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
In the Workgroups section, click to display the Add Family/Member Workgroup window.
An asterisk indicates a required field.
Type a name and description for the workgroup. The character limit for the Name field is 100 characters.
Do one of the following:
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Click Save to save the workgroup. You return to the Family Workgroups page. The workgroup is listed in the Workgroups section.
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Click Cancel to exit the window without saving your workgroup information.
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Delete a Family/Member Workgroup
In the Workgroups section, check the box of the workgroup to delete.
Click to delete. You are prompted to confirm the deletion.
Do one of the following:
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Click OK to delete the workgroup. You return to the Family/Member Workgroups page. The workgroup is no longer listed in the Workgroups section.
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Click Cancel to prevent the deletion. You return to the Family/Member Workgroups page. The workgroup is still listed in the Workgroups section.
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