Add a Congregant User

Help your congregants set up logins to manage their own profiles.

You'll need the Add Individual permission. For more, see Responsibilities.
  1. Sign in as an administrator or user with the appropriate permission.
  2. If the individual does not already have a record, first, add them to you data.
  3. Locate and open the person's record.
  4. Beside the person's name, click the ellipsis icon.
  5. Select Send a Realm Invite.
    Note: To see the invite option, the individual's email, along with either a phone number or birthday, must be entered in Realm.
    An email containing a link will be sent to the individual. By clicking the link, he or she will be able to "claim" a profile (set up an ID and password) and become a user.