Settings & access
Invite team members and manage access
Give pastors, administrators, and leaders the access they need without exposing more than necessary.
Updated November 9, 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.
- New organisations get a 30-day free trial of paid features at signup. After that, choose a paid plan or continue on Free — see Understand your 30-day free trial and billing.
Related guides
More guides in this category will appear here as the help center grows.