Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.

1. Navigate to Administration > Manage Staff: 

2. Click the individual's name to open his or her staff assignment record. The record opens to the Access Rights tab.
3. Click Edit Details.
4. 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:

5. At the top of the Access Rights tab, complete the following:
   1. All users must have, in addition to any module permissions, these 2 boxes checked to be able to access ParishSOFT Family Suite: 
6. Grant Login Privileges & ParishSOFT Access.

• • To allow the staff member to view and edit information in the Pastoral section (located on the Notes tab in Family Details), select the Edit/View Pastoral Notes check box.

7. Organization Administrator rights and permissions has global access and permissions to all functions.

Assign the Staff Member Global Access and Permissions:

1. Select Edit Details.
2. Check the Organization Admin box: 

3. Click Save & Close.
4. The View checkbox for each module is selected, and all permission settings within each module are selected.
5. To assign access rights to individual modules and specific permissions within those modules:
6. The View check box to enable the staff member to view and access a module:

7. Assign specific permissions within each by selecting the checkboxes:

8. The ParishSOFT Access check box must be checked to give the member access to ANY modules in the ParishSOFT Family Suite

Additional Permissions: 

• In the ParishSOFT group, select the Administrator checkbox to give the staff member rights to access and make edits in the Administration module.

Updated February 20, 2025 20:59