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 Users and Roles
On the left sidebar, click My Church to expand the menu.
Select Users and Roles.
2. Click Invite User
On the Users tab, 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.
Then send the 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).
💡 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 Users and Roles page.
Still need help?
Start a chat with us via the chat icon on the bottom right of your screen.