What would you like to know more about?

Add a User with Responsibilities

Assign permissions to individuals who need access to certain areas.

  • You must be an administrator to do this.
Administrators can assign responsibilities that provide users with access to areas within Realm. These users can carry out tasks based on the permissions they hold.
Note: You can create a new administrator by selecting the Administrator responsibility when adding or editing a user's responsibilities. Administrators have access to everything on your site, so assign this responsibility with care.
  1. In the top-left corner, click your ministry hub then Realm. Then click Users & Permissions > Users With Responsibilities.
  2. To change a user's permissions, click the ellipsis icon next to their name, then select Edit. Make any necessary changes, then click Save.
  3. To add a new user, click Add User.
  4. Enter the individual's name. If it does not appear in the drop-down list, click Add Profile. Enter any additional information needed.
    Note:

    Fields marked with an asterisk are required. For more on profile fields, see the Field Information. Administrators can determine which fields are required. For details, see Profile Fields.

  5. Select one or more responsibilities for this user, then click Save.
    An email notifies the individual, explaining how to sign in and create an account.