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People & assistants

Invite users

For admins

Invite a pastor or another admin, choose what they can open, and share their one-time link.

Invite a pastor · 1:19

Users is where you invite people, set their role, choose the sites they can sign in to, and attach them to assistants.

Invite someone

  1. Open Users in the menu.
  2. Select Invite user.
  3. Enter their Name and Email.
  4. Choose a Role: Member or Admin. See Who can do what.
  5. For a Member, tick the sites under Can sign in to: Pastoral assistant, Broadcasts, Telepastoring. An Admin can open all sites, so this list does not show.
  6. If Pastoral assistant is ticked, you can choose an assistant under Attach to assistant (optional). Then choose Owner or Delegate under As. An owner can edit that assistant's training.
  7. Select Create invite link.

You will get a one-time link to share. It expires in 7 days.

A box shows the link. If the email went out, it says "The invite was emailed. You can also share this one-time link. It expires in 7 days.". If not, it says "Invited, but the email couldn't be sent. Copy the link below or use Resend invite." Copy the link and send it by WhatsApp or another way.

If the email already belongs to someone, you will see "A user with that email already exists."

Read the list

The list shows each person's status: Active, Invited, Invite expired or Inactive. It also shows Role, Sites, Assistants (Owner or Delegate), Attestation and Last login.

Attestation shows Not required for admins, Attested with a date, or Not attested. A pastor confirms the consent statement in Contacts. See Add contacts.

Change or remove someone

Open the row menu for the person:

  • Edit role, sites and assistants
  • Resend invite, for someone whose invite is still waiting or has expired
  • Delete invite, only for an invite that has not been used and whose person has never signed in. If the person has signed in you will see "This person has signed in, so the invite can't be deleted. Deactivate them instead."
  • Deactivate or Reactivate. You don't see this on your own row.
  • Reset password, for people whose invite is active. See Passwords, invites and access.

In Edit role, sites and assistants, select Save changes when you are done.

Tip: Inviting a new pastor? Follow Onboarding checklist for a new pastor.

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Sign in, then select Help at the bottom right of any page.

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