There are three different roles in Groups:
- Group Members can access any private groups they belong to, view the exact location of events for their group, and access any group resources.
- Group Leaders can access the admin group pages for the groups they manage.
- Administrators can do the same administration tasks as Group Leaders, and they can also add and delete Administrators and Group Leaders.
Only Organization Administrators can see information for people across Planning Center apps. Groups Administrators can view information about all people in the Groups database; however, Groups Admins can't participate in a group chat for a group they're not a member of.
Administrators and Leaders have the following permissions:
- Administrators can add and remove group members and edit member information. Administrators can also give Leaders additional access to search the People database from the group Settings page.
- Leaders can either add or invite people to a group, depending on the access settings for the group. Leaders can also remove people from a group, but they cannot edit member information.
The following table shows who can add, remove, or edit member information.
| Task | Permission |
|---|---|
|
Add an individual to a group |
Administrators and Leaders with access to People database |
|
Invite an individual to a group |
Leaders without access to People database |
|
Add multiple people to a group |
Editor or Manager permissions in People |
|
Accept or reject membership requests |
Administrators and Leaders |
|
Edit member information |
Administrators |
|
Remove a member from a group |
Administrators and Leaders |
Group Members
Group members are people who have been added to a group by either an Administrator, a Group Leader, or have added themselves to a group using Open Signups.
There are different ways to join a group, depending on the group type. After joining a group, members can log in to:
- Access any private groups they may be a member of.
- View contact information for their leaders or other members (as dictated by the group's member listing settings).
- View the exact location of group and event locations.
- Access any group resources.
- Manage their personal contact information.
Group Leaders
Group Leaders can create events, add resources, and communicate with group members once they log in to the administrative side of Groups. However, they can only access the groups that they are leaders for.
A Group Leader logs into the Groups admin page using their email address and password. After logging in, group leaders will see all groups that they are members or leaders of in the My Groups tab.
Leaders can update events, resources, and other settings for groups they lead.
Once logged into Groups, Group Leaders can do the following for their groups:
- Add and remove members and communicate with group members.
- Manage the group's calendar by adding and removing events.
- Add and remove group resources.
- Modify the group information, such as name, description, contact information, location, and group image.
- View various group reports.
- View attendance reports.
A person can also be added to a group by joining the group.
Some group settings within the administrative side of Groups can be configured to limit what group leaders can do. Only Administrators can make changes to those settings.
Administrators
Groups Administrators have unlimited control in Groups. They can access all groups and group members, set up group types, edit group status, and access settings otherwise inaccessible to leaders.
Groups Administrators can also do everything that Group Leaders can do.
To add an Administrator, go to the People page on the Admin side of Groups. Click Add Administrator, and then enter the name of the person. If the person is not already in your database, create a new person.
To remove an Administrator from Groups, go to the Administrator's profile, click the Actions menu, and select Permissions.
You can filter the People list to show a list of Administrator profiles.
Click Remove admin access to remove the person's Administrator permissions.
Administrators can also delete a person, but deleting removes the person from Groups entirely. Any history recorded will be deleted forever.
Administrators can promote group members to Leaders from a group Members tab. In the Member list, click the icon next to thee person's role.
Access to Group Member Information
The table below shows the access for different roles in Groups to members' contact information.
| Role | Default Access | Additional Settings |
|---|---|---|
| Administrator | In Giving, Administrators can view and edit contact information for any group member in Groups. | If an Administrator is also a People manager, they will be able to access and edit additional information about the person from their People profile. |
| Leader | Leaders can see the basic contact information (email and phone number) for members in their groups. | If Admins give the leaders of a group permission, they can search the church database when adding new members and see basic contact information for anyone in the congregation. |
| Group member | On Church Center, group members can see the names of fellow group members, as well as any other details other members choose to share. |
Group members can set sharing settings for their profile picture, email, and phone number according to what they want to be viewable to other members on Church Center. |
| Non-group member | On Church Center, non-group members can't see any information about group members. | Group leaders or Administrators can adjust group settings to show the first name of a group leader and allow non-members to contact the contact person for the group from Church Center. |