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Add a Responsibility

Create new collections of permissions to assign different staff members or volunteers.

  • You must be an administrator to do this.
  1. In the top-left corner, click your ministry hub then Realm. Then click Users & Permissions > Responsibilities.
  2. Click Add Responsibility.
  3. Enter a name to describe the responsibility, such as "Add Profiles" or "Fund Manager."
  4. Select which permissions to allow for this responsibility.
  5. Click Save.
    Tip:

    Time Saver

    You can copy a responsibility and all its related permissions in order to quickly customize a new one that is similar. In the Responsibilities list, point to a responsibility, click the ellipsis icon, and select Copy. Then, make any necessary changes to the new responsibility.

    Note:

    Date of Birth

    If you make someone an administrator, staff member, or leader, they will be able to view an individual's full date of birth, including the year, on the profile.