All guides/First week/Super Admin · 6 min

Invite your team

Give follow-up a second owner before Sunday. Roles decide what a volunteer can see — including children and pastoral notes.

Open Settings → Users & Roles. A person in the directory is not automatically a signed-in user. Invitation is how they get a login and a role.

  1. 01

    Invite from the directory

    On Users & Roles, search for the person, pick a role, and send the invite. They receive a link. Pending invites can be copied or revoked from the same panel.

  2. 02

    Pick the role on purpose

    Super Admin can grant look-in and change church settings. A welcome-desk volunteer needs check-in, not pastoral notes and not children's records unless that is their job. Children and youth fields are filtered by the database — counts legitimately differ per role. That is visible behaviour, not a bug.

  3. 03

    Permissions are cloned at signup

    Each church gets its own role-permission rows when it is created. Changing what a role can do later is Settings → Permissions. New product permissions do not appear on existing churches until they are granted here.

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