A Group is a collection of People, all of which occupy Roles within the Group. Groups can be used to represent organization, educational, and social constructs within the church.

For example, a Group may be "Friday Night Bible Study." Roles within this group may be Leader, Assistant Leader, and Member. If 16 people are assigned to this group, 13 may occupy the Role of Member, 2 may occupy the Role of Assistant Leader, and 1 may occupy the Role of Leader.

1. From the left menu, click on "Add a New Group."
2. Complete the form.
3. Press Save.

When a new Group is created, a Role of "Member" is automatically created and assigned as the Default Role for that Group. (You may immediately change the name of this role, however.)

1. From the left menu, select Group List.
2. Click on the desired Group.
3. Click on "View Roles for this Group". This will list all the Roles available to that Group.
4. Type the name of the desired new Role in the input box, and press "Add."
5. The new Role should appear in the list below the box.

Every Group has a Default Role, which is simply the "standard" Role for a Member of that Group. For a class, for instance, the Default Role might be Student, because 95% of the people in the class will be Students. There will be other Roles -- Teacher, Assistant Teacher, etc. -- but most everyone will be a Student, so that's the Default Role.

Default Roles allow you to quickly add new Members to a group. If you have 200 People in your Cart, you don't have to specify Roles for every record to dump the Cart to a Group, they are simply added as the Default Role. This also allows quick sorting of the organizers of a Group. The Group View producers all Members of a Group who do not occupy the Default Role, which are usually the organizers and administrators of the Group.

1. From the left menu, select Group List.
2. Click on the desired Group.
3. Click on "Edit this Record"
4. Change the Default Role in the drop-down menu. This will show all Roles available for this group.
5. Press "Save"

1. Add the desired people to your Cart.
2. When you have the desired people in the Cart, from the left menu, select "Empty Cart to Group"
3. On the resulting screen, select the desired Group, then press "Add to Group:

All members of the cart will be added to the specified Group IF they do not already exist in that Group. If a Person in the cart already exists in the specified Group, that Person will not be added again.

All People will be added to the Group in that group's Default Role.

1. From the left menu, select "List Groups."
2. Click on the desired Group.
3. Click on "View Members".
4. Find the desired Member and click on "Change Role".
5. Select the new Role from the drop-down list.
6. Press "Update".