Assign permissions to individuals who need access to certain areas.

1. In the top-left corner, click your ministry hub then Giving. Then click Main Menu > Users & Permissions > Users With Responsibilities.
2. To change a user's permissions, click next to their name, then select Edit. Make any necessary changes, then click Save.
3. To add a new user, click Add User.
4. Enter the individual's name. If it does not appear in the drop-down list, click Add Profile. Enter any additional information needed.
   Note:

   Fields marked with an asterisk are required. For more on profile fields, see the Field Information. Administrators can determine which fields are required. For details, see Profile Fields.

5. Select one or more responsibilities for this user, then click Save.
   An email notifies the individual, explaining how to sign in and create an account.

Quickly locate someone with permissions.

1. In the top-left corner, click your ministry hub then Giving. Then click Main Menu > Users & Permissions > Users With Responsibilities.
2. Click , and enter all or part of the user's name in the text field.
3. You can also sort the list by clicking each column title.

Change the permissions of a user with responsibilities.

1. In the top-left corner, click your ministry hub then Giving. Then click Main Menu > Users & Permissions > Users With Responsibilities.
2. Scroll through the list of users to locate the record you want. Or click , and enter a name in the field.
3. Point to the user's record and click then Edit.
4. Select the responsibilities you want to assign this user. Responsibilities determine the level of access a user has to your records. They can be added or edited by an administrator or user with permissions.
5. Click Save.

You can delete a user's permissions, leaving them with basic login permissions.

1. In the top-left corner, click your ministry hub then Giving. Then click Main Menu > Users & Permissions > Users With Responsibilities.
2. Click then Delete next to the user whose permissions you want to delete.
   Note:

   Background Check Permissions

   If the user is responsible for ordering background checks, you must remove this access by logging into the Verified First portal.

   The user will still be able to log into the site but without his or her previous access to certain areas. You will be given the chance to reassign any saved reports the individual created. Only users with permission to run the reports will display in the drop-down list.

You can change the password you use to sign in.

1. On the sign-in page, click Forgot your password?
2. Enter the email address associated with your Realm account in the Email Address text box.
3. Click Send email.
4. Check your email for the Reset your password message.
5. Click the Reset Password button within the email.
6. Enter your new password in the New password text box.
7. Enter the password a second time in the Confirm new password text box.
8. Click Update Password.