Jump to:
Step 1: Navigate to Users ⚙️
Go to Settings (bottom left corner of your dashboard).
Click Users.
Select Add New.
Step 2: Add Contact Information 📇
Fill in the following fields for your new user:
First Name and Last Name
Email Address ✉️
Cell Phone Number 📱 (required for two-factor authentication)
Job Title (Senior Pastor, Executive Pastor, or select “Other”)
👉 You can also add a user signature (like “Pastor John Doe, M.Div.”) and adjust optional settings such as payment amount, weekly digest, or enabling browser SMS notifications.
Step 3: Choose the User Role 👤
Admin → Full access to edit and view everything in the account.
User → Limited access with customizable permissions
Step 4: Set Permission Levels 🔐
For each feature, you can choose:
No Access 🚫
View Only 👀
View + Modify ✍️
View + Modify + Delete 🗑️
Here are some key areas you can customize:
Billing 💳
Callers & Teams (for those using Calling) ☎️
Connect Cards (digital guest cards) 📝
Digital Receptionist (Calling feature) 📞
Giving Data 💵
Groups (choose all Groups or assign specific Groups) 👥
Integrations 🔗
Messaging (we recommend at least “View + Modify” so they can send texts) 💬
Pages (under Connect) 🌐
People (contacts—must have at least “View” access to text anyone) 📇
Phone Numbers 📱
Automated Workflows (automated processes—set to view, modify, or delete) ⚡
Step 5: Save and Invite 📩
Once you’ve set up the permissions, click Save. Your new user will automatically receive an email invitation to join your Text In Church account.
✅ That’s it! You’ve successfully added a new user and customized their access.
Keep in mind that for a user to send messages to their assigned groups, they'll need "View and Modify" level access to Messaging within their User Permissions.
To update a user's permissions, go to Settings, select Users, click the three-dot icon next to the user, and choose Manage Permissions.
