Category: Users/Roles

October 19, 2017 contributions by

New User Role: FinanceViewOnly

This new role is designed for staff who need to view summary reports for contributions, but not perform data entry or view contribution data for ...
July 31, 2017 SQL Reports by

New SQL Recipe – User Roles Report

If you have ever wanted run a report for people in a specific Organization, or a Tag, or Search Builder results and see of all ...
June 12, 2017 Admin Feature by

Best Practices-Managing User Accounts

Every church has a certain amount of turnover, whether it is staff members, seasonal interns, or even lay leaders. So, the questions become these: What ...
May 30, 2017 Admin Feature by

New Options for Editing “Campus”

The default requirement forĀ editing the Campus selection on someone’s people record is for the user to have Access and Edit roles. However, we have just ...