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System and User Resources

No matter where you are in MinistryPlatform, you always have access to these systems and resources in the upper-right corner of the screen.

Gif showing options for Global Filter, Global Search, Announcements, and your user account

Global Filter

Global filters restrict the data grid to one congregation at a time to enhance data organization. Users with access to multiple congregations can change the current filter at any time.

Global Search

Global search returns matches across multiple pages. You can use this to look for specific information even when you don't know where it's located. It is also an insightful way to see various records related to a single individual.

Announcements

The megaphone icon indicates announcements related to your MinistryPlatform system. When there is a new announcement (indicated by the number badge on the icon), the Product Alert dialog box displays for all users after they log in. Once the user dismisses the dialog box, they can click the megaphone to revisit these alerts at any time or until they expire.

First Time Authentication

The system prompts new users who authenticate for the first time to set their time zone and locale. If they ignore this prompt, they can set and change these values in the User Account dialog box. If this field is empty, the user inherits the time zone and locale of the Domain record.

User Account Dialog Box

At the top-right of MinistryPlatform, click your user image and select User Account to launch the User Account dialog box. SPoCs (or any user with Can Impersonate set to Yes) can also select to impersonate another user.

Log Out

Click Log Out to log out of MinistryPlatform and go back to the Log In window. For security purposes, we recommend you log out whenever you close MinistryPlatform or leave your workstation unattended.

About

The About window provides details of the MinistryPlatform version you're running. SPoCs (or any user with Admin set to Yes in their User record) also have a Refresh Cache button in their About window. If you are an admin, you can click Clear Cache to force updates made to the Domain record to take effect immediately (which would otherwise take time to clear the cache).

Bookmarks

Click the bookmarks icon white bookmark on dark background for quick links set by your SPoC. This provides easy access to online resources, such as your organization's website, our Help Center, and so on. A SPoC (or any user with Edit rights to Lookup Values > Bookmarks) can update bookmark links.