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Permission Groups Explained

Nov 12, 2014 9:00:00 AM

With Church360° Members, it’s easy to set unique permissions for each user to fit the security needs of your church, allowing you to regulate what information people can see and edit within your church management software.

4 Steps to Create a New Permission Group

  1. Go to the Permissions page under Settings in the main menu on the left side of the screen.
  2. Type in the name of the permission group in the text box under “Name.”
  3. Choose the color you want associated with this permission group, then click the “Add Permission Group” button.
  4. The permission group will default with the settings “Cannot see people” and “Can see all events.” Edit the permission group to change these settings as you wish.

People Permissions

When setting up permissions related to the People tab, you must choose one of the following:

  • Cannot see peopleNo access the People tab or sub tabs or to the Membership portion of Trends.
  • Can see all people's informationAccess to People tab and sub tabs, but cannot add or edit records.
  • Can edit peopleAccess to People tab and sub tabs; can add and edit records, as well as full access to the Membership portion of Trends.

In the People permissions, you may also select one or both of the following:

  • Can edit own profile and householdAllows the user to update their own profile or household record. This option is only active when using Cannot see people or Can see all people's information.
  • Can see people's unlisted informationAllows the user to see unlisted phone numbers and email addresses.

Events Permissions

In the Event permissions section, you must choose one of the following:

  • Cannot see eventsUser will not have any access to the Events tab and sub tabs.
  • Can see all eventsUser can see the Events tab and the sub tabs but will not be able to add or edit event information.
  • Can manage eventsUser will have full rights to add and edit information in the events tab and the sub tabs.

Attendance Permissions

In the Attendance permissions section, you have the option to enable either or both of the following two options:

  • Can enter attendanceUser can enter attendance records for the church.
  • Can review attendanceUser can access the Overview tab and sub tabs. The user can also add, edit, and delete Attendance trends.

Offerings Permissions

In the Offerings permissions section, you may select any combination of the three following permissions:

  • Can enter offeringsUser can enter offering records for the church.
  • Can review offeringsUser can view the Overview tab and sub tabs. The user can also add, edit, and delete Offerings and Pledge trends.
  • Hide contributors' namesUser cannot see contributors’ names when entering offerings.

Supervisory Permissions

  • Can modify account settingsUser can access Settings and sub tabs plus offering funds.
  • Can delete recordsUser can delete information. This information includes people, household, and events.

Church360 Members Permission Groups

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Peter Frank

Written by Peter Frank

Peter Frank serves at Concordia Publishing House as a Senior Marketing Manager for Church Supplies, including Concordia Technology Solutions (CTS), the church management software division. A graduate of Concordia University Wisconsin, his background in theology, business, and computers gives him a unique perspective on technology in the church. Married and the father of two children, he is frequently humbled when his young children teach him something new about technology.

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