home

MinistryPlatform

RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

Show Page Sections

thumbnailMinistryPlatform

Users

Creating User Accounts

Create User Accounts in MinistryPlatform

Note: We do not recommend you create User accounts for company records with Platform Security Roles. Doing so many result in error. To properly identify these records, see the example on Companies With Security Roles.
  1. Make sure the person has a Contact record with an email address.
  2. Use the Add/Edit Family Tool to create a Contact record if one does not exist.
  3. Go to Administration > Users.
  4. Click New User.
  5. Complete all required fields.
  6. Use an online password generator to create a secure password, and paste it into the Password field.
  7. Click the Roles tab, and add the appropriate security roles.
  8. Click Save.

Tell the User how to log in. They should go to your MinistryPlatform URL, click Forgot Password, and enter their information. They'll receive an email with instructions on how to set their password.

Create User Accounts from the Login Widget

Users can add their own new User account using OAuth.
  1. Visit the Login Widget on the church website.
  2. Click Create an account.
  3. Enter your name, email, and phone number.
    Note: If the email address provided is already associated with a User record, the system prompts the User to go through the Forgot Password process to recover the account.
  4. Click Next.
  5. Check your email for the one-time verification code.
  6. Copy the code, and past it in the Code field.
  7. Click Verify Code.
  8. Enter a new password for account.
  9. Click Create Account.

Create User Accounts Using an Email

  1. Select one or more contacts in MinistryPlatform.
  2. Click Tools > New Message.
  3. In the message body, include a link and explain how to log in and/or create an account.
  4. Preview the message.
  5. Send the message.

Create Multiple Users

Note: If the User creates their own account using the OAuth, the system creates a Contact and User record but not a Household record.
  1. Start with a selection.
    Tip: You may want to use the Email Address No User view.
  2. Click Tool > Transfer Selection.
  3. Select Copy to Another Page.
  4. Select Target Page: Users.
  5. Enter a new Selection Name.
  6. Select Create Missing Records: Yes.

For more information, see Transfer Selection Tool.