Follow the steps below to invite a new user and assign them the correct role.
Step-by-Step Guide
1. Go to Users and Roles
On the left-hand menu, click on your church name to expand the dropdown.
Select Users and Roles
2. Click Invite User
At the top of the Users page, click the Invite User button.
3. Fill in the User’s Details
In the pop-up modal:
Enter the user’s email.
Choose the appropriate role from the dropdown list.
Available Roles and Their Access
Each role provides different access levels:
Administrator
Full access to all features and settings. Can manage users and view giving details.Pastor
Access to almost all features. Cannot view giving details but can manage events, people, and user roles.Standard
Access to basic features. Cannot manage giving or access system settings.Group Leader
Can manage church events and groups, with limited access to other features.Event Coordinator
Limited to managing church events (create, edit, and oversee event details).
💡 Tip: You can always change a user’s role later from the Users and Roles page.
After You Click Invite
Once you click Invite, the user will receive an email with a link to set up their account. After they accept the invitation, they’ll be added to your user list as Active.
Need More Help?
If you run into issues or need help choosing a role, feel free to contact our support team via the chat icon on the bottom right of your screen.