To access your Church360° site, each user will need their own login with assigned roles. And as staff and volunteers change within your church, these logins will need to be managed to make sure access to your congregation's records are restricted to only those who need it.
It is recommended to review or create roles for the logins you are looking to create before inviting them to set up their credentials.
To add a new login for your site,
1. Click on the gear icon to open your Settings view.
2. On the navigation menu on the left, select “Logins” under the Admin section.
3. Click to "Add login" to open a new entry.
4. Use the drop-down field to select the person record whose email addresses will be used for invitations.
- If an individual doesn't have at least one personal or work email on their record, they will be denoted as having no email. Users will need to go into the record, add or edit an email address as either personal or work and try creating a login again.
5. Click the roles to assign to the login. A login can be given multiple roles to allow for combined permissions.
- If a person is given an administrator role, they have all permissions related to that area of the software and do not need any additional roles.
- If a person is given no roles for an area of software, they will not have that area available to them on the navigation bar.
6. Click "Save" to confirm the login's settings and automatically send out an invitation to all personal and work email addresses found on their person record.
- Until the invitee opens the invitation message and finishes creating an account and password, they will be marked as "Pending invite" and not display an email address yet.
- If multiple email addresses are sent an invitation, the email address that is used to create the account and password will be the username for logging into the site.
- If a user needs to update their email address, they can do so in User Settings.