Roles and permissions

Every team member has one role. Settings > Roles & Permissions controls what each role can do.

The four roles

Role	Starts with
Owner	Full access, always. The person who created the account. This role cannot be changed.
Admin	Full access: view, edit and delete everything.
Editor	View and edit, but not delete.
Viewer	View only.

Change what a role can do

The grid lists each Access Area down the side: Dashboard, People, Groups, Milestones, Events, Communications, Finance, Reports, Analytics and Settings. For each role there are three switches:

• View: can see this area.
• Edit: can add and change things here.
• Delete: can remove things here.

Tick or untick to suit your church, then select Save Changes. For example, you might let Editors manage Events but only view People.

Good practice

• Keep Finance to the smallest group you can. Untick View for a role to hide Finance from it completely.
• Communications covers Messages, Automations and Announcements. Edit lets someone send emails and texts to your church, so only give it to people you trust to speak for the church.
• Give people the least access they need. A volunteer who sends rota reminders needs Communications Edit, but does not need to delete contacts.
• Barnabas follows the same rules: it only answers questions about areas the person asking can see.

To give someone a role, see Invite your team.