Your account comes with an inbuilt permission system called ‘Access Permissions’. Access Permissions allow you to set up custom access for individuals or groups of users in your account. For security and management purposes, we recommend setting permissions based on roles rather than individuals.

Users can be assigned more than one access permission if needed, and these can be allocated within individual profiles.

Below are examples of what might be included in access permissions for different roles. You might want to restrict access and apply lockdowns so users assigned to the access permission are limited to only certain elements of this information, too (but we’ll talk more about this in the a later article).

Access Permissions

Role Based Access Permissions

We recommend creating individual Access Permissions for each of the different roles within your church. For example, you might have a ‘Group Leaders’ and a ‘Finance Administrator’ Access Permission. Simply assign those permissions to those that need it to give them access as needed.