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How do I manage group members?

Describes how to add, edit, and remove members of a group.

You will need the Full Write Groups permission to perform these actions, or you must be an admin on the group.

From Groups in the left-hand menu, click the group that needs to be managed. On the group's page, click the Members tab. The tab label shows the current member count next to it.


Adding a member

Click + Add New above the member table to open the Add Group Member dialog.

  1. On the General tab, start typing a name into the Person field and select the matching person from the dropdown. This field is required.

  2. Switch to the Access tab to grant special group permissions to this member. Each checkbox controls one capability — for example, Can manage events. Leave them all unchecked for a regular member; check the desired ones needing to be delegated by a group admin.

  3. If adding several people, check Keep open to add another before saving. The dialog stays open after clicking Save to add the next person.

  4. Click Save. The new member appears in the table immediately.

Tip: To add many people at once, build a query in Reporting > Query Builder, then use Bulk Actions > Add to group to add the entire result set. See How do I add people to a group? for the full walkthrough.


Editing a member

Use editing to change a member's access, role, or position inside the group.

  1. Find the member in the table. Click the ⋯ (3-dots menu) at the left end of the row and choose Edit.

  2. Adjust the fields on the General or Access tab.

  3. Click Save.


Removing a member

There are two ways to remove people from a group, and they behave differently. Pick the one that matches the desired outcome.

Drop from roster (keeps history)

Dropping marks the member as no longer active but keeps the membership record intact so the person's attendance history with the group is preserved. By default dropped members are filters out from the member listing.

  1. In the member table, check the boxes next to one or more members desiring to drop.

  2. Click Bulk Actions above the table and choose Drop from roster.

  3. Confirm the action.

Delete (removes the membership record)

Delete removes the membership record entirely. Use it when someone was added in error. To delete:

  • For a single member — open the (3-dots menu) on the row and choose Delete.

  • For several members at once — check the rows and choose Bulk Actions > Delete.

Warning: Deleting a member removes their attendance, position, and membership history with this group. Drop from roster instead to see this person's group history later.


Filtering and customizing the table

Above the member table, three controls help focus the list:

  • Filter — opens a filter panel for narrowing the list (for example, to only show dropped members or members of a specific position). A badge on the button shows how many filters are active.

  • Columns — opens a side panel to check or uncheck the columns shown in the table. Drag column rows to reorder them.

  • Show … per page — controls how many rows appear on each page of the table.


Exporting and messaging members

The Actions button above the member table operates on every member currently in the table (after any filter is applied). Options include:

  • Export — download the current member list as a CSV.

  • Send email / Send text — message everyone in the current view.

  • Download check-in roster — print-ready PDF for use at a meeting or class.

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