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Invite staff and review access

Give each person the tools their role needs.

Actual ChurchFoundry screen. Fictional Christ Church demo data; tools depend on plan, permissions and configuration.

Invite staff and review access in the fictional Christ Church demonstration workspace

Invite staff and review access in the fictional Christ Church demonstration workspace

Actual ChurchFoundry screen. Fictional Christ Church demo data; tools depend on plan, permissions and configuration.

Before you begin

Sign in to your church workspace with permission to manage this area. Available tools depend on your plan and church configuration.

Follow these steps

  1. Review the person’s directory record and email before granting staff access.
  2. Use Staff to manage the team and Access to review roles and permissions with an authorized administrator.
  3. Choose permissions appropriate to that person’s work, including any sensitive giving or care access.
  4. Ask the team member to sign in and check the pages available to them before assigning their first task.

Check access before rollout

A missing page can be a permission or plan issue. Ask an administrator to review the relevant grant; knowing a page URL does not grant access. Revisit permissions when someone changes roles.

By Moriah LLC, makers of ChurchFoundry · Reviewed

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