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.
Adding Members to a Group
- Navigate to the Groups page and click on the group you want to manage.
- Click the Members tab.
- In the search box, type the name of the person you want to add.
- Click Add next to the person's name in the search results.
- The person now appears in the group member list.
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.
- In the group member list, find the person you want to make a leader.
- Click the green key icon next to their name.
- The person is now designated as a group leader.
To remove leader status, click the green key icon again.
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:
- From the group detail page, look for the messaging area.
- Type your message in the text box.
- Click Send.
Your message will be delivered to all members of the group.
Exporting Group Data
To download the group member list as a file:
- From the group detail page, click the download icon.
- 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.
Removing Members
To remove someone from a group, locate their name in the member list and click the remove button next to their entry. The person will be removed from the group but will remain in your church directory.