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Early Adopter

Getting Started for the Regional Agency

This guide is intended for the person(s) responsible for managing MissionInsite at the regional or denominational level. It may also be used by the church or parish that purchased licenses independently of affiliation.

To get started, you'll
  1. Register and log in.
  2. Review contact information for accuracy and add/remove churches, if applicable.
  3. Invite other users, approve their registrations, and manage permissions (agency admins only).
  4. Upload names and physical addresses, or request a New Client Data report.
  5. Ask questions and discover the answers.

Summary of Roles and Permissions

RoleHas Access To
Agency AdministratorUsed in conjunction with the Standard User Manager to access user management and profiles, church profiles and service location records, which is vital to the accuracy of mapping, usage reports, and email lists. (Admin of Admins).
Standard User ManagerManage users, but cannot grant the rights of an agency administrator.
Church AdministratorPeoplePlot

How to Register for MissionInsite

Before you can log in to MissionInsite, upload your people, map your congregants, and explore your ministry area, you must register for MissionInsite.

You'll need your agency's unique agency ID code, provided by MissionInsite. This ID code is case sensitive.

Each user should register ONLY once, and the new registration must be approved by the agency administrator.
Note: You can only have one email address and password for MissionInsite. If you need access to a local church or organization as an agency user, contact your agency administrator to add additional study area options to your login.
  1. Navigate to MissionInsite.com, then click Client Login.
  2. Click Register as a new user?
  3. In the District/Agency Account Number field, enter your unique account ID, then click Submit.
  4. Under Organization Details, select your city and organization.
  5. Under Login Setup, create a MissionInsite account with your email address, or use an external provider to create an account.
  6. Under General Information, enter your First Name, Last Name, and Role/Position.
  7. Review the terms, then select Accept Terms. If applicable, you can opt out of email correspondence. However, we recommend receiving emails, so to stay informed about system updates and new features. In addition, if you opt out of product emails, you will not receive a confirmation email.
  8. Click Register.

After completing your registration, you'll receive an email with the subject Confirm Your Email. To confirm your account, you must click on the link in this email. The link is valid for 24 hours. If you don't see the email in your inbox, check your spam folder.

Once you confirm your account, your agency administrator must approve it. When this happens, you'll receive another email. If you don't receive the email, please don't try to register again. Contact MissionInsite Support at 877-230-3212 for assistance.

Sign In To MissionInsite

You now have one unified login for all ACS Technologies (ACST) products that you will use when signing into MissionInsite.

The first time you log in, you must reset your password.

You can also login with Google, Apple, or Microsoft, and you can bookmark the login URL so you can easily find it later.
Note:

If you already have a Realm account and your site has enabled or required multi-factor authentication, you will receive multi-factor authentication prompts when logging into MissionInsite.

  1. In your web browser, navigate to https://app.missioninsite.com/login.
  2. Click Log In.
  3. Click Next.
  4. If this is your first time logging in, click Forgot your password? to reset your password. Otherwise, enter your Email Address and Password, then click Sign In.

Use Google, Apple, or Microsoft to Sign In

Once you link your Google or Apple account, you can use it to sign in.

For more information, see how to link your Google account , link your Apple account, or link your Microsoft account.

What does it mean to link a Google, Apple, or Microsoft account?

This option allows you to link your sign in credentials (email and password) to Google, Apple, or Microsoft credentials. Once this is done, you can use either your original credentials or Google/Apple/Microsoft credentials to sign in.

Can someone without an account use Google, Apple, or Microsoft credentials?

No. You must first create an account. The next time you sign in, you can then link your Google, Apple or Microsoft credentials.

Do you have to use Google, Apple, or Microsoft credentials to sign in?

No, this is optional. You can continue using your current credentials to sign in.

What happens when you try to sign in using Google, Apple, or Microsoft that is not already linked to an account?

If you try to sign in using a Google, Apple, or Microsoft account that is not linked, you will be prompted to log in with your current credentials (email and password). After you sign in, your account will automatically link to the Google, Apple, or Microsoft credentials you attempted to sign in with.

Can the Google, Apple, or Microsoft sign in options be disabled?

There is no way to disable this. It will display on login screens for all sites.

Manage Users

The Manage Users area displays each user's first and last name, email, account status information, permissions, and studies.

Agency/User Managers can invite or remove users, edit profiles, and and grant access to functional areas of MissionInsite.

To manage users, in the Control Center, click Home. Under Administration and Tools, click Manage Users.

Each user's first and last name, email, account status information, permissions, and studies display. You can also display only active users or only guest users, and you can sort the grid.

Delete Users

In Manage Users, you can delete users.

