First Time Logging in to the New ParishSOFT Platform? Start Here!

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: The Organization Administrator on the account must review all assigned User Permissions before migrating to the New Platform. This will prevent issues accessing necessary modules after migration. 

 

The first time you log in after your organization migrates to the New ParishSOFT Platform, you'll complete a required account migration. The process moves your user account to the new platform and sets up single sign-on, so you can sign in with an email address and password going forward.

 

Before You Begin

Important:  If your parish or diocese manages email security settings, please ask your IT Administrator to whitelist the URL: parishsoft.io. This helps ensure you receive important ParishSOFT account emails, including your login invitation, password setup, password reset, and more.  

  1. This article applies only to organizations already migrated to the New ParishSOFT Platform. If your diocese has not migrated, refer to the legacy platform resources instead.
  2. If you also need to migrate Online Giving, complete the Family Suite migration first.
  3. Use the same email address when you migrate Family Suite and Online Giving to avoid creating duplicate user accounts.

 

What Happens When You First Log In

  1. Go to your usual ParishSOFT URL, for example yourdiocese.parishsoftfamilysuite.com.
  2. Review the account migration notice that appears. 

    LogIn_OrgAdmin_1.png
  3. Sign in with your existing username and password.
     

    LogIn_OrgAdmin_2.png

The platform then prompts you to choose the email address you will use for future logins and to reset your password.

 

Choose Your Login Email Address

  1. Enter an email address you will use going forward.

    LogIn_OrgAdmin_3.png
    • This can be a work or a personal email address.
    • The email address you choose becomes your new login credential.

    Important: If several users previously shared the same email address, each user must now choose a unique email address. The first user to claim an email address is the only one who can use it.

 

Reset Your Password

You must reset your password during your first login.

  1. Create a password that meets all of the listed criteria.

    LogIn_OrgAdmin_4.png
  2. Confirm that every requirement shows a green checkmark.
  3. Select Done.

After you reset your password, you are redirected to the new ParishSOFT Family Suite Home Page.

 

Organization Administrator Accounts

If you are an Organization Administrator:

  1. You see the Manage module after you log in.
  2. The Manage module always appears last in the module list.
  3. The Manage module identifies your account as an administrator account.
     

    LogIn_OrgAdmin_5.png

 

Limited Permission User Accounts

If you are a Limited Permission user:
 

LogIn_LimitedPermissions_1.png
  1. The login process is the same as it is for administrators.
  2. You do not see the Manage module.
  3. Your permissions remain the same as they were in the legacy platform.

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.

LogIn_Same_EmailAddress_1.png

If you have questions about the database migration process, visit our ParishSOFT Implementations General Help Center for more information.

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