Users and Roles Video

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2 comments

  • Avatar
    hchildsjr

    There needs to be a explanation of the various levels of user permissions, and there needs to be more levels of permission to allow various users to function in multiple roles.  Perhaps Windows 10 permissions could be used?  For example, our treasurer needs to have access to contributions, batching, and transfers, but not to modify the persons database.

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    Emily W.

    Hi @hchildsjr!

    I would be happy to explain some different examples of how user permissions can be used. Each church sets them up a bit differently so there is no wrong way which is why there is no set explanation of the different levels.This makes it simple for churches to customize their Users and Roles.

    This page gives you an example description of how these permissions can be used. You can edit or change them to fit your particular ministry needs. 

    "For example, our treasurer needs to have access to contributions, batching, and transfers, but not to modify the persons database." This is possible! When you select the pencil icon on any role, you can edit the permissions to reflect this need. If you want to set up your own role for treasurer you can do that as well.

    Steps:

    1. Add New Role

    2. Create Name and Description

    3. Your permissions are listed below- only select Contributions:

     

     

     

    If you still have further questions on Users and Roles, don't hesitate to reach out, we’re here and happy to serve from 9am - 6pm (Eastern), Monday - Friday, either by phone (888.320.6030) or by email.

     

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