Please take notice this article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
Note: We have created a short user management video highlighting scenarios and going over the process in depth!
The Manage icon is only available to Universal Administrators.
On the Home screen, click on Manage. In the left sidebar, click Users. You can view, add, or delete users from your account here.
Note: Users can be staff or volunteers who manage your software AND people (think members of your parish) who log in to donate online or view the church directory.
When you add users, you add individuals with permission to manage portions of your software solutions.
Add Users
To add new users, click on the blue +Add button. You can just uncheck any modules you don't want a user to manage. Each person must have a unique email and phone number.
Important: When a user is provided Universal Admin access, they will have complete rights to every* module AND can manage your entire account.
*Note: For security reasons, Universal Admin does not give Giving Admin full rights. You'll need to provide additional permissions within the Giving Admin module itself.
'Grant sub-organization access' can only be added through a Diocesan account. The user will automatically be granted read-only permissions to ALL child organizations and their modules.
If the user should only have access to certain sub-organizations, the Diocesan Admin will need to go into each sub-organization and delete that user.
Once finished, click the blue Invite button. The individual will receive an email from no_reply@account.myamplify.io with a unique link to set up their password (below).
Necessary: You must also give module-specific permissions to users within each module! More details are below!
How to Assign Permissions within each Module
As mentioned above, when you add a new user (whether a universal admin or individual with rights to specific modules), you must assign them appropriate permissions within each module.
After you send an invitation to a new user, you can go to the App Switcher menu at the top left of the screen and select a module you want the user to manage.
Click a tab below to learn where permissions are managed within each Module.
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Within the Family Suite Modules (Families, Offering, Faith Formation, Tuition, Ministry Scheduler, IQ, and Development), click Administration > Manage. Learn more here!
*Click on the image to enlarge
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Within the Giving Admin Module, click the gear icon at the top right, then select the Managers Tile. You can add managers to your Giving account with custom permission sets. Learn More about Giving Manager Permissions!
*Click on the image to enlarge
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Access to manage your Mobile App is either on or off. In other words, a user either has permission to manage your Mobile App or not. When editing a user within the Amplify Users section, check or uncheck the Mobile App tile. Mobile App Help.
Note: The integrated Mobile App dynamically 'pulls in' content from other Amplify solutions, such as Forms, saving you from re-creating duplicate content. Therefore, you may need to give your Mobile App administrators permissions to other Amplify Modules.
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From the Websites module, navigate to People > Members. Click a user's first name or check off their name and click the Edit Selected button. On the screen that appears, navigate to Step 2 (Permissions) to set login details and rules for the user. Learn more!
*Click on the image to enlarge
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From the Streaming module, navigate to People > Members and a user's first name to edit their profile. On the screen that appears, navigate to Step 2 (Permissions) and check off the topmost three checkboxes to manage your Live Streaming software (below). Live Streaming Help.
*Click on the image to enlarge
ParishSOFT User Management Video:
In this video we will be highlighting the process of adding admins within your system.
Updated