Domains› Engagement› Groups› Manage Groups (Group Viewer)›

Edit a Group

Clicking the Edit button from the detail section will allow you to edit information about the group and provide additional configuration settings.

The key features of the edit screen are discussed below.

  1. Name - Update this field to change the name of the group.
  2. Active - You can inactivate the group by deselecting this checkbox. See 
  3. Public - Only groups that are marked as Public can be viewed in the 
  4. Description - Providing a good description for the group lets people know what the group is all about.
  5. Group Type - Changing the group type of an existing group is possible, but it does have some consequences. All group attribute data for the group will be lost if the group type is changed.
  6. Parent Group - Changing this will move the group to a new parent in the hierarchy. Removing a parent group will move the group to the root or top of the tree.
  7. Administrator - Select the individual who is responsible for administrating the group. This will only appear if 
  8. Security Role - This option will enable the group to operate as a security role. The members of the group will be granted access to whatever privileges the group is granted.
  9. Campus - Providing an optional campus will link the group to a specific campus. This isn’t shown if you have only one campus.
  10. Require Signed Document - This setting is only used if you have a legacy signature provider in place. If you're using a legacy signature provider like SignNow, you'll need to transition to the native electronic signature features in Rock soon. In a future release the 
  11. Meeting Details - This area allows you to add locations and times based on the configuration provided through the group type.
  12. Group Attribute Values - Any group attributes values added by the group type will be available here for editing.
  13. Member Attributes - In this area, you can configure attributes to be assigned to each member of the group. These attributes will be available for editing when adding or editing group members.
  14. Group Member Workflows - This section allows you to configure workflows that will be launched when specific events occur with group members.

Note

More Information Below
You may notice that we skipped over a few sections above. Additional information on these areas is provided in later chapters of this guide.

Inactivating a Group

If enabled in the Group Type settings, you’ll be prompted to provide additional details after inactivating a group.

  1. Inactive Reason - Select a reason for inactivating the group. Depending on the 
  2. Inactive Note - Additional details can be recorded here for future reference. For instance, you might indicate why the group was made Inactive. Notes are optional, even if a reason is required.
  3. Inactivate Child Groups - If there are child groups, you can choose whether to inactivate them also. You’ll be given this option any time an inactivated group has child groups.

The list of Inactive Reasons is maintained under Admin Tools > Settings > General > Defined Types > Inactive Group Reasons. You can restrict which Group Types the reason can be applied to. If no Group Types are selected, the reason can be used with groups of any type.

Add a Group Group Types