How do I manage users and roles?

Users & Roles decides who can see and change what, which is the single most important safeguard around your church's people and giving data. Assigning permissions by role rather than person means a new staff member gets exactly the right access on day one, and access goes away cleanly when someone leaves. Use it when you add or remove staff and volunteers, when someone changes responsibilities, or during a periodic review of who has administrative access.

Start at More > Admin Tools, then open Users & Roles. The required permission may be needed before this tile appears.

Admin Tools

Steps

1. Tap More in the bottom navigation.
2. Tap Admin Tools under Administration.
3. Tap Network & System, then tap Users & Roles. You can also enter Users & Roles in Search Admin Tools.
4. Use the users view to add or update a user.
5. Open the roles view to manage role permissions, then save changes.

If the tile or an action is missing, ask a network administrator to review your permissions.