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Use Organization to see the branches in your church network and, when your role allows it, manage shared setup and move members between branches. You need organization reporting access to open this area. Management actions require additional access; contact your church administrator if a page or action is unavailable. If your organization has sub-branches, expand Organization in the portal menu to see Overview, Branches, Roll-up, Members, Departments, Roles, Events, Transfers, and Activity. The cross-branch directory pages are shown only when your organization has sub-branches.

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Review the organization tree

  1. Open Organization and select Overview.
  2. Review the totals for branches, members, departments, and reporting coverage.
  3. Switch between Grid and Tree under Branch health. Select a branch to see its location in the hierarchy, its status, and available metrics.
  4. Use the Open portal link on a live branch when you need to open that branch’s portal.
The selected branch’s status helps you see whether it is active or needs attention. A branch with no report displays dashes for unreported metrics; those dashes do not mean the value is zero. Use Roll-up to compare reporting coverage and totals across branches, including the report timestamp.

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Create a branch

Create a branch when a church or campus should have its own portal under the organization.
  1. From Overview or Branches, select New branch. To create below a specific branch, select that branch and choose Add sub-branch.
  2. Choose the Parent branch. Leave it set to Under my organisation to create directly under your organization.
  3. Enter the branch Name. The Subdomain is suggested from the name; edit it if needed. It must use lowercase letters, digits, and hyphens, and start with a letter.
  4. Enter the Admin email and optionally the Admin name.
  5. Select Create branch.
Branch provisioning happens in the background. Return to Branches to check its status. If it remains pending or failed, contact your church administrator before trying to create a duplicate. In Branches, search by branch name or subdomain, filter All, Active, or Needs attention, and select a branch to open its inspector. Branch actions can include Heal for a branch that is still provisioning or has failed.

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Push shared setup to sub-branches

You can queue shared setup for all sub-branches or for the subtree beneath a selected branch.
  1. Select Push setup for the organization, or select a branch and choose Push to this subtree.
  2. Under What to push, choose Branding, Department templates, and/or Module defaults.
  3. Choose a Mode: Use defaults, Fill missing, or Overwrite.
  4. Review the target scope in the dialog, then select Push setup.
The setup push is queued to the descendant branches in that scope. Review the target and mode carefully, especially before using Overwrite. A selected branch with no sub-branches has no recipients.

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Transfer a member between branches

A transfer moves the member’s identity and profile to the destination branch. Department roles do not carry over, and the source login is closed.
  1. Select Transfer from Overview, or Transfer a member from a branch inspector. You can also start from a member in the organization-wide Members list.
  2. Choose the From branch and To branch. When you start from a member’s row, the source branch and member are already selected.
  3. If needed, enter the Member email.
  4. Confirm the source and destination, then select Transfer member.
  5. Open Transfers to follow the request. Its status may be Pending, In progress, Done, Failed, or Cancelled.
Only active or ready branches can be used in a transfer. Make sure the destination church is prepared to assign any department roles the member needs after the move.

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Use the cross-branch directories

When available in the Organization menu:
  • Members lists members across branches. Search by name or email, filter by status or branch, and review each member’s church, role, and last login. Depending on your access, actions may include suspension, reactivation, or transfer.
  • Departments lists branch departments. Search by name or slug, filter Live or Draft, and review visibility and membership counts. Authorized staff can publish or unpublish a department.
  • Roles compares role names, system status, permission counts, and member counts by church.
  • Events compares attendance sessions in the last 30 days, active memberships, and upcoming events by church.
  • Transfers lists transfer requests. Use the status filter to find requests that are in progress or need attention.
  • Activity shows hierarchy-level actions, the actor and target branch, result, and time.
These pages are reporting and management views across churches. To manage a single department, member, or event in its home portal, open that branch’s portal and use the relevant module. For general navigation, see Web portal modules.