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Users and Settings

Invite team members and manage access

Give pastors, administrators, and leaders the access they need without exposing more than necessary.

Updated April 19, 2026

Step by step

1

Invite users intentionally

Bring in each team member with a clear role in mind so access stays aligned with real responsibilities.

2

Review permissions before rollout

Check that each person can reach the areas they need while sensitive parts of the workspace stay protected.

3

Audit access over time

Revisit roles periodically, especially when staff changes or new ministry leaders take on responsibility.

Tips and best practices

  • Start with fewer permissions and expand only where needed.
  • Review access after leadership changes so permissions stay current.

Related guides

More guides in this category will appear here as the help center grows.

Invite team members and manage access