Overview
The Module Settings page provides a central location to configure module settings in the ParishSOFT Family Suite. The illustration below identifies the main areas on this page.
Module Panel
The module panel lists the modules for which you can configure custom settings:
Each module has options you can configure. Selecting an option displays the settings you can configure in the right panel. 
Show and Hide Buttons
You can show or hide the options for a module by using these buttons, located to the left of the module's name:
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(Show): click to open the list and show the options you can configure for the module.
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(Hide): click to collapse the list and hide the individual options.
My Own Church Module
The New User Registration option provides two settings that let you control how the system handles new user registrations.
Most new user registration requests are pending review and approval by an administrator. However, the system also provides an Automatic User Approval feature that allows you to bypass manual review by an administrator and grant quick access to the system using the individual's email address as the criterion. The automatic approval feature has two options:
- Match CURRENT Email: The system attempts to match the email address the user supplied with a current email address in an existing family or member record. Once a match is found, the system approves the registration and automatically sends access information to the individual's current email address. By default, this option is disabled. To enable it, select Enabled.
- Match PRIOR Email: the system attempts to match the supplied email address with a prior (#1 or #2) email address in an existing family or member record. Once a match is found, the system approves the registration and automatically sends access information to the individual's prior email address. By default, this option is disabled. To enable it, select Enabled.
The two options are disabled by default, and they depend on each other. Specifically, you must first enable the Match CURRENT Email option. Then, the system activates the Match PRIOR Email option to let you select the desired setting.
Census Module
The Census module provides options that enable users with Diocesan Admin permissions to configure secure fields for diocesan staff to collect sensitive and personal information about individual members. The secure fields are located in each member's profile on the Secure Information tab (in the Member Details tab).
However, before diocesan staff can view or modify the information in secure fields, the Secure Fields feature must be enabled, and the specific type of information to be collected must be defined. The Census module provides functionality to enable the Diocesan Admin user to enable the feature and define the fields.
For instructions on configuring secure fields, go to Setup Secure Fields.
Secure Fields Option and Secure Field Labels
The Secure Field option gives access rights to secure fields. By default, the option is disabled. To give authorized users (those with Has Secure Field permissions) access, select Enabled from the Secure Fields dropdown list:
After access is granted, authorized users can view and edit fields on the Secure Information tab in Member Details.
The Secure Field labels section contains a form that a user with Diocesan Admin permissions can use to specify labels for up to 10 secure fields that appear on the Secure Information tab in Member Details.
Field labels have a 30-character limit. The first secure field accepts only dates, but any label can be assigned to it. For example, Graduation Date. If a field is left blank, it does not appear on the Secure Information tab in Member Details.
To protect members' privacy, do not use secure fields to collect highly sensitive data, such as social security numbers, bank account information, and personal medical information.
Merge
By default, only users with Diocesan Admin permissions can merge family records and grant Merge Family Access permission to staff. This section provides a checkbox control that allows users with Diocesan Admin permissions to grant family merge permission to parish administrators globally. In turn, parish administrators in their respective organizations can grant themselves and selected staff permission to merge family records.
By default, the option is disabled, so only Diocesan Admin users can perform merges. To delegate merge permission to parish administrators, select the checkbox, as shown below. Then, click 
to activate the permission for organizations in your diocese.
If you need step-by step instructions for globally granting merge family permission to parish administrators, go to Configure Global Permission to Merge Family Records.
Important:Enabling this option grants merge permission at the organization level only. In other words, it allows parish administrators to subsequently grant themselves and designated staff within their organizations merge permissions. The merge permission must be explicitly granted by enabling an option in each selected staff member's record. For details, go to Give a Staff Member Permission to Merge Duplicate Family Records.
Sacraments
To assist with the task of managing sacrament data, the Sacraments page provides options that enable diocesan administrators to globally configure options that determine which sacrament data organizations can see and modify as well as delete.
Show/Hide Sacraments
The checkbox controls in this section allow diocesan administrators to choose which sacraments to hide or show across all organizations they manage. Note that, by default, all sacrament types are selected, which means —in all organizations—staff with the appropriate permissions can see and modify their data.
To globally hide a sacrament, simply select its checkbox. Be sure to click to save your changes.
For any sacrament that you select to hide, the system does the following in Family Directory:
- Removes the sacrament from the Sacraments tab in Member Details, preventing users in all organizations from viewing its details. If all sacraments are hidden, the tab itself is not displayed.
- Removes the sacrament from the Reports > Sacraments menu.
- Removes the sacrament from the Sacraments dropdown list on the Add/Edit Sacraments page, preventing users in all organizations from adding new sacrament records and editing existing ones.
- Removes the sacrament from the Sacrament to Update dropdown list on the Group Sacrament Entry page, preventing users in all organizations from adding or viewing entries for the sacrament.
- Removes the sacrament template from the ParishSOFT Templates group in Mail Merge.
For any sacrament that you select to hide, the system does the following in Religious Education:
- Removes the sacrament from the Sacraments tab on the Classes page, preventing users in all organizations from viewing students’ sacrament data. If all sacraments are hidden, the tab itself is not displayed.
- Removes the sacrament from the Sacraments List quick report.
- Removes the sacrament template from the ParishSOFT Templates group in Mail Merge.
Delete Sacraments
To maintain the highest control over sacrament records, diocesan administrators, by default, have the sole right to delete sacrament records and to grant deletion rights to other staff within the diocese. This section provides a checkbox control that enables diocesan administrators to globally grant delete sacrament permission to their parish administrators. In turn, parish administrators in their respective organizations can grant themselves and selected staff permission to delete sacrament records.
By default, the option is disabled, so only diocesan administrators can delete sacrament records. If you want to allow parish administrators to grant delete permission to specific staff within their organizations, select this checkbox:
Important: Enabling this option grants delete sacrament permission only at the organization level. In other words, it allows parish administrators to subsequently grant themselves and designated staff within their organizations Delete permission. The delete permission must be explicitly granted by enabling an option in the staff record. For details, go to Give a Staff Member Permission to Delete Sacrament Records.
Be aware that the system maintains an internal log to document these details whenever a sacrament is deleted:
- Date and time of the deletion
- Username of the user who deleted the sacrament
- First name and last name of the user who deleted the sacrament
- Type of sacrament deleted (for example, Baptism)
- Member DUID and Family DUID of the record associated with the deleted sacrament
Import
The Import section includes an option that allows diocesan administrators to grant parishes the right to import contact data from third-party applications into their databases. By default, the diocese retains exclusive rights to import contact data into its parishes' databases. A diocese can, however, delegate this right to the parishes. Parish administrators, in turn, can grant specific staff permission to do the actual imports.
Use this checkbox control to grant or deny all parishes in your diocese the right to import contact information from external applications:
By default, the right to import is disabled. To grant all parishes in the diocese the right to import contact data, select the checkbox.
For step-by-step instructions on granting parish permission to import contact data, go to Configure Global Permission to Import Contact Data.
Administration Module
The Administration module provides these options, used to configure how the Merge Utility handles sacrament data during the process of merging family records:
Prefer Completed Sacraments: when merging data for corresponding sacraments, instructs the system to keep the data for whichever sacrament is marked as “Completed.” If the sacrament in both records is marked “Completed,” keep the data in the master record.
- Prefer Fields with Data: if sacrament data exists in the duplicate record but not in the master record, instructs the system to copy the data from the duplicate record into the empty fields in the master record.
- Force Selections: if both the duplicate and master records have sacrament data in corresponding fields, prompt the user to review and resolve the conflict.
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