---
title: "Group setup"
date: "2024-01-09T13:46:55+00:00"
summary: "Learn how to set up groups in Acquia Optimize for CivicPlus CMS users. Step-by-step methods using web page metadata or content data."
image:
type: "page"
url: "/web-governance/group-setup"
id: "3fd9dab3-ce6f-456e-b514-f3930d87f80a"
---

Introduction
------------

This document gives supplementary instructions specific to CivicPlus on how to set up groups.

If you use a CivicPlus-operated CMS (website builder), the following methods provide instructions for how to create domain groups in Web Governance.

Note

Only users with Admin permissions can create and administer groups.

Method 1: Use web page metadata
-------------------------------

This method is currently only applicable to WebCentral users.

Websites built with some CMS systems, for example, automatically add a breadcrumb structure on every sub-page of the website. Here is a screenshot of a breadcrumb:

![An example of a breadcrumb navigation: Home > I Want To > Pay > Dog License Fees.](https://acquia.widen.net/content/e8e2958e-0a29-4641-9e85-583445203b7a/web/Mon_groups-CivicPlus-Breadcrumb.png)

As a website owner, you may want to create domain groups that contain pages that belong to a certain section of a breadcrumb.

**Example**

Based on the breadcrumb structure in the screenshot above, you want to create a domain group in Web Governance that contains all pages in the section titled "Pay".

The CMS automatically populates the name of each breadcrumb section in the website source code. The following example uses "Pay" for the domain group setup.

1.  Navigate to any page on your website that contains a breadcrumb with the name of the section that you wish to base the domain group on, in our case, locate to the section titled _Pay_. Make sure that you access the actual published web page. Do not navigate to it through your CMS.
2.  Right-click anywhere on the web page and click **Inspect**. The system opens the DevTools window and you can see the web page source code.
3.  Search in the source code for the word "Pay" and locate an element with the following format:  
    ​`<meta name="categoryX" content="Xyz">`  
    In this example, it would look like this: `<meta name="category2" content="Pay">`
4.  Log in to your Web Governance account and create a domain group.  
    For more information, visit [Create and Configure Groups](/node/58456).
5.  Create a rule that targets metadata with the following configuration:
    
    ![The Rules configuration: Metadata that Contains Category2 Pay is Included.](https://acquia.widen.net/content/d6e220e8-8c1e-4ba0-bc7e-90260f0fad7a/web/Mon_CivicPlus-Rules-Metadata-Contains-Category2-Pay-Included.png)
    
6.  Save your domain settings and either update groups or re-scan your domain.

Method 2: Use web page content data
-----------------------------------

Websites that are built with a CivicPlus-operated CMS automatically add a breadcrumb structure on every sub-page of the website. Here is a screenshot of a breadcrumb:

![An example of a breadcrumb navigation: Home > I Want To > Pay > Dog License Fees.](https://acquia.widen.net/content/e8e2958e-0a29-4641-9e85-583445203b7a/web/Mon_groups-CivicPlus-Breadcrumb.png)

As a website owner, you may want to create domain groups containing pages that belong to a certain section of a breadcrumb.

**Example**

Based on the breadcrumb structure shown above, create a domain group in Web Governance that contains all pages in the section titled "Pay".

1.  Navigate to any page on your website that contains a breadcrumb with the name of the section that you wish to base the domain group on, in our case, locate the section titled _Pay_. Make sure that you access the actual published web page. Do not navigate to it through your CMS.
2.  Right-click on the **Pay** link in the breadcrumb and then select **Inspect**. The system opens the DevTools window and you can see the web page source code.
3.  An `<a>` element is highlighted in the code. Right-click on it and then select **Copy** > **Copy element**.
    
    ![The location of the Copy Element option.](https://acquia.widen.net/content/85a32dd3-27f2-4cfa-8626-ad24278b9044/web/Mon_CivicPlus-CMSSetup-CopyElement.png)
    
4.  In Web Governance, create a domain group with **Content** as the rule type. Paste in the code from your clipboard.
    
    ![The Rules configuration: Content that Contains Snippet is Included.](https://acquia.widen.net/content/32e863a6-9240-4dee-b59d-029d768c35f0/web/Mon_CivicPlus-Rules-Content-Contains-Snippet-Included.png)
    
5.  Save your domain settings and either update groups or re-scan your domain.

Additional resources
--------------------

For instructions on how to create, administrate, and configure groups, visit [Create and Configure Groups](/node/58456).