What would you like to know more about?

Show Page Sections

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 Accounting.

  • You must be a system administrator to add the first accounting administrator.

  • From there, the accounting administrator will add all remaining accounting users.

Attention: Some steps refer to upcoming features that are only available to early adopters at this time.
  1. In the top-left corner, click your ministry hub then Accounting. Then click 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 Accounting 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 Accounting will use their email address to notify them to sign in.
  4. Optional: For added security, select Require Two-Step Verification.
    This individual must use two-step verification when they sign in.
  5. Click Add & Assign Role.
  6. Select the role you want the user to take.
  7. Click Assign Role.

Require Two-Step Verification for an Accounting Role

Require two-step verification for any or all accounting roles.

  • You must have accounting administrator permissions to perform this task.
Attention: This feature is only available to early adopters at this time.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Users.
  2. In the box labeled Two-Step Verification, click Manage.
  3. Select the roles that require two-step verification.
  4. Click Save.
Anyone assigned to the roles you selected must use two-step verification when they sign in.

Edit an Accounting User

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

  • You must have accounting administrator permissions to perform this task.
Attention: Some steps refer to upcoming features that are only available to early adopters at this time.
  1. In the top-left corner, click your ministry hub then Accounting. Then click 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. For added security, select Require Two-Step Verification.
    This individual must use two-step verification when they sign in.
  5. 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. In the top-left corner, click your ministry hub then Accounting. Then click Users.
  2. Click the ellipsis icon next to the accounting user, and select Delete.
  3. To confirm, click Delete.