The Family/Member Workgroups feature in the Families module allows you to organize and manage groups of families or individual members efficiently. Workgroups are useful for segmenting your directory into smaller, purpose-driven groups—such as committees, ministries, or event participants—making communication and administration easier. This article provides step-by-step instructions for creating and deleting Family/Member Workgroups, ensuring you can maintain an organized and up-to-date directory.

Create a Family/Member Workgroup

1. In Family Directory, navigate to the Family/Member Workgroups tab.
2. In the Workgroups section, click to display the Add Family/Member Workgroup window.
3. An asterisk indicates a required field.
4. Type a name and description for the workgroup. The character limit for the Name field is 100 characters.
5. 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 Family Directory, navigate to the Family/Member Workgroups tab.
2. In the Workgroups section, check the box of the workgroup to delete.
3. Click to delete. You are prompted to confirm the deletion.
4. 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 January 12, 2026 17:28