Basics

• The My Groups page of the Portal allows an authenticated user to view the Groups they are a part of so long as:
  • The individual is a current participant in the Group,
  • The Group is current (today's date is between the Group Start Date and End Date), and
  • The Group's Available Online field is set to True.
• Group Participants with a Group Role Type of Participant or Servant can:
  • View the Group's Name, Description, Meeting Time, Meeting Location and Primary Contact,
  • View the Group roster and their basic contact information (except for individuals whose Email Unlisted and/or Mobile Phone Unlisted fields are set to True), and
  • RSVP to Group-specific Events.
• The Primary Contact and Group Participants with a Group Role Type of Leader can do the above as well as:
  • Add, edit and remove Group Participants, 
  • Manage pending Group Inquiries from Group Finder,
  • Email all Group Participants (each person receives their own email), 
  • Edit Group information
  • Manage the Group calendar,
  • Send an invite email,
  • Remove a Group Event, and
  • Post Event attendance.
• Primary Contacts can do the above as well as:
  • View sub-Groups as a Participant. 
• There is currently no way to limit the functionality of the Primary Contact and Leaders. Additionally, there can only be one Primary Contact, but several Group Participants with a Group Role Type of Leader.

Initial Setup

Video Topics: My Groups