How to restrict or grant user access to particular features in the software
Settings to restrict or grant user permissions are in the Church Manager tab.
There are two types of users: Church Administrator and Church User. A Church Administrator has no restrictions in the system and can manage permissions for Church Users. This designation is set when the User Account is first created. If your organization does not have any Church Administrator designations, you must contact your managing organization such as your diocese to add new users or set permissions.
*Note: if the Church belongs to a diocese, some restrictions may be in place even for the Church Administrator.
To edit a user's permissions, go to Church Manager, Permissions
Use Quick Find to select the user account.
Selecting the person's Permissions Record will display the modules and each function within that module for which permissions may be set.
In order for a user to see a module (e.g. Ledgers & Payables, Payroll, etc.) You must check the Show box in Permissions (see orange arrow in image above). Permissions in general may be restricted with: Read, Allow/Write, or Delete. There are options specific to each module. For example, Ledgers and Payables has the following options:
In Church Manager, Options, if you turn on Entity Level Restrictions you may Restrict which accounts the user is able to see by restricting access to one or several entities:
Once the feature is turned on you can see this screen in the User Permissions: