Managing Users and Permissions
How to Access User Management
You can find all user and permission tools in your main settings:
Click on your organization's name in the top-right corner of the screen.
From the dropdown menu, select
Church Settings..
On the Settings page, navigate to the User Management tab.
Inviting a New Team Member
On the "User Management" tab, you'll see a list of all current users. To add someone new:
Click the "Invite User" (or similar) button.
Enter the email address of the team member you wish to invite.
Select a Role for that user. (See the "Understanding Roles" section below).
Click "Send Invite." They will receive an email with a link to create their account and join your organization.
Understanding Roles and Permissions
Roles are how you control what each user can see and do. We've created a set of default roles to make this easy for you, based on common church needs.
While the exact permissions for each role can be viewed on the settings page, here is a general guide:
Admin: This role has full access to the platform. They can manage all settings, including billing, integrations, and user permissions. This role should be given only to your most trusted senior leaders or a primary church administrator.
Editor: This role is for team members who need to manage day-to-day operations. They can typically add and edit members, create events, and send communications, but cannot access core settings like billing or user management.
Viewer (or Read-Only): This role is perfect for someone who needs to see information but not change it (for example, a council member who needs to view reports).
Finance Manager: A specialized role that gives access only to the "Financial Management" section for your bookkeeper or finance team.
Group Leader: A limited role that only allows a user to manage the specific group they are assigned to (e.g., take attendance, manage group members).
Deactivating or Removing a User
If a team member or volunteer no longer needs access, you can easily remove them:
Go to the User Management tab.
Find the user in the list.
Click the menu (often "...") next to their name and select "Deactivate" or "Remove."
Deactivating a user will immediately revoke their access to your organization's account.
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