Onboarding Your Team
GoDoChurch is designed to be used by every member of your church staff, whether they are the administrator, senior pastor, or head of the follow up ministry.
This article will help you understand how to give other members of your staff access to your GoDoChurch database.
Onboarding a staff member has three steps:
- Create an account for them OR they create an account for themselves.
- Set their permission levels in the system.
- Have them trained in the system.
Creating a GoDoChurch account
For a person to be able to log into your GoDoChurch database they need to have an account with GoDoChurch. There are two ways a person can create an account. Either they can download the GoDoChurch mobile app and create an account through that, or someone with administrative permission levels can create an account for them from within GoDoChurch. We will be focusing on this latter option in this article.
If you have not yet read our help file explaining the difference between a profile, a login, and an account, we suggest you do so now: Understanding profiles, accounts, and logins.
Creating an account for someone from within GoDoChurch
To create a GoDoChurch account for someone:
Log into your database at admin.godochurch.com
Find the person to whom you want to grant access by searching for them in GoDoChurch and opening their profile.
If a profile for the person does not yet exist, go ahead and add them to the system.
With the person's profile open click on the Account tab.
If the person does not have an account you will be given an option to create one for them. Click on Create an account for this user.
Note: you are, in effect, setting up both an account for them, and creating a login since a login is just a connection between their account and your GoDoChurch database.
Fill in an email and password for them and click Create Account.
Action Point: you will need to send them this info in order for them to be to access the system. Don't worry, they can change their password later. Copy and paste their login info somewhere and follow the rest of the instructions.
An email will now be sent to this person asking them to verify their email address.
Once you have created an account and login for the person you now need to set their permission levels. Click on Assign Permissions.
On the next screen, change the Permission level for this database drop-down menu to the required permission level. Select from:
Administrator: Admins have the ability to change the settings of the database.
Power User: A Power User has most of the permission levels of a full Admin but they are not able to edit the database settings.
Executive User: An Executive User cannot edit groups or database setting.
Trusted User: A Trusted User has limited access, and can only search the database, and send emails.
Note: You can see a full break down of the various permission levels by going to Settings >> Permissions in the main menu in GoDoChurch.
Once you have done all this, send an email to the new teammate inviting them to log into the system at admin.godochurch.com with the email and the password you set for them.
We recommend the person log in and immediately change their password.
Granting someone Admin level permissions
In some instances, you will want to grant a staff member full Admin rights. Admins have the ability to change the settings of the database. We recommend only granting this level of access to a very few people on your team.
Read more on Changing permission levels.
Note: When a person creates a database they are automatically granted Admin level permissions in GoDoChurch.
Note: Only people with Admin level permissions can set others to Admin.
Having your staff trained
It is critical that you ensure your staff are properly training in how to use GoDoChurch. The system is very intuitive, but why not ensure your staff are making the most of it by pointing them to our Getting Started Guide and other help files in the GoDoChurch Support centre?
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