How to manage permissions
Go to Settings > Users, find the user, and click the three-dot menu. Select Manage Permissions.
Permission levels
Each module in Text In Church can be set to one of four levels:
No Access
View Only
View & Modify
View, Modify & Delete
Things to consider before setting permissions
Before adjusting a user's permissions, think through how they'll use Text In Church:
Financial secretary -- consider enabling access to billing and payment data
Ministry leader -- you can limit group access to only the groups they oversee
Connect card manager -- grant View & Modify access to connect cards
Workflow manager -- grant View & Modify access to workflows
Highly trusted staff -- View, Modify & Delete across all modules
For phone lines, you can grant access to a single line or all numbers. For Groups, you can select all Groups or specific ones. There's a lot of flexibility, so tailor it to the role.