Utilizing and Managing Groups

Groups can help you organize families and individuals into custom lists, such as classes, committees, ministry teams, or care groups.

With Groups, you can:

• create a group
• add a description
• mark a group as private
• add families or individuals
• assign leaders
• remove members
• delete a group
• restore a deleted group within 7 days

Open the Groups page

From the Admin dashboard, go to Groups.

On this page, you may see:

• Add Group
• Deleted, if deleted or inactive groups are available to restore
• a list of existing groups with Edit and Delete options

Each group may also show:

• a description
• member counts
• leader names
• a lock icon if the group is private

Create a group

1. Click Add Group.
2. Enter a Group Name.
3. Optionally add a Description.
4. Turn on This group is private if needed.
5. Click Save.

Edit a group

1. Find the group you want to update.
2. Click Edit.
3. Update the group details.
4. Click Save.

Add families to a group

Use this option when the entire household should be part of the group.

1. Open the group in Edit mode.
2. Under Add Families, select one or more families.
3. Click Add.

When you add a family, all adults and children in that family are included in the group.

Add individuals to a group

Use this option when only specific people should be included.

1. Open the group in Edit mode.
2. Under Add Adults or Children, select one or more people.
3. Click Add.

Assign a group leader

1. Open the group in Edit mode.
2. Find the member you want to promote.
3. Click Make Leader.

The member will move to the Group Leader section.

Remove leader status

1. Open the group in Edit mode.
2. Find the leader.
3. Click Remove as Leader.

This keeps the member in the group but removes the leader role.

Remove a member from a group

1. Open the group in Edit mode.
2. Find the family or individual you want to remove.
3. Click Remove.

Removing someone from a group does not delete them from the directory.

Delete a group

1. Go to Groups.
2. Find the group you want to remove.
3. Click Delete.
4. Confirm the deletion.

Deleted groups can be restored for 7 days.

Restore a deleted group

1. From the Groups tab, Click Deleted.
2. Find the group you want to restore.
3. Click Restore.

Restoring a group also restores its membership.

Tips

• Use Add Families when the whole household belongs in the group.
• Use Add Adults or Children when membership is person-specific.
• Use Make Leader to identify key contacts.
• Private groups show a lock icon on the Groups page.

Troubleshooting

I can’t add members to a new group

Save the group first, then reopen it to add families or individuals.

I see a message saying a group already exists

Group names must be unique among active groups. Use a different name or update the existing group.

I don’t see the Deleted button

The Deleted button only appears when deleted or inactive groups are available to restore.

I deleted the wrong group

Go to Groups > Deleted and click Restore within 7 days.