Getting Started for the Church

This guide is intended for the person(s) responsible for managing MissionInsite in a church.

Did your church or parish obtain licenses as a result of your affiliation with a regional agency or denominational organization?
1. Yes — Your regional representative (agency administrator) will supply registration information and grant permission to affiliated churches.
2. No — At least one person in your church will function as the agency administrator.

To get started, you'll

Register and log in.
Review contact information for accuracy and add/remove churches, if applicable.
Invite other users, approve their registrations, and manage permissions (agency admins only).
Upload names and physical addresses, or request a New Client Data report.
Ask questions and discover the answers.

Summary of Roles and Permissions

Role	Has Access To
Agency Administrator	Used in conjunction with the Standard User Manager to access user management and profiles, church profiles and service location records, which is vital to the accuracy of mapping, usage reports, and email lists. (Admin of Admins).
Standard User Manager	Manage users, but cannot grant the rights of an agency administrator.
Church Administrator	PeoplePlot

How to Register for MissionInsite

Before you can log in to MissionInsite, upload your people, map your congregants, and explore your ministry area, you must register for MissionInsite.

You'll need your agency's unique agency ID code, provided by MissionInsite. This ID code is case sensitive.

Each user should register ONLY once, and the new registration must be approved by the agency administrator.

Note: You can only have one email address and password for MissionInsite. If you need access to a local church or organization as an agency user, contact your agency administrator to add additional study area options to your login.

Navigate to MissionInsite.com, then click Client Login.
Click Register as a new user?
In the District/Agency Account Number field, enter your unique account ID, then click Submit.
Under Organization Details, select your city and organization.
Under Login Setup, create a MissionInsite account with your email address, or use an external provider to create an account.
Under General Information, enter your First Name, Last Name, and Role/Position.
Review the terms, then select Accept Terms. If applicable, you can opt out of email correspondence. However, we recommend receiving emails, so to stay informed about system updates and new features. In addition, if you opt out of product emails, you will not receive a confirmation email.
Click Register.

After completing your registration, you'll receive an email with the subject Confirm Your Email. To confirm your account, you must click on the link in this email. The link is valid for 24 hours. If you don't see the email in your inbox, check your spam folder.

Once you confirm your account, your agency administrator must approve it. When this happens, you'll receive another email. If you don't receive the email, please don't try to register again. Contact MissionInsite Support at 877-230-3212 for assistance.

Printable Registration Guide

Download this registration guide to share or print.

Manage Users

The Manage Users area displays each user's first and last name, email, account status information, permissions, and studies.

Agency/User Managers can invite or remove users, edit profiles, and and grant access to functional areas of MissionInsite.

To manage users, in the Control Center, click Home . Under Administration and Tools, click Manage Users.

Each user's first and last name, email, account status information, permissions, and studies display. You can also display only active users or only guest users, and you can sort the grid.

Invite Users to MissionInsite

You can invite new users to MissionInsite. To do this, you must have the appropriate permissions.

When you invite new users to MissionInsite , they must create an account with their email address, name, phone number, and password.

New users have Standard User permissions, which include access to People Plot, Demographics Reports, Thematic Maps, and Opportunity Scans.

In the Control Center, click .
Under Administration and Tools, click Manage Users
Click Invite New Users.
Send the URL to the new users you want to invite. The new user must register for an account and sign in.

Once the new user registers, you can promote them to an Agency/User Manager, Agency Manager, or Study Manager. You can also view, deactivate, or delete them if needed.

Deactivate Users

In Manage Users, you can deactivate users.

Deactivated users cannot access any applications, and if you deactivate a guest user, that user still has all permissions in other agencies. To do this, you must be an Agency/User Manager.

In the Control Center, click .
Under Administration and Tools, click Manage Users
In the grid, locate the user you want to deactivate. You can look up individuals by user name, e-mail, first name, or last name.
Beside the user you want to deactivate, click Actions, then click Deactivate.
When the confirmation message displays, click OK.

The user is now deactivated.

To activate a deactivated user, beside the user you want to activate, click Actions, then click Activate.

Promote MissionInsite Users

You can promote MissionInsite users to user manager so they can approve and edit users.

To do this, you must be an Agency Manager.

In the Control Center, click .
Under Administration and Tools, click Manage Users
Locate the user your want to promote.
Under Permissions, select the appropriate role.
- Agency/User Managers have access to the base study and all child studies within the agency by default and can approve new users.
- Agency Managers have access to the base study and all child studies within the agency by default and can edit permissions and roles. They can also edit location information for any location within the agency.
- Study Managers are administrators over a specific study, such as a church or nonprofit administrator. They have all standard user permissions and can upload people or edit location information for their studies.
- Standard Users are registered MissionInsite users and have access to People Plot, Demographics Reports, Thematic Maps, and Opportunity Scans.
Click Apply.

