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RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Promotion

Set Up Promotion Tracks

The first step in promotion is setting up promotion tracks.

Permissions Required

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

Setting up your promotion tracks is the first step in promoting members to new classes. Once you've set up your tracks, you can then approve class members for promotion.
  1. In the top-left corner, click your ministry hub then Realm. Then click Groups > Promotions.
  2. On the Setup tab, click + Add a Ministry Area or Group.
  3. Select a top-level ministry area. If it has sub-ministry areas, they display next, and so on.
  4. Click Add.
  5. The ministry area or group is added to the page. These are listed alphabetically.
  6. For each class, click the text field in the right column and select the next class(es) that these members may be promoted to.
    Note:

    Things to Remember

    • When you complete the promotion track setup, a new Promote tab displays on the Promotion page. This is where you go to approve class members for promotion.
    • If you don't add participants to the group, it won't show up on the Promote tab. To promote the group, you must have at least one participant added.
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Last updated: July 11, 2023