This article explains how to assign access rights and permissions to a staff member in ParishSOFT Family Suite. Assigning permissions ensures staff can access the modules and features they need while protecting sensitive data.

Before You Begin

• You must have Organization Administrator privileges to assign permissions.
• If you do not have permission to manage access rights:
  • Contact your organization’s current administrator, or
  • Contact ParishSOFT Support to identify who has administrator access.

Where to Assign Permissions

1. Navigate to Administration → Manage Staff.
2. Select the staff member’s name to open their record.
3. The record opens to the Access Rights tab.
4. Select Edit Details. 
   

Select Organization and Position

• Use the dropdown in the upper‑right corner to:
  • Select the organization, and
  • Select the position for which permissions will be assigned
    

Permissions are assigned per organization and position.

Required Access Settings

To allow a staff member to access ParishSOFT Family Suite:

• Grant Login Privileges must be checked
• ParishSOFT Access must be checked

Without both options selected, the user cannot access any modules.

Assign Module Access

For each ParishSOFT module:

• Select View to allow access to the module
• Select additional permission checkboxes to allow specific actions within the module

To allow access to Pastoral Notes:

• Select Edit/View Pastoral Notes

Assign Organization Administrator Access (Optional)

If the staff member should have full administrative control:

1. Select the Organization Admin checkbox.

1. Select Save & Close.

When Organization Admin is selected:

• All modules are enabled
• All permissions within each module are granted
• The Manage module appears for the user

Save Your Changes

• Select Save & Close to apply the permissions

Changes take effect immediately for the selected organization and position.

Summary

Assigning access rights and permissions ensures staff members can perform their responsibilities while maintaining appropriate data security. Permissions are managed by Organization Administrators and can be tailored by module or granted globally through administrator access.