Positions

How to Navigate the ‘Positions’ 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 ‘Positions and Salutations’ option. You will be taken to a page with Multiple Tabs: Positions and Salutations.

On the Positions Tab

You will see a list of existing positions, showing:

  1. Position (title/name)

  2. Members Count (how many individuals currently occupy that position)

  3. Created Date

  4. Actions (View, Send Message, Edit, Delete)

Add a New Position

  1. Click the + Add Position button (top-right corner).

  2. In the Add Position pop-up, enter the Position Name (e.g., Head Usher).

  3. Click Add Position to confirm.

  4. You’ll see a success message (e.g., “New position added”). The new position then appears in the main list.

View Position Details & Members

  1. In the Actions column for any position, click View.

  2. A side panel or a new page titled View Details will open, typically showing:

    1. Members: The number of people assigned to that position.

    2. Created At: The date the position was created.

    3. A table of all individuals in that position, with columns like:

      1. Name

      2. Phone

      3. Member Since

      4. Actions (e.g., Remove)

  3. Search: Use the Type to search … bar to quickly filter or locate a specific member.

  4. To remove a person from this position, click the Remove dropdown → Remove. Confirm if a pop-up appears.

Adding a Member to This Position

  1. In the top-right corner of the View Details panel, click + Add User.

  2. A sidebar/modal will open, allowing you to search for an existing user or create a new member.

  3. Select the person you want to add to this position.

  4. Save or confirm to finalize.

Send a Message to a Position

  1. Back on the main Positions list, find the position you want to contact.

  2. In the Actions column, click the dropdown (or three-dot menu) and select Send Message.

  3. A Send Message modal will appear:

    1. Communication Type (SMS, Email, etc.).

    2. Sender Number/Email.

    3. Message content (including possible placeholders).

    4. Send Now or Schedule (optional, if enabled).

  4. Click Send Message to deliver the note to all members in that position.

Edit a Position

  1. In the Actions column, click Edit Position.

  2. A pop-up (or side panel) labeled Edit Position will appear:

    1. Change the Position Name if desired.

  3. Click Edit Position to confirm changes.

Delete a Position

  1. In the Actions column, select Delete Position

  2. A confirmation pop-up will appear:

    1. Are you sure you want to delete this Position?

    2. This action cannot be undone.

  3. Click Continue to permanently remove the position, or Cancel to go back

Additional Tips & Best Practices

  1. Use Clear Position Names: Keep them straightforward (e.g., Choir Director, Cluster Head) so everyone knows who falls under each position.

  2. Keep Membership Counts Accurate: Remove members who no longer hold that role to maintain accurate records.

  3. Messaging: Sending a group message to a position is a great way to communicate with those members quickly (e.g., reminders for department leads).

  4. Salutations Tab: If your account also has a Salutations tab, it works similarly for formal address titles (e.g., Mr., Mrs., Dr.). Manage them just as you do Positions.

🆘Need additional help? Reach out to our support team at [email protected]

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