Your Back Office gives you the ability to create different Login's for different people to access the features of the Back Office. With these different Login's you can also assign permissions to those roles so they can only manage certain sections of the Back Office.


1. The first step in this process is to create a ROLE and add the permissions. 


  • You add a role by clicking the STAFF button and clicking MANAGE ROLES:

Click ADD ROLES:

  • Give the Role a name and short description, popular ones are Secretary, Youth Pastor, Volunteer, etc.


  • Once you select SAVE you will set the permissions. Click the KEY ICON to set the permissions:


  • You will check each box you want this role to be able to access.


2. Once the Role is created and the permissions are set you can navigate to the MANAGE STAFF button and create the Staff Member Login:

  • Click ADD STAFF:


  • Fill in the required fields and select the ROLE you would like to assign to this member login information:


  • Select SAVE and provide the username and password to the new Staff/Volunteer


You can also view our Back Office Training Video recording on this section here at the 16:30 marker: