User Roles Quick Reference

User Roles Quick Reference

This quick reference summarizes all eight EvangelOS user roles at a glance. For full descriptions and a complete permissions breakdown, see Managing Users and Permissions.

RoleWho It's ForWhat They Can AccessPlan Required
Site AdminSenior leader, primary church administratorFull access to everything — all data, settings, billing, users, integrationsAll plans
EditorOperations staff, ministry coordinatorsMembers, groups, events, communications, analytics. Cannot access billing or user management.All plans
ViewerBoard members, council members, leadership oversightRead-only access to members, events, reports. Cannot create or edit anything.All plans
MemberCongregation members (Member Portal users)Own profile, own giving, event registration, prayer requests. Never sees admin backend.All plans
FinancialBookkeeper, finance teamFinancial management only: giving records, batches, funds, statements, QuickBooks. No member or event data.Growth+
VolunteerMinistry team members, regular volunteersVolunteer scheduling, assigned shifts, ministry information. No member records or admin areas.All plans
Group LeaderSmall group leaders, Bible study leadersTheir assigned group only: attendance, group members, group communication. No other access.All plans
Check-In VolunteerGreeters, welcome team, kiosk operatorsCheck-In module only: check members in/out of events. No member records or other data.Growth+

Assigning a Role

  1. Go to Settings → Users.
  2. Click Invite User, enter the email address, and select the appropriate role.
  3. Click Send Invite.

To change an existing user's role: click the ... menu next to their name and select Edit Role.

Key Rules to Remember

  • Each user has exactly one role.
  • Only Site Admins can invite other Site Admins.
  • Removing a user revokes access but preserves all their historical actions and contributions.
  • The Member role is for the Member Portal only — members never see the administrative backend.

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