Please take notice this article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.

1. In the Families module, navigate to Family Directory > Family/Member Workgroups:
2. In the Workgroups section, check the box next to each workgroup you want to combine.
3. Click the merge icon, :
   
4. The Create New Workgroup from Selected Groups window is displayed: An asterisk (*) indicates a required field.
   
5. Type a name and description of the new workgroup.
6. Do one of the following:
   • Click Save to save the workgroup.
   • Click Cancel to exit the window without saving your workgroup information.
7. You return to the Family/Member Workgroups page. The newly combined workgroup is listed in the Workgroups section.

Updated June 25, 2025 19:36