Leader Portal Instructions: Managing Group Members

Transcription

1 2018 Leader Portal Instructions: Managing Group Members A. ADDING A GROUP MEMBER B. ADDING A GROUP MEMBER FROM PENDING GROUP INQUIRIES C. UPDATING GROUP MEMBER ROLES SHADOW MOUNTAIN COMMUNITY CHURCH 2100 Greenfield Dr, El Cajon, CA 92019

2 A. Adding a Group Member 1. Login to the Portal (see: Leader Portal Instruction Logging In) a) Go to b) Click on login in the upper right of the SMCC Home screen 2. Click on My Groups (on the right side) 3. Click on the appropriate group (left side) 4. Scroll down to View All Members 5. Click on Add Group Member 6. Enter known contact information (name, phone, ) and click Search. Any found matches will be displayed. NOTE: If your search returns no found matches, contact the small group staff to add the new participant to the database. page 1

3 7. Select the appropriate match 8. Select Group Member in the Group Role Field 9. Click Save 10. Participant added successfully! page 2

4 11. Adding a Group Member from the Pending Group Inquiries on the Portal You ll receive an for each Small Group Inquiry from the website. Contact the person to encourage them to attend, and to provide them with directions to your group meeting place. Once they are ready to join, add them to your group roster in the Groups Manager. 1. Login to the Portal (see Leader Portal Instruction Logging In) a) Go to b) Click on login in the upper right of the SMCC Home screen 2. Click on My Groups (on the right side) 3. Click on the appropriate group (left side) 4. Scroll down to View All Members 5. Click on Pending Group Inquiries page 3

5 6. Select the inquiry to work with 7. Click Search to search our database for a matching contact record. NOTE: If the search does not produce the appropriate name, the individual may be new to the system, and must be entered by Small Group Staff. page 4

6 8. If a match is found in our system, all possible matches will appear 9. Click Select next to the correct match 10. Update the Group Role by clicking on the drop-down menu and select Group Member 11. Click Save page 5

7 12. Group Participant was Created Successfully! 13. Click Back to Group Members 14. The new Group Member should now appear in your Group Roster page 6

8 12. Update Group Member Roles Group Leaders, Coleaders, and Group Admins may edit group member s roles. 1. Login to the Portal. (see Leader Portal Instruction Logging In) a) Go to b) Click on login in the upper right of the SMCC Home screen 2. Click on My Groups (on the right side) 3. Click on the appropriate group (left side) 4. Scroll down to View All Members 5. Click on the name of the Group Member to edit page 7

9 6. In the Group Role dropdown field, select the desired role 7. Click Save, then Back to Group Members 8. You should now see their role has changed NOTE: If you enter new group member s contact information and cannot find them in the search function, confirm name spelling as misspelled names will not be recognized. If you have confirmed the spelling and still get no results, the new group member may be new to our database and will require a staff member to enter their information. When sending in a request to add someone, please include all available contact information for that person. NOTE: The Send to selection allows you to those with specific responses. For example, you could use this to follow up with those who have not responded, or to send further instructions to those who plan to attend. page 8