Inviting and managing users
Pastors and leaders
Give someone access to your parish or part of the structure, choose Submit or View only, resend an invitation and remove access.
Who can invite whom
Anyone can invite other people, within their own access and at the same or a lower level:
- A parish pastor can invite people to their parish (for example the parish secretary or financial secretary).
- An Area, Zone, Province or Regional pastor can invite people to their own level or to anything beneath it.
- Someone with View only access can only invite others as View only.
Administrators can give anyone any access (see Administration).
Inviting someone
- Click Invite users in the top menu.
- Under Invite someone fill in:
- Email — the address they will sign in with;
- Name — e.g. Sis. Grace Ade (Parish secretary);
- Access to — the parish, Area, Zone, Province or Region. Access to a higher level includes every parish beneath it;
- Access level — Submit & view reports (can enter and save monthly reports) or View reports only.
- Click Send invitation.
They receive an email with a link (valid 7 days) to choose a password and set up two-step verification. If they already have an account, the new access is added to it and they are told by email.
Sign-off authority (Parish Pastor, Provincial Pastor, Regional Pastor, Continental Overseer) cannot be given through Invite users — only the administrator can give it. A Parish Treasurer invited with Submit & view can enter and save reports for the Parish Pastor to sign off.
Checking and changing access
The list People with access in your area shows everyone with access within your part of the structure, their status (pending = not yet activated) and their access.
- Resend invite — sends a fresh link if they lost the email or it expired.
- remove (next to an access) — takes that access away. Their account stays, without that access.
Tips
- Invite people by their own email address — never share a sign-in.
- Give View only to people who only need to read reports.
- When someone leaves a role, remove their access straight away.