Add an Administrator
To add new administrators into The Church Organiser, we will need to access the People module.
Click the People icon in the menu, to be taken to the People module.
To add a new person, click the Add Adult button, which we will find at the top right of the screen. We will then need to add some details for the new person.
As this is someone who will be able to log in to The Church Organiser, we will need to add the person’s name and an email address. The email address will then act as the username and is where the password will be sent once the profile is complete.
To give the new person permissions to access the various areas of The Church Organiser, we will need to add them to a Role. This is done by clicking the edit button, on the right of the Role section, just below the profile image. We can then choose the relevant Role from the dropdown menu. Adding someone to the Administrator Role will give them full access to the account.
If the person has indicated how they would prefer to be contacted, the relevant check boxes under ‘I am happy to be contacted by:’ can be ticked, or unticked, as required. We are also able to indicate if the person has given permission for us to store and process their data, by ticking the relevant tick box. Once we tick the box, we can add notes to record how permission was given and under what legal basis it is being granted.
Once all the details we have are completed, click the Save button at the bottom of the page.
Add an Address
To add the new person’s address, we will need to click the Relationships/Address tab and enter their surname or postcode. If they share an address with someone already in the LED, click the address in the list, otherwise, click Add New Address and their address can be added into the relevant fields. A land line phone number can be added here, as well, if they have one.
When the address has been added, click the Save button to save the details. We can now click the ‘x’ in the top right corner of the window, to close it, and we should be taken to the new person’s profile in the People module.