You can change the email address you use to sign in to the site.

1. Sign in to your Realm site.
2. Click your name in the upper-right corner, and select My Account. You must sign in again for security purposes.
3. Click Update Account Email.
4. Enter your new email address and confirm.
5. Enter your current password.
6. Click Save.
7. Log in with your new account email.

Realm Documentation Link

You can change your Realm password at any time.

1. Sign in to your Realm site.
2. Click your name in the upper-right corner, and select My Account. You must log in again for security purposes.
3. Enter your new current password, new password, and confirm.
   Note:

   Password Requirements

   • Between 8 and 15 characters.
   • Includes no part of your email address.
   • Includes no repeating characters such as aaa.
   • Includes none of the following: < > & ^ \ ; % ` ' /
   • Includes no numeric or alphabetical sequences such as 12345 or abcde.
   • Also no keyboard sequences such as asdfgh.
4. At the bottom, click Update.

Realm Documentation Link

Your profile contains your personal information. Keep it up to date!

1. Sign in to your Realm site.
2. Click your name in the upper-right corner, and select My Profile.
3. Click Edit Profile.
4. On the Personal Information tab, complete or edit the fields displayed. Fields marked with an asterisk must be completed before you can save.
   Note:

   Your Age

   Feel free to enter your full birthday. The year and your age only display to leaders and staff members.

5. Click Save.

Realm Documentation Link

Control who sees your personal information.

1. Sign in to your Realm site.
2. Click your name in the upper-right corner, and select Privacy.
3. Select your name or the name of a family member.
4. Select the privacy option you're comfortable with, or click Custom Privacy and select options for each field.
5. Click Save.

Realm Documentation Link

Manage your newsfeed, volunteer assignment, and inbox notification settings.

You can choose which groups and teams you receive notifications from and how you receive those notifications. You can also manage your email address, texting number, and daily digest email settings.

What the Icons Mean
	All notifications are enabled
	All notifications are disabled
	This notification type is not available for this activity type of activity (ie. text notifications are not available for newsfeed activity)
	There are multiple notification settings for this type of activity feed, which you can view by clicking

1. Click your name in the upper-right corner, and in the Notifications section, click Connect.
2. If you want to receive email or text notifications but are unsubscribed, click Subscribe. Then, select or enter your email or phone number. If you already have an email address or phone number associated with your profile, you can also choose to update this information.
3. If you want to change your email or phone number, click . Then, click the link to update your email address or manage the phone numbers on your profile.
4. To unsubscribe from email notifications, click , then select Unsubscribe and click Done. If you unsubscribe, you will completely disable group newsfeed and inbox notifications.
5. To change notification settings for a group or team, click next to the group or team name. Then, select the type of notifications you would like to receive.
   Note:

   • Inbox notifications for teams include both inbox messages and assignment information.

See a history of your giving.

1. Sign in to your Realm site.
2. Click Giving in the main menu.
   Tip: Your giving history view defaults to Year to Date. Complete the next two steps if, for example, you're in the month of January and want to view your giving history from the previous year.
3. To narrow the list of contributions, click . select limiting criteria, and click Filter.
4. Enter the information that you want to filter, and click Filter.

Realm Documentation Link

Create a post on a group newsfeed as a congregant.

1. In the top-left corner, click your ministry hub then Connect. Then click News.
2. To add a post, click .
3. Select the group you want to post to.
4. Enter the post title and body text.
5. If you have an attachment, click Attach files.
6. To turn comments on or off, click Allow Comments.
7. Click Post.

Realm Documentation Link

The master calendar lists all group events.

1. In the top-left corner, click your ministry hub then Realm. Then click Groups >Calendar.
2. Click a date on the calendar to display events.

Realm Documentation Link

Find a group to join as a congregant.

1. In the top-left corner, click your ministry hub then Connect. Then click Groups.
2. Click the Find Groups tab.
3. Click the group type.
4. To filter by meeting day, click a day of the week.
5. To search for a group by name, enter your search in the Filter Groups text box.
6. Click the name of a group to see its details.
7. Click Join Group, then click Send request to let the group leader know you want to join.

Realm Documentation Link

Request to leave a group as a congregant.

1. In the top-left corner, click your ministry hub then Connect. Then click Groups.
2. Click the name of the group.
3. To see the leader of the group, click the Info tab.
4. To contact a group leader, click the leader's name, then click Chat.
5. Enter your message, then click Send.

Realm Documentation Link

Create a post on a group newsfeed as a leader.

1. In the top-left corner, click your ministry hub then Connect. Then click Groups.
2. Click the group's name.
3. To add a post, click Send Communication and click Create a Post.
4. If you are a leader of more than one group, you can post to multiple groups at once. Turn Post to multiple groups that you lead on then select the groups, and click Next.
5. Enter the post title and body text.
6. To pin the post at the top of the group newsfeed, click the pin icon in the top right corner.
7. If you have an attachment, click Attach files.
8. To turn comments on or off, click Allow Comments.
9. Click Post.

