Find and open a department
- Open Departments. The list shows department cards with the department name, Draft or Live status, and its description or URL slug.
- Select a card to open its details. Select Refresh to reload the list.
- Select New department if you have access and want to start a new department. See Create a department for the setup steps.
Use the department tabs
The department page has these tabs, depending on your access and configuration:- Modules: review the modules available to the department and whether each is on or off. Staff with module-management access can switch a module on or off. A No member app tab badge means that enabling the module does not add a tab to the member app.
- Members: review department membership, roles, leaders, and pending invitations. See Manage department membership below.
- Workflow: view the department’s workflows, see whether they are active or published, and open one or create a new workflow. See Set up and use Workflows.
- Events: create and manage events scoped to this department. See Create and manage an event.
- Funds: review funds available to this department. See Manage funds and giving.
- Announcements: manage posts for this department. This tab appears only when the Announcements module is enabled. See Create and manage an announcement.
- Settings: change the department’s details, appearance, publishing status, visibility, or logo.
Manage department membership
Open Members to see the department’s member count, leaders, and any pending invitations. This is the department roster, which is separate from the church-wide Members directory. To add someone, select + Add member:- In Directory, search by name or email and select a person who is not already listed. This option appears when your role can browse the church directory.
- If you cannot browse the directory, or need to invite someone by address, choose By email, enter an Email and optional Name, then select Send invite.
- Pending invitations appear in the roster. Use Resend invite if the person needs another invitation, or Revoke if they should no longer be able to accept it.
Update department settings
Open Settings to change these fields when you have department update access:- Name and optional Description. The description appears across the portal and app.
- Colour, used to identify the department in the interface.
- Status: Draft or Live. Draft departments are hidden from member browsing and public views; use Live when the department is ready to be available according to its visibility.
- Visibility: Private means only its department members see it; Members means any signed-in church member can find it; Public also shows it publicly for your church.
- Logo: paste an HTTP or HTTPS image URL, then select Save changes, or select Upload image for a square PNG, JPEG, or WebP file up to 2 MB. Uploaded logos save right away; a pasted URL saves when you select Save changes. Use Remove to clear the logo.