Introduction: Updating areas that impact admin settings in Elvanto is essential for several reasons, including maintaining security, ensuring proper user access, and adapting to organizational changes. Here are some key areas where updates might be needed:
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Communication Settings:
To begin with, you need to navigate to the communication settings section of the platform. This area is crucial as it allows you to manage how you receive notifications and updates from the system. Once you are in the communication settings, you will have the option to unsubscribe from various email notifications or to remove the admin's email address from the list of contacts. This step is essential if you no longer wish to receive communications from the admin.
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Group Leaders:
Next, you will want to access the group settings. This section allows you to manage the leadership roles within your groups. If you find it necessary to change the group dynamics, you can remove the admin from their position as a leader. Doing so can help in redistributing responsibilities and ensuring that the group is led by individuals who are currently active and engaged.
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People Flows:
Moving on, you should go to the flow settings where you can manage the various workflows within your organization. In this section, you have the ability to remove the admin from their role as an administrator or step administrator. This is an important action to take if there is a need for a change in oversight or if the admin is no longer involved in the process.
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Reports To/Departments:
Additionally, you will need to update the admin's profile. This involves making necessary adjustments to reflect their current role within the organization. Specifically, you should remove the admin from any "Reports to" or departmental roles they may currently hold. This step is vital in ensuring that the organizational structure remains accurate and that reporting lines are clear.
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Forms:
Finally, you should access the form settings. This area allows you to manage the various forms used within your organization. If the admin has been assigned administrative privileges over these forms, you will need to remove them from this role. This action is crucial to ensure that form management is handled by someone who is actively involved and capable of overseeing the processes effectively.
You may also need to update several areas to ensure they no longer have access:
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Revoke Super Admin Status: If the person is a Super Admin, log in as an existing Super Admin, go to Settings > Super Admins, and remove them by clicking the trash can icon next to their name. Then, save the changes to finalize the removal.
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Adjust Access Permissions: If the person had specific access permissions, navigate to Settings > Access Permissions and modify their role to limit or revoke access.
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Suspend or Delete the Profile:
- If you want to keep the person's data but revoke access, mark their account as Suspended under People > Profile > Account & Volunteering.
- To fully delete the profile, navigate to their profile and choose Delete. Be aware that deletion removes them from groups and volunteer schedules, but transaction records will remain.
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Remove from Reports and Notifications: Ensure they are not set to receive automated reports, emails, or notifications within Elvanto’s settings.
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Verify Through Tithely: If the admin was originally added through Tithely, changes in Tithely may impact Elvanto roles. Removing them from Tithely does not automatically remove them from Elvanto, so manual profile updates may still be necessary.
For further assistance, you can refer to Elvanto’s official support articles:
Conclusion:
Taking these steps to update admin settings in Elvanto is crucial for maintaining security, efficiency, and proper access control within your church management system. Ensuring that former admins no longer have access helps protect sensitive data and prevent unauthorized changes. Adjusting permissions, updating reports, and managing notifications also keeps your team organized and ensures a smooth transition when leadership roles change. By regularly reviewing and updating these settings, your church can maintain a secure and well-structured administrative environment that supports its mission effectively