Get Started with Group Life
Here are some tips to set up your groups for success:
- Confirm your group leaders are the primary contact or have a Group Role Type of Leader.
- On the appropriate Group Role record(s), set Manages Volunteers to Yes.
- Confirm leaders and primary contacts have a User record if they want to send messages, mark attendance, and so on.
- Confirm leaders and primary contacts don't share an email address with another user. Each must have a unique email address.
- Confirm the Group record has Available Online set to Yes.
And here are some additional setup details you need to know:
- All dates and times display in the Congregation's time zone.
- Group Life uses the API User to send emails. Make sure your API User has both the Administrators security role as well as a sufficient email quota for any emails sent through Group Life. Note: If you use a proxy email, replies may go to that proxy if the email provider doesn't honor explicit "reply to" settings.
- Update the SERVICES, AttendanceNotificationPath Configuration Setting to Group Life so that the link included in the attendance notification email directs users to Group Life.
- See your church's logo at the top of Group Life? It's the default file attached to your Domain record.
- Review the following Configuration Settings:
- CLOUDAPPS, GroupMeetingEventTypeId: Configured to match existing Configuration Setting value PORTAL, DefaultEventTypeID.
- CLOUDAPPS, GroupMeetingProgramId: Configured to match existing Configuration Setting value PORTAL, DefaultEventProgramID.
- CLOUDAPPS, GroupMeetingRoomId: Will be set to "1" or the lowest existing ID on deployment. This ensures the flow works in every system at deployment.
- CLOUDAPPS, ShowAddActivityButton: Set Value to "1" to allow leaders to add new activities.
- CLOUDAPPS, ShowAddParticipantButton: Set Value to "1" to allow leaders to add new participants.
- CLOUDAPPS, ShowEditGroupButton: Set Value to "1" to allow leaders to edit group information.
- CLOUDAPPS, ShowEditParticipantButton: Set Value to "1" to allow leaders to edit participant information.
- CLOUDAPPS, DefaultHouseholdPosition: Set Value to the Household Position ID of the default Household Position for newly added participants.
Note: Don't be alarmed if you change a configuration setting and don't immediately see it reflected Group Life. It may take up to 15 minutes for changes to display in Group Life.