Delete Users

In Manage Users, you can delete users.

Deleted users cannot access any applications. To do this, you must be an Agency/User Manager.

In the Control Center, click .
Under Administration and Tools, click Manage Users
In the grid, locate the user you want to remove. You can look up individuals by user name, e-mail, first name, or last name.
Beside the user you want to remove, click Actions, then click Delete.
When the confirmation message displays, click OK.

The user is now deleted.

While you can delete a guest user from your agency, the guest user still has permissions in other agencies.

Sign In To MissionInsite

You now have one unified login for all ACS Technologies (ACST) products that you will use when signing into MissionInsite.

The first time you log in, you must reset your password.

You can also login with Google, Apple, or Microsoft, and you can bookmark the login URL so you can easily find it later.

Note:

If you already have a Realm account and your site has enabled or required multi-factor authentication, you will receive multi-factor authentication prompts when logging into MissionInsite.

In your web browser, navigate to https://app.missioninsite.com/login.
Click Log In.
Click Next.
If this is your first time logging in, click Forgot your password? to reset your password. Otherwise, enter your Email Address and Password, then click Sign In.

Use Google, Apple, or Microsoft to Sign In

Once you link your Google or Apple account, you can use it to sign in.

For more information, see how to link your Google account , link your Apple account, or link your Microsoft account.

What does it mean to link a Google, Apple, or Microsoft account?

This option allows you to link your sign in credentials (email and password) to Google, Apple, or Microsoft credentials. Once this is done, you can use either your original credentials or Google/Apple/Microsoft credentials to sign in.

Can someone without an account use Google, Apple, or Microsoft credentials?

No. You must first create an account. The next time you sign in, you can then link your Google, Apple or Microsoft credentials.

Do you have to use Google, Apple, or Microsoft credentials to sign in?

No, this is optional. You can continue using your current credentials to sign in.

What happens when you try to sign in using Google, Apple, or Microsoft that is not already linked to an account?

If you try to sign in using a Google, Apple, or Microsoft account that is not linked, you will be prompted to log in with your current credentials (email and password). After you sign in, your account will automatically link to the Google, Apple, or Microsoft credentials you attempted to sign in with.

Can the Google, Apple, or Microsoft sign in options be disabled?

There is no way to disable this. It will display on login screens for all sites.

Review Your Organization's Profile

Now is a good time to review and update your church contact information and website.

Edit Church Information

You can edit a church's description, contact information, address, website, or notes.

When you update a church or service location's street address, the map automatically updates.

To do this, you must be an Agency Manager.

On the Control Center, click , then expand Administration and Tools.
Under Location Info, click Church Info.
Double-click on the church you want to edit.
Make any necessary changes, then click Save.

After saving your changes, the list of churches displays. You can edit another church's information or return to MissionInsite.

Upload People into MissionInsite

Uploading people defines your ministry area. This lets you see your ministry's reach and depth so you can connect and build relationships with members.

Before you can upload people data, make sure your data is properly formatted in an Excel or .csv format. Ministry partners using one of the following products can find detailed instructions for creating a export prior to uploading.

For others, use the best practices for exports listed in the ACS or PDS help articles below.

To upload people and use People Plot, you must be a Study Manager. You can request access from your Agency Manager.

Note: If you created upload files before the latest release, the data structure of the file may have changed. Download the template and validate that your columns match before uploading.

Note: Correcting errors in the table lets you quickly make changes if you have a few errors. If you have a large volume of data and many errors, such as incorrect date formats, you may want to go back and correct your file and upload again.

Log into MissionInsite with your email address and password.
If your organization has multiple studies, under Which Study Would You Like to Work With?, select your study’s name.
In the User Assistant, under What Would You Like to Do?, click People Plot.
Click Upload People, then Next.
Select a Study and People Type. To add a new people type, click Add New People Type. If you add a new people type, you can also add attributes for additional fields to upload.
Click Next
When prompted, download the people upload template.
In the downloaded template, enter your congregants' data.
When your congregants' data is entered and saved in the template, click File input.
Select your file and click Open. Your file's data displays in the window, along with any errors.
Correct any errors. After correcting them, click Download to download a corrected .xls spreadsheet file for your records.
Click Upload. Do not close the upload window until the upload completes.

What would you like to know more about?