Departments and Groups

Departments (optional)

Departments group your groups the way your committee reports: Youth, Choir, Building, Welfare. Manage them on Departments (needs the Manage departments right): add, rename and reorder them. Groups in no department show on a No department line on the dashboard and in reports.

• Archive a department you no longer use. Its groups and history stay; it disappears from new choices. Restore brings it back.
• Delete works only for a department that never had a group. Otherwise, archive it.

Groups

On Groups, choose New group(needs the Manage groups right). Give it a name, a department (or none), an optional target and end date, and the payment instructions contributors see. Groups without their own instructions use the organization's default ones.

• Edit changes the name, target, department and instructions.
• Close group stops new contributions; its treasurers are told. Reopen undoes it.
• A group that has contributions can't be deleted: close it instead, so its history stays.
• Groups showing Needs a treasurer have nobody who can approve contributions. Invite one.

The group page for admins

Admins open a group to see its contributions, contributors, expenses and reports. Admins with Manage groups edit, close and reopen it there; its treasurers don't see those settings. With the Reports right, admins can download the group's PDF and Excel; the file carries the organization's name.