Create a new team
Promote a participant to team captain
Rename a team, hide it on the registration form, set team limit options, and delete a group
Move participants from one group to another
What are the differences between liaisons and teams?

Participants can create Teams when they register on the registration form, or from their FundEasy pages. When they add a team on the registration form, it automatically makes them the captain of the team.

For admins, these teams in FundEasy appear in the Viewing Options, to the left of the Column Browser. Participants not on a Team appear in one big group called Walkers Not on a Team.

Create a new team 

  1. To create a new team from the Viewing Options, click the icon showing 3 people and a plus sign and name the team.
  2. Type in the new team name and click Add.

Promote a participant to Team Captain

  1. To make an already-registered participant a Team Captain, click on the blue up-pointing arrow next to their name. 
  2. Click the down-pointing arrow to demote them.
  3. This opens the Team captain Promotion Confirmation page.
  4. Landon's team will automatically be named and created, unless you uncheck the top box on this page. Unchecking the top box will make him captain of the current group.
  5. You can make Landon the Main Contact for this team, the person who is the default contact person for this team, or you can leave the second box unchecked if he's not the Main Contact.
  6. To demote a team captain, click the blue down-pointing arrow. This will also change the name of the group to <Group w/o a captain>, so don't forget to rename the team.

Rename a team, hide it on the registration form, set team limit options, and delete a group

  1. Click the edit icon in the team header to open the header.
  2. Change the name of the team in the team box. Changing the name here also changes how it is listed in the Team List on the Registration form
  3. You also have the option to hide the team on the Registration Form
  4. Click Limit Options to set a limit on the Group. You can also use the setting in FundEasy Preferences to set the limit for the number of teams along with the number of people who can be on a team.
  5. Delete a group by clicking the trashcan icon in the right corner of the team header.

Move participants from one group to another

  1. To move someone from one team to another, click the checkbox next to the name of the team and the list of Walkers not on a team
  2. Click the checkbox next to the person's name then click the name of the team (in this case, Sandy's Team)
    Join a team
  3. The participant will be moved to the team.
  4. To remove someone from a team, move them back to Walkers Not on a Team.
  5. Like in AttendEasy, if the person is a captain, you'll need to demote them before you move them.

What are the differences between liaisons and teams?

  1. Liaisons are an information-only option. They don't have any functionality outside the Column Browser and reports. This is an easy way for you to track church participation in your event
  2. Once liaisons are registered, they will populate the Church Liaison list on the registration form
  3. Walkers can select their Liaison from the registration form or admins can assign walkers to a liaison in the Column Browser
  4. There is a report for Liaisons in Easy Reports
  5. Teams have a little more functionality. Unlike Liaisons, Teams show on the FundEasy pages and on the Team leaderboard
  6. When someone creates a team from the Registration form, they are made the captain of the team
  7. Teams can also be created and joined from the team tab on FundEasy pages
  8. Teams have their own report in Easy Reports
  9. Teams don't show on the Column Browser. Instead they show in the Team Manager in the left column. The Team Manager works like the Group Manager in AttendEasy.

The biggest difference between the two is that the Liaisons are for your use, while the Teams are visible to the public. Some things to consider:

  1. Do you want to have teams showing on the FundEasy pages and leaderboard? If you don't, you can turn off the teams and just use the liaison option
  2. If you want teams showing on the page and if only your Liaisons are the Team Captains, you may not need to use the liaison option at all. Instead use the team tools
  3. If you will have teams that are not led by your Liaisons, may want to have both options. In that case, you'll probably want to register your liaisons yourself. When they register later as a walker, they can create their team and become the captain.

Updated 7/19/16