- Go to the Shepherding tab on the left panel, from there go to the Clusters directory.
- Here, you will find Active Clusters, which lists currently Active Clusters, and Archive Clusters, where previously archived Clusters are stored.
- Click on the checkbox to reveal additional options in the action bar. From there, you can perform actions such as Edit, Create Reporting Form, Weekly Cluster Report, Archive, and Delete.
3. You can click on the cluster name to open the overview of the cluster.
- Click on the Overview tab
- Use the filters to determine the statistics you will like to see
- Click on See More to see more details.
You can also add Members and Guests through Clusters and Zones. Click on Clusters or Zones on the left panel. Click on the name of the Cluster or Zone and follow steps 1-3 to add members or guests.
- You can click on the Members tab to view all members associated with this cluster. These members belong to a care group, which is part of this cluster.
From here, you can perform the following actions:
- Edit the member’s role or care group
- Remove the user from the care group
1. Click on Edit. A modal will open where you can edit the member’s role and select the care group.
2. Click on Remove from Care Group. A confirmation modal will appear asking if you want to remove the member from the care group. Click Yes to confirm and remove the member.
- Similarly, you can click on the Guests tab to view all guests associated with this cluster. These guests belong to a care group within this cluster. From here, you have the option to remove a guest from the care group.
