Roles
The Church Organiser allows us to create Roles which can have access to certain modules, have admin privileges set for the People module. We can also control which areas of the Life Events Diary can be viewed and edited and which Settings will be available.
Once the Roles are set up, we can assign people to the Roles and they will automatically be given the privileges that go along with the role.
Add a Role
To create a new Role, or edit an existing one, we will need to go to Settings and click Roles. We will see a list of all the roles that have already been created.
To add a new Role, click the Add Role button at the top right of the page, give the Role a name and click the Add Role button. We will see our new Role appear in the list.
If we are the person that originally set up this account for The Church Organiser, we will be added to the Administrator Role, automatically. Administrators have access to every element of The Church Organiser.
Edit a Role
To add the relevant permissions to our new Role, or to adjust an existing one, we need to click the pencil icon on the right of the Role.
We will be able to edit the name of the role, if we need to, by changing the text in the Name field.
The Admin Group drop down will allow us to apply an Admin Group to the role. Admin Groups are set up by going to Settings and clicking Admin Groups, which is covered in another video. The Admin Groups control the access people will have to view and edit people’s information, in the People module. They also control how the user will be able to communicate with people in the LED.
The Apps section allows us to control which Apps, within the LED, the Role will give access to. If we want people in this Role to have access to all the apps, click the toggle switch next to All. Otherwise, we can click the toggles next to the Apps we want to give access to.
App Specific Permissions
Some of the Apps have additional privileges that can be set, so we can control how much access users will have within the App. These can be set by clicking the cog next to the toggle for the app. Currently, only the Settings and the LED Apps have additional settings. For the Apps that don’t have any additional settings, clicking the cog will give you a message explaining what the app does.
Clicking the cog next to the Settings App will show us a list of all the Settings that are available. If we want people in this Role to have access to all the Settings, click the toggle labelled All, at the top of the list. If we need to limit the access to Settings, for this Role, simply click the toggles next to the Settings we wish to allow access to.
Clicking the cog next to the LED App will give you a list of all the locations that have been set up in our LED, the different service types that we are able to administer through the LED and the option to allow access to the Print and Export button. We can then decide which services this Role should have access to and, if we have more than one location, which locations this will apply to.
As we select the different service types, we will notice that more settings, for each service, become available below. These additional settings allow us to decide which areas of each service this Role will be able to view and edit. If we want the Role to be able to View or Edit everything, click the toggles at the top of the section, labelled All. If we only wish to give access to certain areas of each service, click the relevant toggles below these. To give the Role access to View only, click the first toggle. If we want the Role to be able to View and Edit, click the second toggle.
Once all the permissions have been set, we need to click the Save All button, at the bottom, to save our Role.
Add People to a Role
We can assign people to a Role in two ways. First, by going to Settings, clicking Roles and then clicking the Manage People icon. We can then start typing the person’s name in the search box and select them from the list that appears below. We are able to add as many people as we need by typing their names.
The other way to assign someone to a Role is in the People module. We will need to click People, search for the person we wish to assign to the role, click their name in the list and click the Edit button on their profile. We can change the Role, directly below their image, by clicking the pencil icon. We will then be able to select the relevant Role from the drop down menu.
Once we’ve selected the role, click the Save button at the bottom of their profile.
People can only be assigned to one Role at a time.