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Inviting Members

FaithAdmin provides several ways to add people to your organization. You can add members one at a time, invite them via email, or let them self-register through the directory.

Adding Members Manually​

  1. Navigate to People from the sidebar.
  2. Click Add Member.
  3. Fill in the profile fields -- at minimum, first name and last name.
  4. Click Save to create the profile.

FaithAdmin supports over 30 profile fields including contact information, address, birthday, anniversary, membership date, and more. See Managing Members for the full field list.

Inviting via Email​

  1. Go to People and click Invite.
  2. Enter one or more email addresses.
  3. Each recipient receives an invitation email with a link to create their account.
  4. Once they accept, their profile is created and linked to your organization.

Member Roles​

FaithAdmin has two built-in access levels:

  • Admin -- Full access to all settings, data, and management features. Can invite other users, manage billing, and configure the platform.
  • Member -- Access to the self-service portal, directory (if enabled), and their own profile. Cannot access admin settings or other members' private data.

You can create additional custom roles with granular permissions under Settings > Roles & Permissions. See Roles & Permissions for details.

What Members See​

Members who log in see the Self-Service Portal, where they can view and edit their own profile, see their giving history, and download statements.

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Add yourself and a few staff members first to test the platform before inviting your full congregation.