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Adding and Removing People from Tags, Groups, and Teams

Tags, groups, and teams all work the same way when it comes to adding and removing people. This article shows you the three places you can do it: from the tag, group, or team page, from a person's profile, and in bulk from the People page.

Before you begin

  • You need permission to edit people in your church.
  • You need at least one tag, group, or team already created. If you don't have one yet, see Creating and managing tags.

Add people from the tag, group, or team page

  1. Go to the People page and open the Tags, Groups, or Teams tab.
  2. Click the tag, group, or team you want to add people to.
  3. Click Add members. On a phone this button is shorter and reads Add.
  4. Search and tap each person in the Add to [name] pop-up window. Type into the Search people... box to narrow the list, and tap anyone you want. A check mark appears next to each person you pick.
  5. Click Add. Everyone you selected shows up in the list right away.

Remove one person from the tag, group, or team page

  1. Find the person's row in the list on the tag, group, or team page.
  2. Click the "..." menu at the end of their row. You'll see Email, Edit, and Remove from [name].
  3. Click Remove from [name]. A confirmation appears that reads, "[name] will be removed from [tag]. They won't be deleted from your people list."
  4. Click Remove. The person disappears from this list but stays in your people directory.

Remove several people at once

You don't check boxes next to individual rows. Instead, you narrow the list first, and the action applies to everyone showing.

  1. Use the search box and filters to narrow the list to the people you want to remove.
  2. Click the "..." (More options) button in the toolbar above the list.
  3. Click Remove from group (or Remove from team / Remove from tag).
  4. Confirm. The pop-up window tells you how many people will be unlinked and reminds you that they stay in your church. Click the Remove from [name] button to finish.

Add or remove from a person's profile

  1. Open a person's profile by clicking their name anywhere in the People page.
  2. Stay on the Overview tab. It has Tags, Groups, and Teams sections.
  3. Click + Add in the section you want, then pick a tag, group, or team to add the person to it.
  4. Click the small x on any chip to remove the person from that tag, group, or team, then confirm.

Add or remove a tag for a whole filtered list

From the main People page you can tag many people in one step. Like the bulk remove above, this acts on the list you've narrowed down, not on hand-picked rows.

  1. Narrow the People list with search and filters until it shows just the people you want. The count reads "[number] people after filter."
  2. Click the "..." (More options) button in the toolbar.
  3. Click Add tag or Remove tag.
  4. Pick an existing tag, group, or team, or create a new one, then confirm. The change applies to everyone currently shown.

Good to know

  • Removing someone only unlinks them. They are never deleted from your people list.
  • The Add to [name] pop-up only lists people who aren't in that tag, group, or team yet, so you never add someone twice.
  • Bulk actions apply to the whole filtered list. There are no per-row check boxes, so narrow the list with search and filters first.
  • Adding someone to a team does not give them a role on that team. See Setting up teams and assigning roles to assign roles.

What's next?

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