Give your new user the appropriate security roles, add them to user groups, add global filters, and more.

1. In the navigation menu, click Administration > Users.
2. Open the new user's User record.
3. On the General tab, you can edit their User record, including their username, associated Contact record, whether they are an admin, and more.
4. On the Roles tab, add the security role(s) you want this person to have.
5. On the User Groups tab, add this person to any appropriate user groups.
6. On the Delegate Of tab, you can add the contacts that this person can send messages from.
7. On the Ministries Allowed tab, add a permitted ministry for the person if you want them to only see the records for that ministry.
8. On the Preferences tab, you can review how MinistryPlatform will look for this user according to the default user preferences. Remember, users can change these based on their own preferences once they start using the system.
9. On the Global Filters tab, add a permitted congregation or parish for this person if you want them to only see records for that congregation or parish. If you don't, this person can access all congregations or parishes you have set up in MinistryPlatform