Users with permission can email some or all of the members of a group.

1. In the top-left corner, click your ministry hub then Realm. Then click Groups >All Groups.
2. Click the name of the group from the list.
3. On the group's main page, click Send Email.
4. To choose which individuals receive the email, first click Select specific people. Click the To drop-down menu, then select each individual from the list. By default, everyone in the group will receive the email unless you select specific people.
5. Enter a Subject and Message.
6. To attach a photo or document, click Add a file. Click Choose File, and locate the file on your computer.
7. If you want to schedule the email to send at a later date, select the date and time from the Send Email drop-down menu.
8. Click Send.

Add someone to a group as a leader.

1. In the top-left corner, click your ministry hub then Connect. Then click Groups.
2. Click the name of the group.
3. Click the Participants tab, then click Manage Participants.
4. To add a member, click + Add Person, enter their name in the text box, and click Add.

Realm Documentation Link

Remove someone from the group as a leader.

1. In the top-left corner, click your ministry hub then Connect. Then click Groups.
2. Click the name of the group.
3. Click the Participants tab, then click Manage Participants.
4. To remove someone from the roster, click , select Remove from Group, choose if you want to keep or clear the person's group history, and click Ok.

Realm Documentation Link

Create events for a group to attend.

1. In the top-left corner, click your ministry hub then Realm. Then click Groups >All Groups.
2. Locate the group and open its page.
3. Click the Events tab, click Add an Event, then select Group Meeting.
   Note: If you select Registration Event from the drop-down menu, this event will become a registration event.
4. Complete the fields. Fields with a red asterisk are required.
   1. Optional: After you've entered information into the Description text box, you can click to use the writing assistant.
5. Select Make this the group's primary event to make this a primary event that displays in congregants searches.
6. If you have already created custom calendars, you can add the event to an existing calendar. Click the Add to Calendar(s) drop-down menu and select each calendar.
   Note:

   • If you create an event with a group that is a part of one or more calendars, the event will automatically be added to these calendars.
   • You will see the calendar names the event was automatically added to in an info box below the Add to Calendar(s) drop-down menu. If you select additional calendars from the list, they will also display in the info box.
   • You can't remove these associated calendars through the event add or edit, and the calendar names will be grayed out in the Add to Calendar(s) drop-down list.
   • You can remove the event from a calendar by going to the calendar and removing it there.
7. For recurring events, enter a start and end time, and then select a frequency from the Repeats menu. For events that will recur into the indefinite future, select No End Date.
8. If the event provides childcare, you can indicate this by selecting Childcare provided.
9. Select the event's location. If you are hosting the event online, enter the meeting URL or information in the Online Meeting Link text box.
10. To add an image to the event, click +Add a photo for this event, then select your image file. To remove the image, click and select Delete Photo. You can add a new image if you need to.
11. To edit the event image, hover your mouse over the image, then click . Use the left scroll bar to rotate the image and the right scroll bar to resize the image. Then click Apply.
12. If you select Allow simple RSVP in the Signups section, members can indicate if they are coming to this event with a simple yes/no.
13. To allow registrants to bring items for an RSVP event, click + Add item to bring, then enter the item's name and number of items you need.
14. If you want to enable mobile check-in for this event, select the type of mobile check-in the event will use.
15. Click Save Event.
16. Choose whether to share the event on the newsfeed. Select if you want to enable comments on the post or notify group members. You can share immediately, or share it later from the group events list.

Realm Documentation Link

Administrators and users with permission can post files and links to a group.

1. Locate the group and click the group's name.
2. Click the Resources tab.
3. Click Add Resource.
4. Complete the fields, then click Save.

Realm Documentation Link

You can update information about a group.

Sometimes information about a group changes. When this happens, you can edit things like the group's name, description, campus, or picture.

Writing Assistant   When you start typing in a text box, and this icon displays next to it, you can click the icon to open the writing assistant. Using this assistant you can check your spelling and grammar or rephrase what you've written in a friendly, formal, or inviting tone. You can also generate written content from keywords that you provide.

1. Locate the group and open its record.
2. On the group's main page, click Edit Info.
3. Update the fields as needed.
   1. Optional: After you've entered information into the Description text box, you can click to use the writing assistant.
4. Click Save.
   Note:

   Putting a Group into Recess

   If you need to cancel the primary meeting for your group, you can put the group into recess.

You can view your upcoming volunteer assignments.

1. In the top-left corner, click your ministry hub then Connect. Then click Volunteering.
2. Click See All Assignments to view a full list of your assignments. By default, you will view the assignments you have accepted. Click the Declined tab to view assignments you have declined.
3. Click the name of an assignment to see more information about that assignment. Click the People Scheduled to Serve tab to view other volunteers who are on the assignment.

Realm Documentation Link

Send other volunteers on your team a replacement request.

1. In the top-left corner, click your ministry hub then Connect. Then click Volunteering.
2. Click See All Assignments to view a list of the assignments you've accepted.
3. Click the date of an assignment, then click Find a Replacement.
4. Select volunteers from the list, then click Next.
5. Enter a personal message if needed, then click Send.

