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, then click Edit Details (bottom of Access Rights tab)
2. 
3. If this staff works for more than one organization select the organization (upper-right corner)
4. At bottom of Access Rights tab click Edit Details button, then mark Import Contact Info checkbox
5. Click to save update at the bottom of the record.

Updated September 18, 2024 17:14