Adding a Person to a Group

You can add a person to one or more groups directly from their profile page. When you add someone, you set their permission level, group function, team skills, dates, and any custom fields the group type requires. You can also trigger workflows at the time of adding.

See Groups for more about creating and managing groups.

Before You Begin

• You must have the Add People to Groups permission in your role, or be an Administrator of the group you want to add the person to.
• The group must already exist in infoodle before you can add someone to it.
• If the group is set to Admin Only, only group Administrators can add or remove members, regardless of your role permissions.

How to Add a Person to a Group

1. Search for and open the person's profile page
2. Click the Groups tab
3. Click the Add to a group button at the top of the tab
4. A form will appear. Use the dropdown to search for and select the group you want to add them to
5. Fill in the group membership details (see Group Administration Form Fields below)
6. Click Save

The person will now appear in the group's member list, and the group will appear on their Groups tab.

Group Administration Form Fields

When adding a person to a group (or editing their existing membership), the following fields are available. Fields shown depend on the group type's visibility settings — not all fields appear for every group.

Permission (required)

Sets the person's access level within the group:

If the group has child groups, you will see an option to also change permission in all parent groups — this updates their level in parent groups where they have no other child group membership.

Function (optional)

A role or function the person performs within the group — for example, "Treasurer" or "Worship Leader." The available options are set up in your site's lookup tables. This field only appears if the group type is configured to show it.

Team Skills (optional)

One or more skills the person brings to the group. Hold Ctrl (Windows) or Cmd (Mac) to select multiple skills. Only skills that have been made visible for this group type will appear. This field only appears if the group type is configured to show it.

Date Joined (optional)

The date the person joined the group. If left blank, today's date is used. Changing the permission to Past member will reveal a Date Left field.

Date Left (optional)

Appears when the permission is set to Past member. Records when the person left the group.

Custom Fields (optional)

Some group types have additional custom fields — for example, a "Member Status" or "Small Group Role" field. These appear below the standard fields and vary by group type. You will only see fields you have permission to view and edit.

Workflows (optional)

If the group has workflows configured, an optional Workflows section will appear at the bottom of the form. You can select which workflows (if any) to run when saving the new membership.