Inviting an Additional Admin to Manage your Church Backend
The task of adminstering the church backend might be too much for one person. You might want to invite an additional person to help manage your church backend. The Gotedo Church Management Software is built from the ground-up with a Role-Based Access Control (RBAC) system. This makes the Gotedo software a multi-role and multi-user application. You can read more about Roles and Permissions.
To invite another member to manage your church backend, please follow these steps:
- Make sure that member has been registered on your backend either through the Onboarding & Data Migration Module or individual registration. Make sure that the member to be invited as an email address on his or her profile details.
- For a new member to be invite, he or she must have an email address assigned to his or her acccount. By default, email addresses are not assigned to member's accounts when they are registered. Navigate to the
All Members' Account table
via the Sidebar menu:Members submenu > Members' Accounts
. - If you have a large data of members, in the
Search Term box
, type in the name of the member. In theSearch field dropdown
, select Full Name. Click theSearch button
. When you locate the member's record, scroll right to theActions column
and click theView button
. You can also double-click on the row to view the member's account. - On the
Account Details view
for the member, clickActions
and selectCopy Email From Profile.
This will copy the member's email address from his or her profile to the account record. - Still on the
Account Details view
for the member, clickActions
and selectEdit Member's Account.
On the Edit form, if you need to assign a different email address, fill in the email address of the member. Select the role to be assigned to the member. Read more about Roles and Permissions. - Still on the
Account Edit form
, you could click theEnabled
button belowLogin Status
to allow the member to log in (this is not required as the software can take care of this when the invitation is sent). - Submit the Edit form to save your changes.
- Click the
Back button
to return to theAccount Details view
. - On the
Account Details view
for the member, clickActions
and selectSend Activation Email.
An activation email will be sent to the member's email address. Tell the member to check his or her email and activate his or her account. Note: Emails might not be delivered to Yahoo email addresses. - When the member has activated his or her account, let him or her follow these instructions to log in..
- Congratulations, you have successfully granted another member management access to your church backend. You can invite as many member as you need access the backend.