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Group Members

Once you have created a group, the next step is adding members. From a group's detail page you can search for people, add them to the group, assign leaders, send messages, and export the member list. Managing group membership is essential for coordinating ministries, small groups, and teams.

Before You Begin

  • You need at least one group set up in B1 Admin. See Creating Groups if you haven't created one yet.
  • The people you want to add must already exist in your People directory.

Adding Members to a Group​

  1. Navigate to the Groups page and click on the group you want to manage.
  2. Click the Members tab.
  3. In the search box, type the name of the person you want to add.
  4. Click Add next to the person's name in the search results.
  5. The person now appears in the group member list.
tip

Leave the search box blank and click Search to browse through your entire directory. This is helpful if you are not sure of the exact spelling of someone's name.

Designating Group Leaders​

Group leaders have special privileges -- they can edit the group calendar, manage events, and help coordinate the group.

  1. In the group member list, find the person you want to make a leader.
  2. Click the green key icon next to their name.
  3. The person is now designated as a group leader.

To remove leader status, click the green key icon again.

info

Any group member can view the group calendar and events, but only leaders can add or edit calendar events.

Sending Messages to Group Members​

You can communicate with all members of a group directly from B1 Admin:

  1. From the group detail page, look for the messaging area.
  2. Type your message in the text box.
  3. Click Send.

Your message will be delivered to all members of the group.

Emailing Group Members​

You can send formatted emails to all members of a group:

  1. From the group detail page, click the email icon.
  2. The Send Email dialog opens, showing how many members will receive the email and how many have no email address on file.
  3. Optionally select an email template from the dropdown, or compose a message from scratch. Click Manage Templates to create or edit templates.
  4. Enter a subject line. You can insert merge fields by clicking the field chips: {{firstName}}, {{lastName}}, {{displayName}}, {{email}}, {{churchName}}.
  5. Compose the email body using the HTML editor. The same merge fields are available here.
  6. Click Send.
  7. A summary shows how many emails were sent successfully and how many members were skipped (no email on file).
tip

Create reusable email templates for recurring communications like weekly updates, event announcements, or prayer requests. Templates save time and ensure consistent messaging.

Exporting Group Data​

To download the group member list as a file:

  1. From the group detail page, click the download icon.
  2. A CSV file containing the group's member information will download to your computer.

This is useful for creating printed rosters, importing data into other tools, or keeping offline records. For more export options, see Exporting Data.

Removing Members​

To remove someone from a group, locate their name in the member list and click the remove button next to their entry.

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Removing a person from a group does not delete them from your church directory. They will still appear in the People section and can be re-added to the group at any time.