Account
Users, roles, and permissions
Invite staff and volunteers, pick a role, and control what each login can see. Built-in roles cover most churches.
/settings?panel=users/settings?panel=roles
Open Settings → Users to invite someone and pick a role. They can then sign in on the web and the iPhone, iPad, or Android app. Invitations always send; they are not an optional notification.
Roles control what a login can see and change. Built-in roles cover most churches. Add a custom role under Settings → Roles when you need something narrower.
Typical access:
- Pastor and admin see the whole church, including notes and the Sunday report.
- Finance sees giving, funds, statements, and reimbursements. Membership staff without donations permission never see gift amounts.
- Department heads schedule their teams and can invite people onto those teams as Team member. They cannot pick another role when they invite.
- Volunteers see their own serving dates, Music Stand, and the pieces you grant.
- Kids-only logins are for a tablet check-in station, often an iPad.
Giving is visible to admin and finance only unless you grant donations permissions on a custom role. Member notes are limited to pastor, admin, church admin, and finance unless you grant notes permissions.
You can change someone's role later. Deactivating a user stops sign-in without deleting church records.