Introduction to Groups
Teams represent things like Small groups, Connect groups, Year levels or Bands and Volunteer teams.
Each Contact can have a specific assigned position within a team. Each contact can be a member of multiple teams at once.
Teams can be assigned and rostered to specific events.
Teams and groups can be enabled to allow people to join/leave membership at their leisure.
Groups and Teams - Introduction
From your Homepage, go to People, Select Overview, and then select Groups and Teams.
Now go to the dropdown and select Define a new type of group.
Give your new team type a name and definition.
Then you can add some default positions to your team, just click Add Position.
Give the position a title and check the box Request Group Reports if you would like this team member to be responsible for reporting on the group.
This means they will get a notification message after team meetings and other such events requesting they submit a report.
Add as many new positions as you need in the group.
You can also add more fields to the positions.
Click the Manage Fields tab at the top and add the name of your new field along with any parameters.
For more information on managing fields, see the tutorial Custom Sheets.
Once completed make sure to save.
Go to the Positions tab and you will see the positions that you created for your group.
Click the More dropdown to select the member that you would like to assign to each position.
Add more than one person to each role if required.
You can also edit some of the details about the role, such as the permissions and whether to make that person a reporter.
Go to the Members tab to add members to the group who don’t necessarily have specific positions in the group.
Adding group members is easy.
Click on the search icon under the group members heading and select the desired contacts to add to the group.
Once added be sure to save your group.
Adding Contacts to Groups
From your Homepage, go to People and select Contacts.
Select the contacts from the list that you want to add to your team and the side menu will open.
Select Add to Group.
You will see a pop up asking you whether you want to create a new group or add these contacts to an existing group.
If you add to an existing group, select the group or groups from the dropdown, then click done to add your contacts.
Now, to check if the new members have been added to the group, navigate to Groups and Teams and check the number in the members columns.
Click on the group to open it up then select the Members tab to check the list of members including the contacts you have added.