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.
Important! It is essential that the Organization Administrator on the account reviews all assigned User Permissions before migrating to the New Platform. This will prevent any issues with accessing necessary modules when migration is complete.
If you're reading this article, your organization has updated ParishSOFT Family Suite to our New ParishSOFT Platform! Congratulations!
When you log in to ParishSOFT at the URL you've come to know, yourdiocese.parishsoftfamilysuite.com, the system will walk you through important steps to migrate your user account to the New Platform. This process is required.
Note: If you also need to migrate your Giving account over, do so after migrating your Family Suite account. It is also vital that the same email address is used for both migration processes. Failing to do so will create two separate user accounts that cannot be reconciled without the assistance of our development team.
Below outlines the steps for Organization Administrators and Limited Permission users of ParishSOFT Family Suite.
Organization Admin Log in:
When you first log in to ParishSOFT you will see the notice below.
Log in with your Username and Password as normal, and prepare for next steps!
Enter your email address. This can be a work email or a personal email address. You decide! The email address you choose will be your new method of logging in.
You will be directed to reset your password. This is required.
On the plus side, resetting your password is now easier than ever! Simply choose a secure password that activates all the listed criteria with a green check mark as seen below:
Click done to move on. You will be automatically redirected to the Family Suite Home Page. That's it! You are now ready to work in the New ParishSOFT Platform as an Organization Administrator ("Admin").
Note: You can identify an Organization Admin account by the "Manage" module. It will always come last in the Module list for any Organization Administrator user account in the database.
Limited Permissions User Log in:
The process for User Accounts with Limited Permissions is exactly the same as above.
The difference is that, when reaching the Family Suite Home Page, Limited Permission users do not have the "Manage" module available.
Limited Permission user accounts are migrated to the New ParishSOFT Platform with the same permissions they had in the legacy platform.
Below is an example of what a Limited Permissions user will see upon logging in after a successful migration:
If your organization uses the same email address for multiple users, each user must enter a unique email address to complete the user migration to the New ParishSOFT Platform.
The first user to log in with the shared email address with be the one and only user to claim that email address. All other users must pick a unique email address.
If you have anymore questions about the Database Migration process, please visit our Implementations Help Center for more information: ParishSOFT Implementations General Help Center
Updated