Note: Learn more about how to assign access rights and permissions HERE.
On the Access Rights page, complete the following:
- All users must have these 2 boxes checked to be able to access ParishSOFT Family Suite:
Grant Login Privileges & ParishSoft Access.
Parish Level Permission
Organization Admin
- Provides access to the Administration Tab.
- Access to review and accept Suspense Activity
- Manage Lookup Tables
- System Setup
- View their Organization Licensing
- Edit their Organization Details, including Pictorial Directory function.
- Manage Staff: Add assignments and define permissions for Members within their organization(s) and child organization(s)
- Module Settings
- Religious Ed
- My Own Church: New User Registration Settings
- Notifications
- Will enable full access to ALL modules and with full permissions.
Edit/View Pastoral Notes: 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.
ParishSOFT Modules:
Family Directory
View: Allows ParishSOFT Parish User access to view information in the Family Directory Module.
Add/Edit: Allows ParishSOFT Parish User to add or edit within the Family Directory.
Delete: Allows ParishSOFT Parish User to delete information within the Family Directory.
Print: Allows ParishSOFT parish User access to Family Directory Reports for printing.
Import: Allows ParishSOFT parish User access to import functions within the Family Directory; currently importing a member into a family record.
Offering
View: Allows ParishSOFT Parish User access to Offerings Module.
Add/Edit: Allows ParishSOFT Parish User to add or edit within the Offerings Module.
Close Batch: Allows ParishSOFT Parish user to close offering and pledge batches.
Delete: Allows ParishSOFT Parish User to delete information within the Offerings module.
Giving History: Allows ParishSOFT Parish user to view giving history
Import: Allows ParishSOFT Parish user to import giving.
Print: Allows ParishSOFT parish User access to Offerings Reports for printing.
Note: Fund Level Permissions need to be set along with Offering Permissions.
Ministry Scheduler
View: Allows ParishSOFT Parish User access to view information in Ministry Scheduler Module.
Add/Edit: Allows ParishSOFT Parish User to add or edit within Ministry Scheduler.
Delete: Allows ParishSOFT Parish User to delete information within Ministry Scheduler.
Print: Allows ParishSOFT parish User access to Ministry Scheduler Reports for printing.
Religious Education
View: Allows ParishSOFT Parish User access to view information in Religious Education.
Add/Edit: Allows ParishSOFT Parish User to add or edit within Religious Education.
Delete: Allows ParishSOFT Parish User to delete information within Religious Education.
Print: Allows ParishSOFT parish User access to Religious Education Reports for printing.
Tuition: For Desktop Software only.
Tuition
View: Allows ParishSOFT Parish User access to view information in Tuition Module.
Add/Edit: Allows ParishSOFT Parish User to add or edit within Tuition.
Delete: Allows ParishSOFT Parish User to delete information within Tuition.
Print: Allows ParishSOFT parish User access to Tuition Reports for printing.
Import: Allows ParishSOFT Parish User access to import functions.
IQ
View: Allows ParishSOFT Diocesan or Parish User access to view information in IQ.
Add/Edit: Allows ParishSOFT Parish User to add or edit within IQ.
Delete: Allows ParishSOFT Parish User to delete information within IQ.
Import/Export: Allows ParishSOFT parish User access to import/export functions within IQ.
ParishSOFT
ParishSOFT Access: Allows access to ParishSOFT, when not checked user only has access to My Own Church.
Suspense Review: Allows ParishSOFT Parish User to review and accept Parishioner changes from My Own Church.
Staff Permission Best Practices
The following is a draft of example Access Right for some job positions. Access Rights will vary based on Arch/Diocesan and Parish policies and standard operating procedures. If an organization has one person filling multiple roles, it is best to give them the fewest rights they need to complete all their functions. It is prudent to give fewer rights and add more as it is determined they are needed.
Pastor, Parish Administrator and/or Business Managers
These are the positions that most often need Organization Admin rights to oversee the database.
Secretary
If this person is also responsible for Offering, Ministry Scheduler, and/or Religious Education/Tuition, you will want to provide Add/Edit rights for the modules they are responsible for. View or Print rights may only be needed in Ministry Scheduler, Religious Education or Tuition if this person needs to look up information and/or print reports for these modules. Delete rights should be given based on your Arch/Diocesan standard operating procedures.
Religious Ed Coordinator
Depending on your organization's standard operating procedures this person may also need rights to Add/Edit under Family Directory. Delete rights should be given based on your Arch/Diocesan standard operating procedures.
Bookkeeper
Depending on your organization's standard operating procedures this person may also need rights to add/edit under Family Directory. Remember Fund Permissions must also be given from within the Offering module. Delete rights should be given based on your Arch/Diocesan standard operating procedures.
Liturgy Coordinator (Or Ministry Scheduler)
Depending on your organization's standard operating procedures this person may also need rights to Add/Edit under Family Directory.
Updated