Admin Roles

We understand that there is a variety of roles and services to insure the proper function of each church.  We've developed numerous roles to assure smooth and unified functions of your church.

Roles

For Every One

Admin Roles

Super Admin

This role give you access to all non-financial features across all your campuses (locations).
  • Manage Campuses (locations)
  • Manage Admins
  • Manage Users
  • Manage Donor Companies
  • Manage Communication for assigned campuses
  • Manage Events for assigned campuses
  • Manage Services for assigned campuses
  • Financial Access (Payments and donation management)

General Admin

This roles gives you access to most non-financial admin features for assigned to campus (location).
  • Manage Campuses (locations)
  • Manage Admins
  • Manage Users
  • Manage Donor Companies
  • Manage Communication for assigned campuses
  • Manage Events for assigned campuses
  • Manage Services for assigned campuses (can view only)
  • Financial Access (Payments and donation management)

Member's Admin

This role was created for member database management.
  • Manage Campuses (locations)
  • Manage Admins
  • Manage Users
  • Manage Donor Companies
  • Manage Communication for assigned campuses
  • Manage Events for assigned campuses
  • Manage Services for assigned campuses
  • Financial Access (Payments and donation management)

Service Roles

Priest User

This is an add on role. You can give any role priest/pastoral access.
  • Manage Users
  • Manage Donor Companies
  • Manage Communication for assigned campuses
  • Manage Events for assigned campuses
  • Manage Services for assigned campuses
  • Outreach/visitation of household and individuals with encrypted notes
  • Manage roles for all services (member, servant or servant coordinator assignment)
  • Financial Access (Payments and donation management)

Servant Coordinator

This role is for service leaders. They have full privileges over the services they lead.
  • Manage Users (for own services only)
  • Manage Donor Companies
  • Manage Communication for assigned services (coming soon)
  • Manage Events for assigned services
  • Manage Services
  • Outreach/visitation of members of own service with unencrypted notes
  • Manage roles within assigned service (member, servant or servant coordinator assignment)
  • Financial Access (Payments and donation management)

Servant

This role is for servant. They have some privileges over the service they're in.
  • Manage Users (for own services only)
  • Manage Donor Companies
  • Manage Communication for assigned services (coming soon)
  • Manage Events for assigned services
  • Manage Services
  • Outreach/visitation of members of own service with unencrypted notes
  • Manage roles within assigned service (member, servant or servant coordinator assignment)
  • Financial Access (Payments and donation management)

Financial Roles

Treasurer

This is the most elevated financial role. It gives you access to everything money related.
  • Manage Users
  • Manage Donor Companies
  • View Events for all campuses
  • View Services for all campuses
  • View all individual payments (donations and non-donation payments)
  • Manage Donations
  • Manage Tax Receipts (feature coming soon)
  • Create/Export Donation Reports

Accountant

This accountant role is for general financial administration.
  • Manage Users
  • Manage Donor Companies
  • View Events for all campuses
  • View Services for all campuses
  • View all individual payments (donations and non-donation payments)
  • Manage Donations
  • Manage Tax Receipts (feature coming soon)
  • Create/Export Donation Reports

Financial User

This is an add on role. You can give any role financial access.
  • Manage Users
  • Manage Donor Companies
  • View Events for all campuses
  • View Services for all campuses
  • View all individual payments (donations and non-donation payments)
  • Manage Donations
  • Manage Tax Receipts (feature coming soon)
  • Create/Export Donation Reports

Have Questions?

Get InTouch

Try out our free 50 member subscription

Learn More