Roles & Permissions

Create custom roles with granular permissions to control what each staff member can see and do in FaithAdmin.

Built-In Roles

FaithAdmin has two built-in access levels:

• Admin -- Full access to all features and settings
• Member -- Access to the self-service portal and directory only

For more granular control, create custom roles.

Creating a Custom Role

1. Navigate to Settings > Roles.
2. Click Add Role.
3. Enter a name (e.g., "Finance Team," "Pastoral Staff," "Volunteer Coordinator").
4. Add an optional description.
5. Set permissions for each feature (see below).
6. Click Save.

Permission Levels

For each feature, you can set four permission levels:

Permission	What It Allows
View	See data and records (read-only)
Create	Add new records
Edit	Modify existing records
Delete	Remove records

Feature-Level Permissions

Permissions are set per feature area. For example, a "Finance Team" role might have:

• Giving: View, Create, Edit, Delete
• Pledges: View, Create, Edit
• People: View only
• Settings: No access

Assigning Roles to Users

1. Navigate to a user's profile or the user management section.
2. Select the role(s) to assign.
3. The user's access is updated immediately.

A user can have multiple roles. Permissions are additive -- if any assigned role grants a permission, the user has it.

Common Role Examples

Role	Typical Permissions
Finance Team	Full giving, pledges, deposits, expenses; view-only people
Pastoral Staff	Full people, families, attendance; view-only giving
Office Admin	Full people, events, calendar; no financial access
Volunteer Coordinator	Full volunteers, tasks; view-only people
Teacher	Full school features; view-only people

tip

Follow the principle of least privilege -- give each role only the permissions needed for that function. This protects sensitive data and reduces accidental changes.