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Keeping track of your church family shouldn’t mean chasing spreadsheets, searching through separate systems or wondering whether someone followed up.
How-to guides
How to invite a teammate and set their role
Give your pastor, admin, or volunteer leader access without sharing your password.
Step-by-step guideAbout 5 minutes
Before you begin
- You must be an Owner or Admin
Roles in plain English
Owner — full control including billing. Admin — manage settings, people, and modules. Creator — build content (bulletins, events) but limited settings. Fundraiser — giving and campaigns focus. Invited — basic access you define.
Step-by-step
Open Settings → Users
Click Settings in the sidebar, then Users (or Team).
Invite someone
Click Invite user. Enter their email address.
Pick a role
Choose Admin for office managers, Creator for communications volunteers, Fundraiser for finance volunteers.
Send the invite
They receive an email with a link to create their login. The link expires after a few days — resend if needed.
They accept and sign in
Once they click the link and set a password, they appear in your Users list as active.
Tips
- Give people the lowest role that still lets them do their job.
- Use separate logins for each person — never share one password.
If something goes wrong
Invite email never arrived
Check spam. Confirm the email address. Click Resend invite from the Users list.
User cannot see Bulletins or Giving
Their role may be too limited, or that module is disabled under Modules. Adjust role or enable the module.
Related articles
Also available in-app at /help/users when you're signed in.