the menu.
- Group Access Code: The group owner can review or change the invitation code used by new members. Editors cannot change this code.
Other Site Settings—such as PDF appearance, lesson-outline display, and slideshow preferences—belong to the individual user. Group members can therefore choose their own display preferences without changing the shared group content.
Shared Book Pages and Lesson Plans
Changes made by the group owner or an Editor become part of the group's shared version. Members see those changes when they view Book Pages, lesson plans, slideshows, and generated materials.
Owners and Editors can also arrange Book Pages and lesson plans, manage custom categories, and change lesson-plan elements. These actions affect the shared group presentation rather than creating a separate version for each Member.
Billing and Group Access
The group owner is responsible for purchasing and renewing the Group Sponsorship. Members and Editors do not need to purchase separate memberships while the Group Sponsorship provides their access.
If the Group Sponsorship expires, membership-restricted group access ends until the owner renews it. The owner can review renewal options from the My Membership page.
Leaving a Group
A Member or Editor can leave a group from My Account > Account Details. In the Group Membership section, select Leave this group and save the account changes.
A user must leave the current group before joining a different one. Leaving also ends access supplied by the current Group Sponsorship.
If you need help with a group account, access code, or existing registration, submit the contact form.