Summary: This guide provides a comprehensive overview of the Breeze Groups dashboard. It covers how to access the feature, understand user permissions, navigate the interface, and utilize key tools for managing small groups, events, and Church App integration.
Before You Begin
User Permissions: You must have specific permissions to perform actions within Groups.
View/Edit all groups: Full access to view, edit, add/remove members, and contact members.
Create Groups: Ability to create new groups.
Delete Groups: Ability to delete existing groups.
Viewing Your Own Groups (Updated): The specific "View My Groups" permission has been removed. Now, a user simply needs My Profile permissions. If a user has this permission, they will automatically see the groups they are a member of directly on their own profile.
Viewing Other People's Groups (Updated): If an admin or leader needs to see what groups other people are in by looking at their profiles, they must have both the My Profile and People permissions enabled.
Group Leaders: Leaders have automatic View/Edit access to their assigned groups (this is not permission-based). They cannot delete groups or create new ones.
Event Integration Permissions:
To link a group to a new event: Requires "Groups Edit" + "Event Create" permissions.
To link a group to an existing event: Requires "Groups Edit" + "Edit Events" permissions.
Step-by-Step Instructions
Navigate to the Groups Dashboard. Click the More tab in the top navigation bar, then select Groups.
Note: Group Leaders will only see the specific groups they are assigned to lead.
Review the All Groups Overview. The dashboard displays an alphabetical list of your groups with the following details:
Group Icon: Custom image or default icon.
Group Name: The title of the group.
Meeting Frequency: How often it meets (e.g., Weekly, Monthly).
Location: Where the meetings take place.
Use the Search Bar or Create New Groups.
Search: Type a name in the bar at the top to filter results dynamically.
Create: If you have permission, click the + New Group button to open the setup dialog box.
Click on a Row to Access Group Details. Selecting a specific group takes you to its individual page where you can:
Manage Members: Add/remove members and assign leaders.
Communicate: Send emails or text messages to the group.
Customize: Update names, descriptions, and schedules.
Integrate with Events. You can link groups to events for streamlined management:
Associate: Link a group to a new or existing event.
Series Support: Linking to a series event automatically links the group to all events in that series.
Create Group Event: Use this button on the Groups page to quickly make a new event pre-linked to that group.
Connect to the Church App. Groups seamlessly sync with your custom app to drive engagement:
Visibility: Toggle specific groups to be Public or Private in the app.
Sync: Name, description, frequency, and location auto-sync to the app.
Chat: Enable in-app chat to foster community.
Requests: Allow members to request to join; Leaders can approve/deny these in the app.
Troubleshooting & FAQs
Where did the "View My Groups" permission go? We streamlined how group visibility works! We removed the standalone "View My Groups" permission. Now, visibility is driven entirely by profile permissions. If a member has My Profile permissions, they will be able to see the groups they belong to on their own profile.
Why can't I see a user's group memberships when I look at their profile? To view another person's groups on their profile, you must have a higher-level combination of permissions. Ensure your user role has both My Profile and People permissions checked.
I am a Group Leader; why can't I create a new group? Being a Group Leader gives you access to manage your specific assigned group. To create new groups or delete existing ones, you must be assigned a User Role with the specific "Create Groups" or "Delete Groups" permissions by an Admin.
How do I link a group to an event? Navigate to the Groups page or the Event Settings page. Remember, you need "Groups Edit" permission combined with either "Event Create" (for new events) or "Edit Events" (for existing events) to perform this action.