Before your staff can post contributions in ParishSOFT, they must have the correct permissions. This article explains how to grant access to the Offering Module and set the necessary rights so they can view, add, and edit contributions without issues.
- Navigate to Administration > Manage Staff
- Click the individual's name to open his or her staff assignment record. The record opens to the Access Rights tab.
- Click Edit Details.
- 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:
- Click the checkboxes next to the appropriate permission under the Offering section on the ParishSOFT Modules tab.
- Consult Guidelines for Staff Permissions & Definitions for assistance on what permissions to give to staff members.
- If you have some Access Rights for the Offering Module in your Staff Profile, it should look something like this:
- Staff members must also be granted permission to the indvidiual funds. See these instructions for adding fund permissions in the Offering Software.
Once you've done both of these steps, your staff should be able to post to any of the funds for which you've permitted them.
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