Configure a Staff Record to Grant Permission to Import Contact Information

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:

     

Note: 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 record in which you want to add the privilege, then click Edit Details (bottom of Access Rights tab)

  1. If this staff works for more than one organization select the organization (upper-right corner)

  1. At bottom of Access Rights tab click Edit Details button, then mark Import Contact Info checkbox

  1. Click to Save update at the bottom of the record.

Updated

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request