diversity_2 Staff console · admin.

Group management

The church office sees every group from one dashboard: registers still to complete, the week's events, join requests waiting for a reply and groups that need a look, such as those with no leader or no members.

Groups keep their dated membership history, so rosters, announcements, volunteer invitations and follow-up rules built on a group stay accurate. Group types let you hand a ministry's groups to the person who runs it, without opening the rest of the church to them.

The staff console's Groups dashboard with attendance to complete, events in the next seven days, pending join requests and current memberships

In short

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What needs attention

The dashboard lists registers to complete, the week's events, waiting requests and groups with no leader, no members or no recent attendance.

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Delegated by type

Type managers run their ministry's groups and leaders run their own, each with only the access that work needs.

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History you can trust

Memberships are dated, registers keep their roster, and corrections, exports and automations are audited.

Every group

Groups, types and the tools around them

Each group belongs to a type, such as small groups or ministry teams, whose defaults new groups start with: how people join, chat, resource audience, event location, RSVPs and reminders. Changing a type's defaults later affects new groups only.

The office creates types and assigns their managers. A type manager runs the groups of that type, including leaders and attendance takers, but cannot rename the type or appoint other managers.

  • check Search, filters by type, campus, tag and status, saved to your account
  • check Group and membership lists as CSV, each download audited
  • check Archive, restore and duplicate groups for a new season, one or many at a time
Congregation groups in the staff console, with links to the dashboard, saved filters, types and defaults, reports, shared resources, automations, chat reports, chat safety and join requests
Member access

Decide what members and visitors see

For each group the office chooses whether it is listed for members and published on the website, how people join, whether members can see each other's names, and whether the group is confidential. A confidential group hides who belongs and has no chat.

Enrollment can close on a date or when a capacity is reached, and the office can still add someone past either with a recorded reason. Keep groups that drive pastoral follow-up on Request to join, so that nobody adds themselves without review.

  • check Hidden by default, listed one group at a time
  • check Hidden, approximate or exact public location
  • check Chat on or off, and whether members or only leaders start conversations
The Edit group form in the staff console, with a Member access panel for the public listing, the meeting schedule and general area, and whether the group is listed for members
Join requests

One queue for every request to join

Leaders decide requests for their own groups in the member app, and the office has every request in one queue. A reviewer approves with a start date, which defaults to today, or declines, and can add a reply either way.

Decided requests are kept, so the queue's filter reaches approved, declined, withdrawn and cancelled history. Archiving a group cancels its pending requests and tells each person who asked.

  • check Separate permissions for reading the queue and deciding
  • check Reviewer emails that contain only a link, so names stay in the console
  • check Approval email on by default, decline email off
A pending join request in the staff console showing who asked and their message, above a form to approve it with a membership start date and an optional reply
Reports

Attendance and participation across groups

The attendance report pools every counted event across the groups you choose, by week or month, with a chart and its data. The overview shows how many people are in at least one group, joins and leavers in the period, and the ages of current members.

Age bands with fewer than five people are hidden, and cancelled events and events without a submitted register are reported separately rather than counted as absences.

  • check Filter by type and by active or archived groups
  • check Download as CSV or print
  • check Type managers see only the groups of their types
The groups overview report with counts of groups, unique people, memberships, average group size, leader assignments and attendance takers, followed by the last 90 days and ages of current members
Automations

Follow up when someone joins or leaves

An automation watches one group. When someone joins it, leaves it or asks to join, it creates a Follow-up task, such as a welcome call due in three days, or adds the person to another group or removes them from one.

It applies only to changes made after it is saved, never to existing members, and changes made by one automation never start another. Failed runs wait in Needs attention until someone retries them.

  • check Tasks in the assignee's Follow-up queue, or Unassigned
  • check Up to 20 active automations a group, paused or archived, never deleted
  • check Every change revision-checked and audited
The New automation form in the staff console: choose a group, when someone joins, leaves or requests to join, and then create a Follow-up task with a title, kind, due date and assignee
Chat safeguarding

Rules that protect young people in group chat

Chat is off for every group until the office turns it on. Ages come only from each person's recorded birthdate, and someone with no birthdate on record never counts as an adult.

Chat messages are kept rather than deleted, and there is no chat export.

  1. 01

    Adults by default

    Group chat is for people 18 and over with a birthdate on record.

  2. 02

    Teenagers where you allow it

    A group can admit ages 13 to 17. Their chat pauses unless two adult leaders can take part, and guardians can read it. Under-13s never chat.

  3. 03

    Reports go to moderators

    Anyone can report a message. Reports go to the church's chat moderators, or to the group's leaders when there are none.

  4. 04

    Moderators act

    They remove a message, lock a conversation or dismiss the report, and the author is not told who reported it.

  5. 05

    Direct messages stay off

    Private messages between adults who share a group exist behind a church-wide switch, which needs a moderator first.

One group

Everything about a group on one page

A group's page brings together its requests, attendance report, resources, automations and chat reports, with its membership history underneath. Staff add or end memberships with dates, and existing attendance registers keep the roster they were taken with.

From here the office also shares the group's upcoming events on the public church calendar, and opens the leader workspace to assign leaders and attendance takers.

  • check Roster CSV, archived groups included
  • check Duplicate a group with its settings for a new season
  • check Archive, and restore later, unlisted until you list it again
The online book circle in the staff console, with links to join requests, the attendance report, resources, automations, roster CSV, chat reports, editing, duplicating and archiving, above its settings and church calendar sharing

See Chimes with your own congregation in mind.

Tell me how your church keeps its records today and where you would like Chimes hosted. I will come back with a deployment plan and a straight answer on what it will take.