How do I set up Subgroups?

Subgroups are a great way to organize all of the groups in your church or organization. Members of a subgroup are automatically made members of its parent group(s).

To create or edit subgroups: (*note: only visible to Super Admins)

  1. Click the ‘More’ button (gray button with 3 dots on it) located under your church or organization’s name.
  2. Select the ‘Manage Groups’ option.
  3. A gray ‘Manage your groups’ column will appear to the right.

Subgroup Hierarchies

A group can be classified in one of  3 levels:

  1. Top-Level Group
  2. Mid-Level Group
  3. Bottom-Level Group

 *note: Each new group will appear at the top of your group list as a standalone Mid-Level Group.

Creating Subgroups

To make an existing group a subgroup of another group:

  1. Click the ellipsis icon to the right-hand side of the group name.
  2. Select the group you wish to make it a subgroup of.

To make an existing group a Top-Level group:

  1. Click the ellipsis icon to the right-hand side of the group name.
  2. Select the ‘Make this a top-level group’ option. 

*note: Any member added to a Mid-Level Group is automatically added to the Top-Level Group, and any member added to a Bottom-Level Group is automatically added to both the Mid-Level Group and the Top-Level Group.

Deleting Subgroups

To delete any group:

  1. Click on that Group in the column on the left (*note: you are not in 'Manage Groups' mode when deleting a group).
  2. Click on the Group Settings icon (it looks like a cog wheel) in the top-right hand corner of the page.
  3. A Group Settings pop-up window will appear and the trashcan icon in the bottom left corner deletes the group.

    What happens when I delete subgroups?

  1. If you delete a Top-Level Group, the Mid-Level Group(s) and any Bottom-Level Groups associated with them simply move to the top of your list of groups where Mid-Level Groups assigned no Top-Level Groups are listed.
  2. If you delete a Mid-Level Group or Bottom-Level Group, you are asked if you wish to:
    1. 'Keep members subscribed to parent groups' - all members in the subgroup will remain in the parent groups; or
    2. 'Just delete the group' - any member who was originally only a part of that specific subgroup will be removed from the parent groups within that subgroup hierarchy 
  3. If a Mid-Level Group that is deleted had Bottom-Level Groups assigned to it, those Bottom-Level Groups are bumped up to Mid-Level Groups.

Additional Subgroup Information

  1. You can have unlimited Mid-Level Groups under a single Top-Level Group and you can have unlimited Bottom-Level Groups under a single Mid-Level Group.
  2. If you move a subgroup out from under a group, any members that were originally only a part of that specific subgroup within that subgroup hierarchy will be removed from the parent groups.
  3. If you make a Top-Level Group or a Mid-Level Group Closed or Hidden, then all subgroups of that group that do not already have a stricter privacy setting will also become Closed or Hidden.
  4. To rearrange existing subgroups, click, hold, and drag the handles icon (looks like up and down arrows) to the far right-hand side of the group name. This will allow you to reorder groups within the same subgroup hierarchy or to reorder subgroup hierarchies with each other.

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