home

MinistryPlatform

RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

Show Page Sections

thumbnailMinistryPlatform

Tools

Configuring Tools

Every MinistryPlatform system has access to many tools in the application. SPoCs are responsible for ensuring users have appropriate access to these tools.

See Tool Availability by Page

See the tools available on each page in MinistryPlatform.

CAUTION: SPoCs should not adjust which pages each tool is available on. If a change is made, the tool might not function as expected.
  1. Click System Setup > Tools.
  2. Open the tool record.
  3. Click the Permitted Pages tab to see which pages the tool displays on.

Grant User Access to Tools

Users won't have access to any tools until a SPoC provides access through Security Roles.

  1. Click Administration > Security Roles.
  2. Either create a new security role or open a security role to edit.
  3. On the Tools Permitted tab, click New.
  4. Search for and select the tool you want to grant access to.
  5. Click Save.
  6. Ensure the appropriate users are indicated in the Users tab. If needed, add more users.

Users should refresh their web browser for the security role's update to take effect.

Note: For more information, see Security with Tools and Reports.

See User Access to Tools

See which tools are available to each user.

  1. Click Administration > Users.
  2. From the Reports menu, select User Permissions: Reports & Tools.
  3. Set the report parameters as needed.
  4. Click View Report.

Add a New Tool

If a new tool is not listed in the System Setup area, a SPoC can email support or add the new tool manually. Contact Support if you need help with this process.

  1. Click System Setup > Tools/Actions.
  2. Click New Tool.
  3. Enter the tool name.
  4. Enter the path for the launch page (for example, ...cloudapps.ministryplatform.cloud/Tools/Family).
  5. Click Save.
  6. On the Permitted Pages tab for the new tool, click New Tool Page to add the appropriate pages where the tool should display.

Configure an Existing Tool

If an existing tool is superseded by a new version with a different file name, a SPoC can email support or configure the tool manually. Contact Support if you need help with this process.

  1. Click System Setup > Tools.
  2. Open the tool.
  3. Click Edit.
  4. Edit the launch page (for example, ...cloudapps.ministryplatform.cloud/Tools/Family).
  5. Click Save.

Tool Configuration Settings

These configuration settings are editable in the Platform and control various aspects of tools.

Note: Most applications reset and reload new settings after 24 hours. As a result, your configuration setting changes may not take effect immediately.
CORETOOLS, AgeGroupMemberRoleID
Specifies the Default Group Role ID for the Age/Grade Group added via the Add/Edit Family Tool.
TOOLS, AgeGroupTypeID
The Add/Edit Family Tool will use groups with this type in the Age or Grade Group drop-down list.
CORETOOLS, AllowAddFamilyDonorCreation
No description.
TOOLS, BackgroundCheckCallbackPassword
Background check callback: basic auth password.
TOOLS, BackgroundCheckCallbackUsername
Background check callback: basic auth username.
CORETOOLS, BankOneNameID
No description.
TOOLS, CertificationsApiKey
Private API key provided by certifications provider such as MinistrySafe for interacting with their API.
TOOLS, CertificationsTestMode
When "true", directs certification requests to the testing/staging environment for MinistrySafe.
CORETOOLS, DefaultAddPaymentTypeID
The default payment type to be selected by the Add Payment tool.
TOOLS, EnableStockImages
When set to "true", this enables the stock image search on the Template Editor tool. The default value is "false".
CORETOOLS, GMapsAPI
Optional; used by the Contact Log Tool.
CORETOOLS, gridPageSize
No description.
CORETOOLS, PortalPath
No description.
MinistryPlatform
portal

Last updated: May 9, 2024