User Permissions
Adding and Removing User Roles
Initially, a User has no rights in MinistryPlatform.
The only application they can use is the Portal and their rights on the Portal is limited to activities related to their personal data. Heads of Household may be able to work with the data of other family members. Participant Type determines access to Church Directory.
For access to the Platform, a User must have a Security Role. The number of User records in your database does not impact your MinistryPlatform support fee. Only users with Security Roles impact your monthly support fee. To view which users have Security Roles, change your view on the Users page to Users with Security Roles.
If a user does not have access to the MinistryPlatform, they'll receive the following error when attempting to log in to the Platform: You are not authorized to access this application.
Add a Role to a User
- Go to , and locate the User record.
- Open the User record.
- On the Roles tab, click New.
- Select the appropriate Security Role.
- Click Save.
Add Many Users to a Role
- Go to , and locate the security role.
- Open the User record.
- On the Users tab, click Add.
- Select the users you want to add.
- Click Confirm Selection.
- Click Save.
Assign a User the Same Roles as Another User
- Go to , and search for the user you want to base the new user off.
- Select the roles to give the new user.
- Click the transfer icon .
- Name your selection, and click Security Roles (Security Role).
- Click Transfer.
- Go to , search for the user you want to give the roles to, and open their record.
- Click the Roles tab. From the Actions menu, select Add Roles.
- Beside Security Role, click the magnifying glass icon, and choose your selection.
- Click Confirm Selection, then click Add.
Delete Security Roles From the User Record
- You must have delete rights for User Security Roles in order to complete steps, so contact your SPoC if you don't have them.
- Go to , and locate the User record.
- Open the User record.
- Select all in the Roles tab you want to remove.
- Transfer the selection to the User Security Roles page.
- Click Delete.
Delete Security Roles from the User Security Roles Page
Assigning Roles, Tasks, and Other Records to a New User
This is a more advanced option.
If a person leaves your staff, we encourage you to simply delete their Security Roles. This is the simplest way to ensure they no longer have any rights in MinistryPlatform while allowing the User to continue to access things like their contribution statement on the Portal. There is another way to transfer the User Record's attached data to another User. It has a few downsides, but it is surprisingly easy.
Now, every view, task, process or other record connected to that departing staff is now safely under the remaining staff member.
The downside: First, that this obscures some history by making it look like this remaining staff person was responsible for historical tasks of the departing user. Second, the departing staff person has to generate a new User account on the Portal if they have donor data they need to access, but that shouldn't matter. There are some potentially other, more minor downsides. Keep in mind that the departing staff's Donor, Participant, and Contact records are left alone if you followed these steps.
The advantage: You have certainty that all data formerly associated with the previous user record has a new owner.
See Also: Security Roles and Page Permissions.