PSFS Family Directory - Workgroups: How to add and delete families from a workgroup

How to add and delete families from a workgroup


Adding Families to a Workgroup

Deleting Families from a Workgroup

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Adding Families to a Workgroup

  1. Click Family Workgroups.

  1. If necessary, select the organization.

  2. In the Workgroups section, select the desired workgroup's link to display its member families. For example, select the Festival Committee workgroup to view its members:

  1. Click Add Families to display the Add Families to Workgroup window:

  1. To add a family, you must first search for the family in your database. Complete one or more of the Family Search fields. Then, click Search. For example, to add the Anibas family, type "Anibas" in the Last Name field. Then, click Search. The application searches the database for the family and displays its results at the bottom of the window. For example:

  1. Select the family that you want to add to the workgroup. Then, click Accept. You return to the Family Workgroups page. The family you selected is added to the workgroup and its name appears in the list of member families.

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Deleting Families from a Workgroup

  1. Click Family Workgroups.

  1. If necessary, select the organization.

  2. In the Families in Workgroup section, select the desired workgroup's link to display its member families. For example, select the Festival Committee workgroup to view its members:

  1. Select one or more families that you want to delete. For example:

  1. In the Families in Workgroup toolbar, click . A message is displayed to let you know how many families records will be removed from the workgroup.

  1. Do one of the following:

  • Click OK to delete the families from the workgroup. You return to the Family Workgroups page. The selected families are no longer listed in the workgroup.

  • Click  Cancel to cancel the deletion. You return to the Family Workgroups page. The selected families are still in the workgroup.

 


Related Articles

About the Family Workgroups Page

How to add and delete family workgroups 

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