How to assign access rights and permissions to a staff member

To assign permissions you must have Organization Administrator privileges assigned to your login credentials.  

Note: if you do not have current permission to assign permissions, you must contact the current account administrator (most often at the church but in some cases at the diocese). They will need to update your credentials to give you this permission. If you do not know who to contact, ParishSOFT Support can give you the names of the staff that are set up with assigned permission credentials.

1. Go to Administration → Manage Staff.
   
2. Click the individual's name to open his or her staff assignment record. The record opens to the Access Rights tab.
3. Click Edit Details.
4. In the drop-down list in the upper-right, select the organization and associated position for which you want to assign access rights and permissions, as shown in the following illustration:

   
   
   How to assign access rights to a staff member

5. On the Access Rights page, complete the following:
   • All users must have these 2 boxes checked to be able to access ParishSOFT Family Suite: 
     Grant Login Privileges & ParishSoft Access.
   • All users must have a check next to any module to which they require access (see #6).
     
   • To allow the staff member to view and edit information in the Pastoral section (located on the Notes tab in Family Details), select the Edit/View Pastoral Notes check box.
6. The ParishSOFT Modules contain settings that enable you to give the staff member access to modules and assign specific permissions within those modules. Do one of the following:
   • A staff member with Organization Administrator rights and permissions has global access and permissions to all functions. To assign the staff member global access and permissions:
     • Check the Organization Admin box.
     • Click Save & Close. The View checkbox for each module is selected, and all permission settings within each module are selected.
   • To assign access rights to individual modules and specific permissions within those modules, do the following:
     1. Select the View check box to enable the staff member to view and access a module. 
     2. Assign specific permissions within each by selecting the checkboxes.
     3. In the ParishSOFT group, as mentioned above, the ParishSOFT Access check box must be checked to give the member access to ANY modules in the ParishSOFT Family Suite.
     4. (optional) In the ParishSOFT group, select the Suspense Reviewer checkbox to give the staff member rights to review new user registration requests and record change requests.
   • Please note: If the staff is granted access to the Offering module, they will still need to be given fund permissions to access records for those funds.
7. Click Save & Close.
8. Once this has been completed, the user must log out and back in to benefit from these changes.

Top

Updated September 16, 2024 20:21