We automate nonprofit operations so you can do more of what matters most.

Add Member Groups

Return To The Knowledge Base

A Member Group is an organized group of individuals who belong to your organization through a membership. They are grouped together for a specific purpose.

 

From the Argenta main menu on the left-hand side of the screen, choose Membership > Member Groups.

 

Click the “Add New” button. This will pop up the Add a Member Group window.

 

 

Select the date this group became active by using the Group Start Date date picker or just enter the date manually. This field is required.

 

If applicable, select a department for the group from the Associated Department/Division drop-down list. If the department is not in the system, you can add it by clicking the “Add New” button.

 

Choose the age bracket associated with the group from the Group Age Level drop-down list. If there is not a specific age bracket associated with the group, select Other from the list. This is a required field.

 

Select the category of the group from the Group Category drop-down list. If the category is not in the system, you can add it by clicking the “Add New” button. This is a required field.

 

Enter the title of the group in the Group Name field. This are both required fields.

 

All drop-down lists in Argenta help to create comprehensive reports. Argenta comes loaded with predefined values for all of these drop-down lists, but you can change them at any time. You can add or delete any of these values by selecting the corresponding section from the Argenta Main Menu. To update Member Group categories, choose Member Group Categories from the Membership Menu.

 

You may also want to provide a description of the new group. You can do so by entering text into the Description field. Each group has a Description field, which can contain as many items as needed. This is not a required field.

 

Select the team member responsible for this group from the Team Member Sponsor/Owner drop-down list. If there is not specific team member responsible for this group, select Unassigned. This is a required field.

 

If you like, you can also specify the group’s Budget Amount and Budget Time Period/Term from their corresponding fields. These are not required fields.

 

After reviewing the information entered, click the “Add this Group” button to finish. The window will close and you will find your new group in the Member Group list.