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).
Only Account Owners are able to access Elvanto from the Tithely Dashboard.
The ability to perform these actions is based on your access permissions. If you are unable to complete certain actions you are most likely missing access to perform these functions. Please contact one of the Super Admins on your church's account directly so they can extend your permissions to accomplish this task!
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.
Access permissions are essentially just a tick-and-choose menu for your different roles. Simply select which areas you want which roles to be able to access.
Think about whether you want people to be able to see the details of everyone else in the system. If your church already has a public directory outside of Elvanto, most people in your church can already find this information, so you don’t have to worry so much about access.
If you do wish to limit access to People, you can do so in a number of ways. You can limit access to viewing people within groups they lead, people within groups they are a part of, or specified People Categories.
Groups Access works the same as People Access, except that it’s for Groups. If you have groups with people who would prefer others not to know they’re in the group (a Domestic Violence group, for example), then limiting access to Groups is a good idea.
If you wish to limit access to Groups, you can limit access to viewing only groups they lead, or to viewing groups they are a part of.