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Member Groups

Estimated reading time: 1 min

Congregate allows you to create and place members into an unlimited number of member groups. Member groups are used site-wide, including in your directory, attendance tracker, message center, etc.

Creating a Member Group

    1. To create a class, click “New” under Church Membership > Member Groups inside Congregate Admin.
    2. Enter the name of the member group in the “Name” field.
    3. If you wish for this group to appear as a filter option on your member directory, click the “Display” checkbox to make the group visible on your website.
    4. Click “Add” to save your interest. Click “Cancel” to cancel.

Managing Member Groups

To add, edit, or remove groups, click “Manage” under Church Membership > Member Groups inside of Congregate Admin. There you will find a list of all your groups.

Click “New” to add a group.

To edit a group, simply click its title or edit icon.

To permanently remove a group, click its trashcan icon.

To bulk update groups, check the checkboxes next to the applicable groups and select the following from the “Checkbox Options” dropdown menu: delete. Then click “Apply.”

Assigning Members to Groups

You can assign members to groups or groups to members – whichever is easiest for your setup.

Editing by Member Group

Click “Edit by Group” under Church Membership > Member Groups inside of Congregate Admin. Select the group you wish to edit from the “Group” menu.  Check or uncheck members to include or exclude them from the group. Click “Save” to save your changes.

Editing by Member

Click “Edit by Member” under Church Membership > Member Groups inside of Congregate Admin. Select the member you wish to edit from the “Member” menu. Check or uncheck groups to include or exclude the member from each. Click “Save” to save your changes.

Viewing All Member Groups

To view a list of all your member groups and their members, click “View All Groups” under Church Membership > Member Groups inside of Congregate Admin. There you will find a list of all your groups. Click a group name to expand and see its members.

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