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RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Responsibilities

Add a Responsibility

Create new collections of permissions to assign different staff members or volunteers.

  • You must be an administrator to do this.
A responsibility is a customized set of permissions that you can you assign to other users.
Tip:

You can copy a responsibility and all its related permissions in order to quickly customize a new one that is similar. In the Responsibilities list, point to a responsibility, click the ellipsis icon, and select Copy. Then, make any necessary changes to the new responsibility.

  1. In the top-left corner, click your ministry hub then Realm. Then click Users & Permissions > Responsibilities.
  2. Click Add Responsibility.
  3. Enter a name to describe the responsibility, such as "Add Profiles" or "Fund Manager."
  4. Select which permissions to allow for this responsibility.
  5. Click Save.
    Note:

    Date of Birth

    If you make someone an administrator, staff member, or leader, they will be able to view an individual's full date of birth, including the year, on the profile.

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Last updated: July 22, 2024