Getting Started for the Church

This guide is intended for the person(s) responsible for managing MissionInsite in a church.

Did your church or parish obtain licenses as a result of your affiliation with a regional agency or denominational organization?
1. Yes — Your regional representative (agency administrator) will supply registration information and grant permission to affiliated churches.
2. No — At least one person in your church will function as the agency administrator.

To get started, you'll

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

Summary of Roles and Permissions

Role	Has Access To
Agency Administrator	Used 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 Manager	Manage users, but cannot grant the rights of an agency administrator.
Church Administrator	PeoplePlot

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.

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.

Navigate to MissionInsite.com, then click Client Login.
Click Register as a new user?
In the District/Agency Account Number field, enter your unique account ID, then click Submit.
Under Organization Details, select your city and organization.
Under Login Setup, create a MissionInsite account with your email address, or use an external provider to create an account.
Under General Information, enter your First Name, Last Name, and Role/Position.
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.
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.

Printable Registration Guide

Download this registration guide to share or print.

Manage Users

The Manage Users area displays each user's name, email, account status information, and applications.

Agency administrators 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 name, email, account status information, and applications display.

Invite Users to MissionInsite

You can invite new users to MissionInsite with your agency's registration URL. You can also print and distribute information about how to register at meetings.

In the Control Center, click .
Under Administration and Tools, click Manage Users. MissionInsite Account Management opens in a new window.
Click Invite New User.

Your registration URL displays. You can click on the link to access your registration site or copy and paste the link to others who need to register.

Edit User Permissions

You can edit MissionInsite user permissions. To do this, you must be a church administrator.

When you edit user permissions, the user profile displays the user's account status, whether they have enabled Two Factor Authentication, their number of logins, their last login date, and the last time they requested a password reminder.

If a user logs in through an external provider, the Login Details area displays.

You can also promote a user to a Standard User Manager, which lets him or her manage agency users but does not grant the rights of an agency administrator.

In the Control Center, click .
Under Administration and Tools, click Manage Users. MissionInsite Account Management opens in a new window.
Locate the user whose permissions you want to edit. You can look up individuals by user name, e-mail, first name, or last name.
Beside the user, click Actions, then Edit User.
Make any needed changes, then click Save User.

Edit Permissions

Agency administrators can disable or enable access for specific districts and studies. You can also promote users to church or agency administrators, or grant specific permissions such as Neighbor Center.

In the Control Center, click .
Under Administration and Tools, click Manage Users. MissionInsite Account Management opens in a new window.
Locate the user whose permissions you want to edit. You can look up individuals by user name, e-mail, first name, or last name.
Beside the user, click Actions, then PeopleView.
To grant rights, select Approved for Login.
In the drop-down list, select the user's Primary District. To assign specific studies, click Change Study Access. This adds individual studies or service locations to the user's access profile.
To hide the Welcome Center when the user logs into MissionInsite, clear Show Welcome Screen.
Under Application Permissions, select the user's level of access- Registered User, Church Admin, or Agency Admin. You can also select Custom, then grant specific permissions.
When finished, click Save.

Promote MissionInsite Users

You can promote MissionInsite users to user manager so they can approve and edit users. To do this, you must be an agency administrator.

In the Control Center, click .
Under Administration and Tools, click Manage Users. MissionInsite Account Management opens in a new window.
Locate the user your want to promote, then click on the username. The Edit User window opens.
Under Special Roles, select Standard User Manager.
Click Save User.

This user is now a user manager.

Remove Users

In Manage Users, you can remove users. Removed users cannot access any applications. To do this, you must be an agency administrator.

In the Control Center, click .
Under Administration and Tools, click Manage Users. MissionInsite Account Management opens in a new window.
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.
Beside the user you want to remove, click Actions, then click Remove User.
When the confirmation message displays, click Remove User.

MissionInsite User Account and Email Confirmation Status

When managing users in MissionInsite, you can view a user's account or confirmation status.

Account Status

The Account Status field displays if an account is ready for login, temporarily locked, permanently locked, or disabled.


Icon	Account Status
	Account is ready for login.
	An account is temporarily locked when the MissionInsite user has entered an incorrect password five times. To unlock the account, click Temp Locked or wait five minutes for the lock to clear.
	When the MissionInsite user has been temporarily locked out five times, the account is permanently locked until the user resets his or her password.To manually unlock the account, click Perm Lock.
	The account is disabled.

Email Confirmed

The Email Confirmed field in this table displays a user's confirmation status.


Icon	Confirmation Status
	Email address is confirmed.
	Email address is not yet confirmed. Click to manually confirm.

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 administrator.

On the Control Center, under Home, expand Administration and Tools.
Click Church Info.
Double-click on the church you want to edit.
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.

Upload People into MissionInsite

Uploading people defines your ministry area. This lets you see your ministry's reach and depth so you can connect and build relationships with members.

Before you can upload people data, make sure your data is properly formatted in an Excel or .csv format. Ministry partners using one of the following products can find detailed instructions for creating a export prior to uploading.

For others, use the best practices for exports listed in the ACS or PDS help articles below.

To learn more about uploading people, watch this video.

To upload people and use People Plot, you must be a church administrator. You can request access from your agency administrator.

Log into MissionInsite with your username and password.
If your organization has multiple studies, under Which Study Would You Like to Work With?, select your study’s name.
In the User Assistant, under What Would You Like to Do?, click People Plot.
Click Upload People, then Next.
Select a Study and People Type, then click Next.
Enter a Submitted By name and Email, then click Next.
Under Text Attribute Mapping, update the Actual Codes for Member Status and Member By Means, if applicable. Click Next.
Under Congregants (Default) Upload, click Choose File.
Select the file, then click Open.
Click Next.
If your uploaded file contains any errors, those display. Open the file in Excel and correct any errors. After correcting the errors, click Previous, upload the file again, and click Next.

What would you like to know more about?