Groups don't exist without people! Group Leaders and Administrators can add or remove people from the Administrative side or approve requests to join the group.
Check out this video to see how it looks to add and remove members or follow the steps below.
If you haven't already imported people into your database, use the People Import Tool to speed up the process of adding people to groups.
Add or Invite Individuals to a Group
Group Leaders can add invite people to a group or add people if they have the correct permissions. Administrators can add people to a group and allow leaders to add people.
Allowing Leaders access to the People database will reveal a member's name, phone number, email address, physical address, and whether they're an adult or child in the dropdown.
To allow Group Leaders to access the People database, Administrators can check Allow Leaders to search People database in the Settings tab for a group.
If you have permission to add new members to a group, click Add a member, search for the person's name, and select their name when it appears.
If they don't yet exist in the database, select Create a new member to add them to your database.
If you are a Group Leader, and you see the Invite a new member button, this means that you do not have permission to search the Groups database. You can click the Invite a new member button to email the person and invite them to join the group.
After the person accepts the request to join the group, they will be added to the group as a member.
If you are a Group Leader who does not have access to the People database, you can contact your Administrator to request access.
Add Multiple People to a Group
If you have access to People, use the Bulk Action tool to add multiple people to a group.
Choose Bulk Actions from the settings dropdown on the People page.
Begin typing the names of people you'd like to add to a group, and then use the dropdowns to select the appropriate group.
If you've already created a list of people, you can change Individuals to Lists and perform the action on a whole list of people instead.
Select Update x people to add the people to the group based on the role you've selected.
Accept or Reject Membership Requests
Membership requests will be visible on the administrative side of each Groups page and on the notifications page.
To approve or deny a member request to join, click either the Don't add or Add button next to the person's name.
To see the message from the person who wants to join, select View Message, and the message will expand below the request.
Whether you add or remove a person, you can choose to send them an email.
- Make sure that the correct action is showing in the dropdown.
- Enter a subject, so the person will know why you're emailing.
- Welcome the person to the group or explain why they cannot join at this time. Use this email to give them any initial necessary information.
Select Send Message to send the email to the person.
If, for any reason, you don't want the person to receive an email, uncheck the Reply box, and then click the button to add the person or reject the request.
Edit a Member's Information
Administrators can update information for members or members can update their own information. Group Leaders cannot update member information.
You can access a member profile in several different ways:
- Click the person's name in a Group Members list.
- Click the person's name in the Members tab on the Groups page.
- Search for the person from the Members tab on the People page.
When you have the person's profile, click Edit.
Make any necessary edits, and then click Save.
Remove a Group Member
An Administrator or Leader can remove a member from a group on the Members tab. Choose the dropdown under Member Actions on the same line as the person then select Remove from group.
All Group Leaders, other than the leader who removed the person, will receive an email letting them know that the member has been removed.
When a person is removed, their information is still available in the database through People. To fully remove the person from the database, make them inactive.
The only way to fully remove a Visitor from a group is to remove them while taking attendance for the group. Make changes before submitting attendance because once attendance is submitted, the delete option goes away until the next attendance request.