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Security Roles

Tools and Reports

  • MinistryPlatform contains tools designed to streamline accomplishing specific tasks in MinistryPlatform. You can access these Tools on various Pages from the Tools menu. To use the tools, the User must have a Security Role that permits access to each Tool.
  • In addition, MinistryPlatform comes loaded with close to 200 reports.
  • You can make both Tools and Reports accessible in a Security Role with similar steps.
  • After adding a Tool and/or Report to a Security Role, ask the User to log out and then log back in to access them. If that doesn't work, have them clear their cache.
  • Remember that Security Roles stack like layers. It is perfectly appropriate to create a Security Role that provides access to all Tools, but not Reports or Pages. You can also tailor these roles however you want. That being said, consider ways to maximize each role so you don't end up with 200 custom roles that become a hassle to manage.

Add Tools and Reports to a Security Role

  1. Go to Administration > Security Roles.
  2. Select a Security Role you want to add this tool to, or create a new role.
  3. Click either the Tools Permitted or Reports Permitted tab.
  4. Click Add.
  5. Select the tools or reports.
  6. Click Save.
  7. If needed, add the appropriate users to this security role.

Find All Roles for a Report

  1. Go to Administration > Role Reports.
  2. Use the search bar to find the report by name.

Remove a Report from a Security Role

  1. Go to Administration > Role Reports.
  2. Find the Report and Role combination you want to delete.
  3. Open the record.
  4. Click Delete, and confirm the deletion.
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Last updated: October 29, 2024