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MinistryPlatform

RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterTrust CenterGo MethodMissionInsite

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Initial Setup for Groups

Assign Group Roles

You can assign group participants to group roles from several places in MinistryPlatform.
From the Groups Page
  1. In the navigation menu, click Groups.
  2. Click to open the group.
  3. Click the Participants tab.
  4. Click to open a participant record. You can also mass assign group roles.
  5. Click Edit Record.
  6. In the Group Role drop-down list, select the group role you want to assign to this group participant.
  7. Click Save.
From the Participants or Members Page
  1. In the navigation menu, click Participants or Members.
  2. Click to open the participant record
  3. Click the Groups tab.
  4. Click to open the group record.
  5. Click Edit Record.
  6. In the Group Role drop-down list, select the group role you want to assign to this group participant.
  7. Click Save.
From the Group Participants Page
  1. In the navigation menu, click People Lists > Group Participants.
  2. Click to open the group participant record.
  3. Click Edit Record.
  4. In the Group Role drop-down list, select the group role you want to assign to this group participant.
  5. Click Save.

Last updated: May 8, 2025

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