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Group management & EcclesiaCRM

A group manager can add or remove a member to a group and only for this group.

A group manager could be define in a global or a local way:

  • Global : this manager can determine a membership in any group
  • Local : this manager will only be able to administer the membership of a specific group

Note : a group manager can add a member, who already exists in the CRM or a new one, in a group. A family can enroll itself in the CRM (see the "Self-register families" section)

Overall management of all groups

A system user can have the function "group management"

To this end:

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One edits a user:

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Click the pencil icon.

Assigns a role :

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Check the box and use the "Save" button at the bottom.

Local management of a group

One has to select the group for which a local manager will be added, and click on "+" which will open the local manager's screen

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Then click on the button "Add Manager"

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One would be able to choose the person assigned to be the local manager.

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The final result :

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