Invite Your Team
You can add other people to your account so that they have access to manage your Church Profile, view Insights, and more.
Invite Person
- Select the Accounts tab
- Top Right: Select Invite Person
- Enter their email address
- Assign a role
- Role Types
- An Editor can edit your Church Profile and View Insights
- An Owner can edit your Church Profile, View Insights, add or edit Account Roles
- Delete locations
- Locations
- If your church has multiple locations, you can assign each person to a specific location
- Role Types
Once a person is invited, they'll need to accept via email before they can access their Church Portal account.
Resend Invite
- Select the Accounts tab
- Select the Person you want to re-invite
- Under "Invite pending. This user has not accepted your invite." you will see the option to "Resend Invite" to send the initial invitiation to that person again.
