home

PDS

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

thumbnailPDS

Users and Passwords

Roles for Parish Programs

If your diocese has multiple parishes installed on one computer, you can authorize users from those parishes to access all databases. To do this, a role must be set up to identify users and access rights. DioOffice then applies the credentials to all parishes for use.

Before working with roles, you must add a data synchronization password for each parish.

After you add data synchronization passwords for each parish, you can set up and assign roles to users in your DioOffice program.

Enable Roles

Make sure you enable user roles in the program so you can see the role windows.

  1. On the File menu in your PDS program, click Setup > Initial Setup.
  2. On the Program Options tab, select Enable user roles for attached Parish programs.
  3. Click Save/OK.

Set Up Roles

Add a security profile (user name and password) to use for all instances of PDS Church Office.

  1. On the Administration tab, click Setup Roles for Parish Prgm.
    Note: This option only displays if you have enabled user roles in the Initial Setup window.
  2. At the top, click Add Role.
  3. Enter a role name, and select the program area(s) that users with this role can access.
  4. At the top, click Save.

If you change a parish role after assigning it to users, come back to this window and click Update Parish Role to push the role to the parishes you've set to use it.

Copy an Existing Role

You can copy a role you've already created. This way, if you just need to make a small change, you don't have to recreate the role from scratch.

  1. On the Administration tab, click Setup Roles for Parish Prgm > Copy Existing Role.
  2. Select a role to copy, and click Copy Role.
  3. Make any necessary changes to the new role.
  4. Click Save.

Assign Roles to Users

Once you set up roles in your program, you can assign them to specific diocesan users. This way, they can view Church Office data for selected parishes.

  1. On the Administration tab, click Users & Passwords.
  2. Locate the user you want to assign a role to.
  3. In the navigation pane, click Role in Parish Programs.
  4. In the grid, for each parish you want the user to view, select a role. To assign a single role to all parishes for this user, click Assign a Role to all Parishes.
  5. Click Save, then click Update User's Roles.
DioOffice

Last updated: November 4, 2024