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Approve Class Members for Promotion

Approving class members is the second step of promotion.

  • To access this window, a user must have Manage Ministry Areas set to Allow in their list of permissions.

Once you've set up promotion tracks, you can begin the second step, which is approving members for promotion.

  1. In the top-left corner, click your site name then Realm. Then click Groups > Promotions.
  2. On the Setup tab, verify the groups to promote, then click Next.
    You're taken to the Promote tab, where the potential group promotions display.

    Remember:

    red sphere icon A red circle means no one in this group is marked for promotion.

    yellow sphere icon A yellow circle means one or more members are marked, but not yet approved.

    green sphere icon A green circle means promotions are approved and will process once you click Promote.

  3. Click the ellipsis icon next to a class in the list, and select Promote.
    The list of group members displays.
  4. Select the checkbox next to the class members you want to promote. By default, selected individuals will be promoted to the next class in the promotion track. Other options include the following:
    • If you don't select the checkbox for an individual, they will remain in the current class.
    • If you want the individual to be neither promoted nor remain in the current class, select the checkbox beside their name, and select Remove from roster in the drop-down list.
  5. Click Approve or save your selections for later approval.

After you've approved members, you can finish the promotion process when you're ready.