A quick reference for what each role can do in Gracely, plus how to build your own with custom roles.
The six predefined roles
Role | What it can do |
Administrator | Full access to everything — people, events, giving, accounting, batches, integrations, settings, billing, and user roles. |
Pastor | Most features. Cannot access giving, funds, accounting, batches, or pledge accounts. Can manage people, events, forms, communications, and users. |
IT | Same access as Pastor — most features, but no giving, funds, accounting, batches, or pledge accounts. |
Standard | Day-to-day features (people, groups, families, events, messages, forms). No giving/accounting, settings, billing, follow-ups, or user roles. |
Group Leader | Manage events and groups. Limited access elsewhere. |
Event Coordinator | Manage church events only (create, edit, oversee). |
💡 Tip: Only the Administrator can view and manage giving, accounting, billing, and user roles.
What permissions control
Each role is a set of on/off permissions. The full list:
People Management — view and manage people/members.
Families Management — manage family records.
Groups Management — create and manage groups.
Events Management — create and manage events.
Messages and Updates — send communications and announcements.
Forms — build and manage forms.
Funds and Giving — manage funds and view contributions.
Pledge Accounts and Batches — manage pledges and giving batches.
Accounting — manage accounts, categories, payees, and entries.
Appointments — manage appointments.
Follow-Ups — manage follow-up workflows.
Portal — manage the member portal / church website.
Integrations — connect Stripe, PayPal, and more.
Settings, Subscription, and User Roles — church settings, billing, and managing users/roles.
Custom roles
Need a mix the predefined roles don't offer? On the Standard plan and above, an Administrator can create custom roles with exactly the permissions you choose. See How to create custom user roles.
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