Invite teammates to help run your church in Gracely and give each person the right level of access by assigning a role.
Step-by-step guide
1. Go to User and Roles
On the left sidebar, near the bottom, click User and Roles.
👉 Log in to Gracely to follow along.
① User and Roles is near the bottom of the left sidebar. ② Click Invite user at the top of the page.
2. Click Invite user
At the top of the page, click Invite user.
3. Fill in the user’s details
In the pop-up:
Enter the user’s email.
Choose a role from the dropdown.
① Email ② Role: pick one of the predefined roles or a custom role. ③ Invite.
Then click Invite.
Available roles and their access
Gracely comes with six predefined roles:
Administrator — Full access to all features and settings, including giving, accounting, billing, and user management.
Pastor — Access to most features. Cannot see giving, funds, accounting, batches, or pledges, but can manage people, events, forms, communications, and users.
IT — Same access as Pastor: most features, but no giving, funds, accounting, batches, or pledges.
Standard — Basic, day-to-day features. Cannot view or manage giving/accounting and cannot open settings, billing, or user roles.
Group Leader — Focused on managing events and groups, with limited access elsewhere.
Event Coordinator — Limited to managing church events (create, edit, and oversee event details).
The Roles tab lists every role with its description and number of permissions. ① Roles ② Create Role adds a custom role.
💡 Tip: Need access that doesn’t fit a predefined role? You can create custom roles with exactly the permissions you choose (available on the Standard plan and above). See How to create custom user roles.
After you click Invite
The user receives an email with a link to set up their account. Once they accept, they appear in your user list as Active.
You can change anyone’s role later from the User and Roles page.
Open the ⋯ menu next to a user: ① Update changes their role, ② Delete removes their access. Invited users show as Pending until they set up their account.
Still need help?
Start a chat with us via the chat icon on the bottom right of your screen.