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Users & Roles

Church Manager app has an authorization feature to ensure that the right person is performing an action in the system. For example, some churches may require that certain users are not allowed access to financial information or certain specific information about the system.

Church Manager app achieves this through what we call Roles. A role defines what the administrator can do and cannot do. Users of the system are categorized into roles. A role is made up of specific tasks that a user is allowed to perform. A task is a specific action a user can perform with the system. An example is adding Tithe information to system.

Add Role:

To add/create a role:

  1. Navigate to “Drop container > Administration”
  2. Select “Roles” from the menu bar.
  3. Click on “Add Role” button
  4. Complete the fields as required
    • From the Basic Information Tab
      • Enter the name of the role
      • Enter a two-character code which uniquely identifies this role
      • Enter a description for this role
    • From the Tasks tab
      • Select the specific actions users with this role can perform
  5. Click on the Save button to save the role.

Edit Role:

To edit a role:

  1. Navigate to “Drop container > Administration”
  2. Select “Roles” from the menu bar.
  3. On the row corresponding to the role you want to delete, click on the action button at the far right.
  4. Complete the fields as required
    • From the Basic Information Tab
      • Enter the name of the role
      • Enter a two-character code which uniquely identifies this role
      • Enter a description for this role
    • From the Tasks tab
      • Select the specific actions users with this role can perform
  5. Click on the Save button. The edited role will be saved.

With the roles created, we can create users and assign them roles.

Add Users:

To add Administrators/Users to the system,

  1. Navigate to “Drop container > Administration”
  2. Select “Users” from the menu bar.
  3. Click on “Add User” button
  4. Complete the fields as required
    • The Enabled field determines if the user can log into the system. To prevent an administrator to log into the system, select No.
    • Select the role to assign to the user
  5. Click on the Save button to save the user details.

Edit User:

To edit a user:

  1. Navigate to “Drop container > Administration”
  2. Select “Users” from the menu bar.
  3. From the User List section, click the action button on the record you want to edit.
  4. Edit as you want.
  5. Click on the Save button. The edited user details will be saved.

Delete User

It is generally not advisable to delete a user. The system associates a user to the actions he performs while using the system. Deleting a user will make it difficult to associate a user to actions previously performed.

If you want to prevent a user from accessing the system, edit the particular user’s profile (see Edit User), and select No from the enabled field. This will disable the user and prevent him/her from accessing the system even if he/she inputs the right password and username when logging into the system.