Service Units

How to Navigate the ‘Service Units’ Page of the People Module in the Admin Portal

  1. Log In – Make sure you’re signed into your ChurchPad account.

  2. Click your Profile Icon at the top right.

  3. From the dropdown menu, select "Admin."

  4. You are now in the Admin Portal.

  5. From the left sidebar menu, click on “People”.

  6. Under the People menu, select the Groups and Service Units option. You will be taken to a page with Multiple Tabs: Groups and Service Unit. Click on the Service Unit Tab

Viewing the Service Unit Listing

  1. Overview of Entries: The listing provides an at-a-glance view of all service units. Typically, each entry will include:

    1. Service Unit name

    2. Key contacts or coordinators

    3. Status indicators (for example, if there are pending or approved members)

    4. Action buttons (such as Edit, Delete, or View)

  2. Using the Listing: Scroll through the list to find the service unit you wish to manage. Often, clicking on a service unit name or an associated action icon will take you to a detailed view.

Adding a New Service Unit

  1. Initiate the Add Process: On the Service Unit listing page, look for the “Add Service Unit” button. Click this button to open the creation form.

  2. Fill in the Required Details: You will be prompted to enter necessary information such as:

    1. Service Unit name

    2. Description

    3. Service Unit Leader

    4. Meeting Times

    5. Upload Service Unit Banner

  3. Saving the New Service Unit: Once all required fields are completed, click “Save”. The new service unit will then appear in the listing.

Editing an Existing Service Unit

  1. Locate the Edit Option: In the service unit listing, find the unit you wish to modify. Next to it, there should be an “Edit” button on the Action Column.

  2. Modify Details: Clicking the edit icon opens the edit form. Make any necessary changes to the service unit details—this could include updating the name, description, or contact information.

  3. Save Changes: After updating, save your changes. The updated information should be reflected immediately in the listing.

Deleting a Service Unit

  1. Using the Delete Option: For service units that are no longer needed, locate the “Delete” button next to the respective entry.

  2. Confirm Deletion: Upon clicking delete, you will typically be asked to confirm the deletion. Confirming will remove the service unit from the listing. Ensure you have the necessary authority before proceeding, as this action may be irreversible.

Managing Members

  1. Adding Members

    1. Initiate the Add Member Process - On the service unit page, look for an “Add Member” button

    2. Search for a Member - In the search bar, start typing the name or email address of the person you want to add. A dropdown of matching members (if any) should appear. Select the desired individual from the list.

    3. Complete the Addition - Once you have selected a member, click Add Member at the bottom of the modal. The modal will typically close, and the individual will be added to the service unit (often as a pending member if approval workflows are in place).

  2. Viewing Pending and Approved Members

    1. Viewing Pending Members: To manage members awaiting approval, click the tab labeled “All Pending Members” . Here, you can review, approve, or decline new member requests.

    2. Viewing Approved Members: Similarly, for a list of members who have been approved, click “All Approved Members”. This section allows you to manage active members, such as updating their roles or removing them if necessary.

Managing Coordinators

  1. Viewing Coordinators: To see the coordinators assigned to a service unit, click on the “View Coordinators” option in the action column. This will display a list of individuals responsible for that service unit.

  2. Assigning or Removing Coordinators: From this interface, you may also have options to add new coordinators or remove existing ones. Follow the prompts provided in the interface for managing these roles.

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