Accounting Roles and Permissions

Assign roles and permissions to Realm Accounting users just as you would any other user.

Only roles assigned with an accounting role have access to Realm Accounting, and anyone assigned to a role is only given access to certain areas. Financial administrators, periodically check your list of Accounting users to make sure all who need access have it.

Accounting roles are broken up into four primary functions:

Accounting Administrator— This person has complete oversight into Realm Accounting, establishes settings, and performs some or all of its functions.

Accounting Oversight— This person has complete oversight into most of Realm Accounting but doesn't perform certain functions like period end and bank reconciliation.

Accounting Specialist— Customize this role depending on the functions you want this person to perform.

Bank Reconciliation— This person performs bank reconciliations for the church.

Assign Accounting Permissions

Grant accounting permissions to people with or without a profile in Realm.

The system administrator must add the first accounting administrator. From there, the accounting administrator will add all remaining accounting users.
  1. Click Admin > Users & Permissions > Accounting Users.
  2. Click Add Accounting User.
  3. Enter the name of the person you want to assign permission to.
    1. If they already have a Realm account, their email address will fill automatically.
    2. If they do not have a Realm profile, click Add Profile as you enter their name. Complete their profile information. Realm will use their email address to notify them to sign in.
    3. If they do not have a Realm account but have a profile, enter their email address if it isn't already available. Realm will use their email address to notify them to sign in.
  4. Click Add & Assign Role.
  5. Select the role you want the user to take.
  6. Click Assign Role.

Edit an Accounting User

If a financial user's role changes, edit their permissions.

You must have accounting administrator permissions to perform this task.
  1. Click Admin > Users & Permissions > Accounting Users.
  2. Click the ellipsis icon next to the Realm Accounting user, and select Edit.
  3. Select the new role you want them to have.
  4. Click Assign Role.

Delete an Accounting User

Revoke someone's Realm Accounting permissions.

You must have accounting administrator permissions to perform this task.
If someone has moved to a position outside of the financial department, delete them to revoke their Realm Accounting permissions.
  1. Click Admin > Users & Permissions > Accounting Users.
  2. Click the ellipsis icon next to the accounting user, and select Delete.
  3. To confirm, click Delete.