What Are Roles?
Roles define what features a user can access. Each role comes with a set of permissions (like managing people, events, forms, funds, etc.). You can assign a role to each invited user so they only see and manage what’s relevant to them.
Step-by-Step: Create a Custom Role
You must be an Administrator to create or edit roles.
1. Go to My Church > Users and Roles
On the left sidebar, click My Church, then choose Users and Roles.
2. Click the Roles tab
You’ll see two tabs at the top: Users and Roles. Click on Roles to manage or create new ones.
3. Hit + Create Role
A modal will open, allowing you to define your new role.
4. Fill in the details:
Display Name: (e.g., Volunteer Coordinator, Finance Officer)
Description: Explain what this role does for internal clarity.
Color: Choose a color to visually identify this role quickly.
Permissions: Tick the boxes for features this role should have access to.
Examples: People Management, Groups Management, Events, Forms, Giving, Communications, etc.
You can scroll through the full list of permission options before finalizing.
5. Click Create Role
Your custom role is now ready to assign to new or existing users!
Assign a Role to a User
Once you've created a custom role, you can assign it when:
Inviting a new user
Go to the Users tab
Click + Invite User
Enter their email and select the new custom role
Updating an existing user
Click the three dots
⋯next to the userChoose Edit
Change their role from the dropdown and save
Edit or Delete a Role
From the Roles tab:
Use the
⋯menu to:Edit: Update the name, description, or permissions.
Delete: Remove a role (only if it’s not assigned to any active user).
Best Practices
Keep roles simple and descriptive.
Use colors to visually group similar types of access.
For volunteers or group leaders, limit access to only what they need.
Avoid giving full access unless absolutely necessary (Administrator role).