Realm Documentation Link

Set or update your availability.

1. In the top-left corner, click your ministry hub then Connect. Then click Volunteering.
2. In the Days You Can ServeYour Serving Profile section, click next to Days You Can Serve and select Edit.
3. Check the boxes next to the days of the week that you're available.
4. To set a date or date range for when you'll be unavailable, click Add dates(s). Enter a start and end date, then click Add.
5. Click Save.

Realm Documentation Link

1. In the top-left corner, click your ministry hub then Connect. Then click Volunteering.
2. To set a date or date range for when you'll be unavailable, click Add dates(s). Enter a start and end date, then click Add.
3. Click Save.

Create a new schedule for a team as a leader.

1. In the top-left corner, click your ministry hub then Connect. Then click Serving.
2. Click the team's name to view the leader dashboard for that team.
3. In the Volunteer Scheduling section, click Manage volunteer schedules in detail.
4. Click Create Schedule.
5. Enter the schedule's name.
6. Add one or more serving times. You can drag and drop serving times to reorder them.

   • To create a serving time based on a group event that already exists, click Add Existing Event. Enter the name of the event's group, then select the event from the drop-down menu.

   • To create a serving time that's not associated with an existing event, click Add New Serving Time. Enter the information about the serving time, then click Add.

7. Enter the number of volunteers that you need for each role. To remove a role from the schedule, click and select Remove.
8. Select a start and finish time for the role if the serving time is different from the event's time. For example, you may want volunteers to arrive 15 minutes early for event setup. The start/end times you assign here will apply to all event dates, but you can adjust the times as needed on the Assignments tab.
9. Select a start and end date for your schedule.
10. In the Other Settings section, select whether you want to allow volunteers to add themselves to the schedule, volunteers to choose their own replacements, and whether volunteers are auto-accepted when assigned to a schedule.
11. To save a draft of the schedule, click Save & Close. Or, if you want to begin assigning volunteers to the schedule, click Save & Start Assigning.

Realm Documentation Link

Add volunteers of a team to a schedule.

1. In the top-left corner, click your ministry hub then Realm. Then click Volunteers >Serving Teams.
2. Click the name of the team, then click the Schedules tab.
3. Click the name of the schedule.
4. Click + Add in the calendar date in the volunteer role you want to assign.
5. Select volunteers to add to the schedule.
   1. To schedule a recommended volunteer, click the volunteer's name from the recommended list.
   2. To search for a volunteer currently assigned to that role, click the search drop-down menu and select the volunteer's name.
   3. To search for a volunteer who is a member of the team but not assigned to that role, select a different role from the role drop-down menu. Then, click the search drop-down menu and select the volunteer's name. You can choose to permanently assign that individual to that role if needed.
   4. To search for a volunteer who is not a member of the team, select All of Realm from the drop-down menu. Enter the name of the individual, then select them from the drop-down menu. Adding the individual to the schedule will also add them to the team's roster.
   5. To search for a potential volunteer - someone who is not a member of the team but has skills and interests that match the role - select Potential Volunteers from the drop-down menu. Enter the name of the individual, then select them from the drop-down menu. Adding the individual to the schedule will also add them to the team's roster.
6. To assign the volunteer using a reoccurring frequency, check Repeat, then select the frequency from the drop-down menu.
7. Click Save or Save & Add Another.
8. When you've finished adding all of the volunteers, choose whether to save as an unpublished draft or to publish the schedule.
9. Click Done.
   Note:

   Unavailable Volunteers

   When searching for volunteers to assign to a schedule, you may see individuals listed as Unavailable. These volunteers are either pending approval for the role or have a conflict, such as having volunteered recently, or being marked as unavailable in their preferences. You can select the volunteer from the menu to see more information about why they are unavailable.

You can remove or add volunteers to an existing schedule.

1. In the top-left corner, click your ministry hub then Connect. Then click Volunteers > Volunteer Teams.
2. Click the name of the team, then click the Schedules tab.
3. Click the name of the schedule. This will automatically display the Assignments tab.
4. To remove someone from the schedule, hover your mouse over the volunteer's name, then click the X. Choose whether to mark the volunteer as declined or to remove them from the schedule.
5. If you need to add a volunteer instead, click +Add to assign a volunteer to the schedule.
6. Click Update Schedule.
7. If needed, enter a message to the volunteers you added and/or removed. If you added and removed volunteers while editing, you can click Send separate messages to write a different message to individuals you added and removed.
8. Click Update.

Realm Documentation Link

Set up reminders that send to volunteers on a schedule.

1. Create your schedule, and when you're ready to publish it, click Publish Schedule. A pop-up window displays with notification and reminder settings.
2. In the Reminders section, turn on Enable.
3. In the Send drop-down menu, select the number of days before the event that you want to send the reminder.
4. If you want to set up a second reminder, click +Add a second reminder. Then, set the number of days before the event you want the second reminder to send.
5. Click Publish.

Realm Documentation Link