Adding Roles

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Roles represent a set of permissions that can be assigned to multiple users for different areas of Church360° Members. New roles can be added at any time and then assigned or reassigned to new and current logins.

To create a new set of permissions,

1. Click on the gear icon to open your Settings view.

2. On the navigation menu on the left, select “Roles” under the Admin section. 

3. Near the top of the page, choose the area of the software the role will be in regards to.

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4. Click "Add Role" to start a new entry with a list of the area's permissions to the right of the screen.

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5. Type in a name for the role. It's recommended to name roles based on the type of positions that will be using the role, like "Offering Counters" or "Financial Secretary".

6. If applicable, choose a relevant color for the role. It will appear in this color on the Login screen for easier identification.

7. Check the boxes for relevant permissions for the role. Some selections require other permissions in order to be marked. For example, one wouldn't be able to "Edit people's information" without the ability to "See people's information" first.

8. Click "Save" to save the role for future use.

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