Assigning Roles Within Tags

When someone belongs to a group or team, you can give them a role — like "Leader" or "Member" — to show their responsibility within that group.

Before you begin

• You need the Admin role to manage roles within groups and teams.

How to assign a role

1. Open a member's profile and go to the Overview tab.
2. Find the group or team in their tag list.
3. Click on their current role (it may say "Member" by default).
4. Choose a new role from the dropdown — for example, "Leader."
5. The change saves automatically.

Role vs. platform role

These roles are different from Churchday platform roles (Admin, Staff, Leader, Member):

• Platform roles control what someone can do in Churchday (like creating events or viewing the directory).
• Group/team roles describe someone's position within a specific group or team (like being the leader of a small group).

For example, someone could be a "Staff" member on the platform but a "Leader" within the Young Adults group.

Good to know

• Roles within groups and teams are for organizing and displaying — they do not change what someone can do in Churchday.
• You can filter the audience builder by role within a group (for example, "all Leaders in the Young Adults group").
• Tags (the simple label type) do not have roles — only groups and teams support them.

What's next?

• Understand the audience builder
• Filter by role