How to configure a parish staff record to grant permission to import contact information

Note: If this is new staff and you haven't done so yet, you must add the staff record before moving forward. See How to add a new staff member to your organization.

Once the diocese has given their churches the option to import contact information into the Family Directory, only church staff granted import privileges may do so. To add import permissions, follow these steps.

1. Select the staff to whom you want to add the privilege.
2. If this staff works for more than one organization, select the organization on the upper right side of the screen.
3. In the Access Rights tab, click the Edit Details button.
4. Click the checkbox for Import Contact Info.
5. Click the Save & Close button at the bottom.

April 17, 2023 19:20