Deleted users cannot access any applications. To do this, you must be an Agency/User Manager.
  1. In the Control Center, click Navigate Home.
  2. Under Administration and Tools, click Manage Users
  3. In the grid, locate the user you want to remove. You can look up individuals by user name, e-mail, first name, or last name.
  4. Beside the user you want to remove, click Actions, then click Delete.
  5. When the confirmation message displays, click OK.

The user is now deleted.

While you can delete a guest user from your agency, the guest user still has permissions in other agencies.

View User Account Status

You can view a MissionInsite user's account information. To do this, you must be an Agency/User Manager.

  1. In the Control Center, click Navigate Home.
  2. Under Administration and Tools, click Manage Users
  3. Locate the user whose permissions you want to edit. You can look up individuals by email, permissions, or studies.
  4. Click on the user's email address.
The Account Status displays the number of logins over the last 30 days, date registered, and the last login date.

Deactivate Users

In Manage Users, you can deactivate users.

Deactivated users cannot access any applications, and if you deactivate a guest user, that user still has all permissions in other agencies. To do this, you must be an Agency/User Manager.
  1. In the Control Center, click Navigate Home.
  2. Under Administration and Tools, click Manage Users
  3. In the grid, locate the user you want to deactivate. You can look up individuals by user name, e-mail, first name, or last name.
  4. Beside the user you want to deactivate, click Actions, then click Deactivate.
  5. When the confirmation message displays, click OK.

The user is now deactivated.

To activate a deactivated user, beside the user you want to activate, click Actions, then click Activate.

Download a User Email List

You can download your MissionInsite users list as an Excel file.

  1. On the Control Center, click Navigate Home, then expand Administration and Tools.
  2. Click Manage Users.
  3. If applicable, filter the grid to display active users only, guest users only, certain permissions, or specific studies.
  4. When the grid displays the list you want to download, click Download List.

By default, your list is saved in your computer's downloads folder.

Review Your Organization's Profile

Now is a good time to review and update your church contact information and website.

Edit Church Information

You can edit a church's description, contact information, address, website, or notes.

When you update a church or service location's street address, the map automatically updates.

To do this, you must be an Agency Manager.

  1. On the Control Center, click Navigate Home, then expand Administration and Tools.
  2. Under Location Info, click Church Info.
  3. Double-click on the church you want to edit.
  4. Make any necessary changes, then click Save.

After saving your changes, the list of churches displays. You can edit another church's information or return to MissionInsite.

Add a New Church

You can add a new church to your agency's MissionInsite study.

To do this, you must be an Agency Manager.

  1. On the Control Center, click Navigate Home, then expand Administration and Tools.
  2. Under Location Info, click Church.
  3. Click Add New Location.
  4. Enter the name, address, contact, website, email, notes, or other information, then click Save.

After saving, your church displays in the list.

Delete a Church

You can delete a church from your agency's MissionInsite study. To do this, you must be an Agency Manager.

  1. On the Control Center, click Navigate Home, then expand Administration and Tools.
  2. Under Location Info, click Church Info.
  3. In the list of churches, locate the church you want to delete, then click Delete.
  4. When the confirmation message displays, click OK.

Custom Demographic Study

If you're not affiliated with a registered denominational or regional MissionInsite subscriber, our team can create a custom study for you. To do this, we need your key agency contacts, church or parish data lists, and agency boundaries.

  1. Provide Key Contacts — Key contacts are people in your regional agency who can provide data files and agency boundary maps. We'll provide key contacts with login information, specific instructions, and support.

  2. Provide a Data File — Before you can retrieve community data, you must submit a file that contains information for each church, parish, or organization in your regional agency. Use the Church Data File Template to compile this data. Once you've gathered your church data, contact us at 877-230-3212 or misupport@acst.com for more instructions.

  3. Provide Agency Boundary Map — Next, we need an accurate agency boundary map, preferably a digital submission known as a shape file. Digital shape files consist of four files for each boundary. If you don't have a digital file, you can submit an accurate street map with clear boundaries for your agency. Or, if your agency's boundaries are comprised of states or counties, submit a list of those.

  4. Submit your shape files, maps, PDFs, or lists to misupport@acst.com.

Generate Administrative Reports

In the Home area of the Control Center, administrators can generate three reports.

The Registered User Report displays a list of registered users for your study and district. It displays each registered user's first name, last name, username, registration date, number of logins, and last login date.

The Agency Usage Report displays the number of reports downloaded and registered users for a specific date range, and the Users Usage Report displays the number of reports each registered user generated for a specific date range.

  1. In the Control Center, click Navigate Home.
  2. Under Administrator and Tools and Admin Report, in the Select a report drop-down list, select the report you want to generate.
  3. Enter the From and To dates for your reports.
  4. Click Generate Report.
MissionInsite

Last updated: October 29, 2024

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