Give someone a staff role

Every approved person gets standard member access. A staff role adds tools under Administration. Your church may use its own names for these roles; the names below are the usual ones.

What each role can do

• Secretary (or whatever your church calls the office role): approves new sign-ins, keeps the directory, gives staff roles (except Webmaster), and runs the Sunday page, announcements, the calendar, member emails, serving schedules, Sunday school, small groups, church offices, church settings, shared photos, directory photos, shared computers, financial reports, importing, inviting, downloading data and the activity log.
• Leadership Team: the Sunday page, announcements, the calendar, the Sunday livestream link, and reviewing prayer requests.
• Sound Team: posts the private Sunday livestream link.
• Treasurer: online giving records and year-end statements (only the treasurer sees these), and financial reports for members.
• Webmaster: everything the secretary can do, plus the livestream, prayer review, problem reports and alert emails. Only a webmaster can make someone else a webmaster. Give this only to someone who looks after the website. The webmaster doesn’t see giving records; those stay with the treasurer.

A person can have more than one role.

Before you start

• The person must sign in once and be approved. Staff roles can only be given to approved accounts. See Approve new sign-ins.

Steps

1. Open Administration → People & access, then the People tab.
2. Search by name, email, or the last 4 digits of their phone. Or tap Show all. The Staff filter shows everyone who already has a role.
3. Choose the person.
4. Under Staff roles, tick or untick the roles.
5. Tap Review role change. Check the summary, then tap Save roles.

They’ll see the new tools the next time they open Administration.

Good to know

• Someone under 18 can only have the Sound Team role.
• You can’t remove your own Webmaster role, and your church must always keep at least one webmaster.
• Every role change is recorded in Administration → Activity log.

If something goes wrong

• The Webmaster box is greyed out. Only a webmaster can give, remove or change the Webmaster role.
• “Staff roles can be given once this account is approved.” Approve the person first on the Requests tab.
• “Roles could not be saved.” Someone may have changed this account at the same time. Search again and try once more.
• They still don’t see the new tools. Ask them to tap Refresh at the top of the member area, or close and reopen the app.