Inviting Your First Team Members

Inviting Your First Team Members

EvangelOS is built for collaboration. You can invite pastors, administrators, and volunteers to give each person exactly the access they need — no more, no less.

How to Invite a New Team Member

  1. Navigate to Settings using the left sidebar.

  2. Click the Users tab.

  3. Click Invite User to open the invitation dialog.

  4. Enter the team member's email address.

  5. Select the appropriate Role from the dropdown.

  6. Click Send Invitation. Your team member will receive an email to set up their account and log in.

Understanding Roles & Permissions

Every user in EvangelOS is assigned one of eight roles. Choose the role that matches what each person needs to do.

Role

Best For

Access Level

Site Admin

Lead pastor or primary administrator

Full access to all features, settings, and billing

Editor

Staff members who manage day-to-day ministry

Can create and edit members, groups, events, and communications; cannot change settings or billing

Viewer

Staff or board members who need read-only access

Can view most records but cannot make changes

Financial

Treasurer or bookkeeper

Access to Financial Management and giving records

Volunteer

Volunteers who assist with ministry tasks

Limited access scoped to volunteer-related functions

Group Leader

Small group or ministry team leaders

Manage their own group — members, meetings, and communications

Check-In Volunteer

Greeters and check-in desk staff

Access to the Check-In Station only

Member

General church members with portal access

Access to the member-facing portal; no admin access

A Few Things to Keep in Mind

  • The Member role is intended for congregation members accessing the member portal, not for administrative staff.

  • Group Leaders only see and manage the groups they are assigned to lead.

  • Check-In Volunteers are scoped entirely to the Check-In Station — they won't see sensitive member or financial data.

  • You can change a user's role or remove their access at any time from Settings → Users.

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