Approve new sign-ins
Let new people into the member area, set their church status, link them to the directory, and turn access off.
Who does thisSecretary or webmaster
When someone signs in for the first time, the member area stays closed to them until they’re approved. Many people are let in automatically: if their verified email or mobile number matches exactly one adult in the directory, and the last name they type matches too. Everyone else waits for the office.
Administration → People & access is where you handle this. Only the secretary (or whatever your church calls the office role) and the webmaster can open it. An Account requests tile on the Administration overview shows how many are waiting.
Approve a request
- Open the Requests tab.
- Find the person. You’ll see their name, sign-in and the date they asked.
- If they’re not linked to the directory yet, tap Link to directory person, search for them, and tap Link account. You can also approve now and link later.
- Tap Review approval.
- Choose their Church status: Church member or Regular attendee. Both get the same access.
- Tick the box to confirm you’ve checked who they are.
- Tap Approve standard access.
If you don’t know the person, tap Decline request, then Decline and block access. You can move them back later.
Check or change someone later
Open the People tab. Search by name, email or the last 4 digits of their phone, or use a filter like Not linked or Church status not recorded. Choose a person to:
- change their Church status and tap Save church status
- Link to directory person or Change directory person, or Unlink
- give them a staff role (see Give someone a staff role)
- Turn off access for someone who has left. Nothing is deleted.
Declined and turned-off accounts are on the Turned off tab. Tap Move back to requests to approve them again.
Preapprove a phone number
On the Preapprove tab you can enter a confirmed adult member’s name and personal mobile number. When they sign in with that number and name within 30 days, they’re let in. This doesn’t link them to the directory, so link them afterward.
If something goes wrong
- “Waiting for the person to finish their name and sign-in verification.” They haven’t finished signing in. Nothing to do yet.
- “This login belongs to a teen.” A parent approves teen logins from their own account. See Your family and teen logins.
- “You can’t change the directory link on your own account.” Ask another secretary or the webmaster.
- Someone sees the wrong family. Open them on the People tab and tap Change directory person.