Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.

In the Families module, navigate to Family Directory > Family/Member Workgroups:

Create a Family/Member Workgroup

1. In the Workgroups section, click  to display the Add Family/Member Workgroup window.
2. An asterisk indicates a required field.
3. Type a name and description for the workgroup. The character limit for the Name field is 100 characters.
4. Do one of the following:
   • Click Save to save the workgroup. You return to the Family Workgroups page. The workgroup is listed in the Workgroups section. 
   • Click Cancel to exit the window without saving your workgroup information.

Delete a Family/Member Workgroup

1. In the Workgroups section, check the box of the workgroup to delete.
2. Click  to delete. You are prompted to confirm the deletion.
3. Do one of the following:
   • Click OK to delete the workgroup. You return to the Family/Member Workgroups page. The workgroup is no longer listed in the Workgroups section.
   • Click Cancel to prevent the deletion. You return to the Family/Member Workgroups page. The workgroup is still listed in the Workgroups section.

Updated April 09, 2025 20:32