Ministry Platform: The Portal

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Brice Lindsey
5 years ago
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1 Ministry Platform: The Portal This user guide will allow you to see how to view a group that you are a leader of and what data you can manipulate. Before starting, WHAT YOU DO IS DIRECTLY CONNECTED TO THE DATABASE. ANY CHANGES YOU MAKE TO YOUR GROUP WILL CHANGE THE DATA IN THE DATABASE aka WE DON T HAVE A BACK-UP! Please make sure you make yourself familiar with this system and what you are doing before editing anything because THERE IS NO SAFETY NET. THERE IS NOT A WAY FOR STAFF TO UNDUE ANY CHANGES YOU MAKE! Here we go! Go to: Use your username and password to log-in to the system. If you can log-in successfully, please go to page 3 of this document. CREATE NEW ACCOUNT If you do not have an account, please use the Create Account button. **If you have not logged into the system since June, you will need to create a new account. Account information from our old system did not migrate!** That will take you to the following screen.

2 After creating an account, you should be signed into the system. Go to the My Groups link in the gray sidebar. If you do not see the group you are a leader of listed, it means that we have a different on file for you. Please contact your department s group administrator to be set up correctly. RESET ACCOUNT If you have signed in since June but cannot access your account, please use the Reset Account button as seen on the bottom of page 1. It will take you to the following screen.

3 After resetting your password and following the instructions ed to the address you submitted, you should be signed into the system. Go to the My Groups link in the gray sidebar. If you do not see the group you are a leader of listed, it means that we have a different on file for you. Please contact your department s group administrator to be set up correctly. Once you are able to sign-in, this is the screen you will see: Please review your contact information and make sure that it is up to date! In the gray sidebar, click the My Groups option. It will take you to a page that will show you all the groups you are listed as a Group Leader. If you do not see any groups, Please contact your department s group administrator. Your page should look similar to this:

4 Once you select your group you should see: For the time being, DO NOT Edit under Group Detail or Create a New Meeting next to the group calendar. These two buttons can change the way things are named in the database, making us unable to find your group again!

5 Click the View All Members button and you will see the screen below. You have the capability to not only see who is in your group, but also add and delete group members. Below is what your group list will look like. To add group members, click the Add Member button. This will bring up the following:

6 You will only be able add people who are already in the database. If you would like to add somebody and cannot find them, please contact your department s group administrator. If they are in the database you will see a list of any name matches like the following: Please make sure to choose one of these options only if it matches the address that you know for that person. If all other fields match the person except , please contact your department s group administrator to update and do not select them. Once you have selected a person, you will have to choose their role. ONLY ADD GROUP MEMBERS. DO NOT ADD OR EDIT ANYBODY INTO ANY OTHER ROLE. Please contact your department's groups administrator if you think somebody else in your group needs any other role. Select the person from the list and you should see:

7 Choose Group Member

Once they are added you will see the following: You are also able to email your group

8 Once they are added you will see the following: You are also able to your group through The Portal. If you click the Send Group it will take you to the following screen:

9 Even though the box is gray, it is working! Sending an will send it to everybody that is active in your group (not to anybody you have removed), including yourself, so you will have a copy of what you sent in the account you use to sign in. That s it! Contact your department s group administrator with any questions about the system.

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