Update/Edit Roster in PCO Groups
Kristin Hayes
25 steps
Planningcenteronline
Churchcenter
1
Navigate to [https://prestontrail.churchcenter.com/login](https://prestontrail.churchcenter.com/login)
2
Click the "To get started, enter your mobile number.We’ll send you a code you can use to log in or create an account." field.
3
Click "Next"
4
Check your text messages for the six-digit code, type or copy/paste it in the box, and click "Next"
5
Click on your profile.
6
Click your profile image (*may only show your initials if you have not added a profile pic*).
7
Scroll down and select your group by clicking the image.
8
Click "Actions"
9
Click "Manage on Planning Center"
Adding Members To Your Group
10
Click "Add member"
11
Type the name of the person you wish to add and click on their name to select. (*Review email and/or phone number to confirm it is the correct person, as there may be multiple people with the same name.)* If they are not in Planning Center, they will need to be added.
12
If you would like for them to receive an email notification that they have been added to the group, click "Notify {name} by email"
13
Click "Yes, add {name}"
Remove Group Members
14
Click in box to the left of name.
15
Click here.
16
**OPTIONAL:** If you would like to notify the person they have been removed, click "Notify members"
17
Click "Yes, I'm sure"
18
Click "Ok"
Change Role Type to Member
19
Click "Edit" to the right of role for the person you wish to change.
20
Click "Member"
21
**OPTIONAL:** If you would like for the member to still be able to take attendance on behalf of the leader, click "Can take attendance"
22
Click this button.
Change Role Type to Leader
23
Click "Edit" to the right of role for the person you wish to change.
24
Click "Leader"
25
Click "Update role" button.
Update/Edit Roster in PCO Groups
Kristin Hayes
25 steps
Planningcenteronline
Churchcenter
1
Navigate to [https://prestontrail.churchcenter.com/login](https://prestontrail.churchcenter.com/login)
2
Click the "To get started, enter your mobile number.We’ll send you a code you can use to log in or create an account." field.
3
Click "Next"
4
Check your text messages for the six-digit code, type or copy/paste it in the box, and click "Next"
5
Click on your profile.
6
Click your profile image (*may only show your initials if you have not added a profile pic*).
7
Scroll down and select your group by clicking the image.
8
Click "Actions"
9
Click "Manage on Planning Center"
Adding Members To Your Group
10
Click "Add member"
11
Type the name of the person you wish to add and click on their name to select. (*Review email and/or phone number to confirm it is the correct person, as there may be multiple people with the same name.)* If they are not in Planning Center, they will need to be added.
12
If you would like for them to receive an email notification that they have been added to the group, click "Notify {name} by email"
13
Click "Yes, add {name}"
Remove Group Members
14
Click in box to the left of name.
15
Click here.
16
**OPTIONAL:** If you would like to notify the person they have been removed, click "Notify members"
17
Click "Yes, I'm sure"
18
Click "Ok"
Change Role Type to Member
19
Click "Edit" to the right of role for the person you wish to change.
20
Click "Member"
21
**OPTIONAL:** If you would like for the member to still be able to take attendance on behalf of the leader, click "Can take attendance"
22
Click this button.
Change Role Type to Leader
23
Click "Edit" to the right of role for the person you wish to change.
24
Click "Leader"
25
Click "Update role" button.
