Users
The accounts that can sign in to your church.
Settings, then Users lists every account at your church with its email and active status. Requires the Manage users and roles permission. Every user is linked to a contact; the difference is explained in Contacts vs user accounts.
Invite a user
Click Add User, pick or create the person's contact, enter their email, choose roles, and save. Church Planner emails an invitation link; the person sets their password (or connects Google) and they are in. The full walkthrough is in Invite your team.
Edit a user
Open a user to change their roles or active status.
- Roles. A user can hold several roles; their permissions add together. See Roles and permissions.
- Active. Turn this off when someone steps back. They can no longer sign in, but their contact, history, and assignments remain. The church's owner account cannot be deactivated; contact support if that person is leaving.
- Email. Locked once the user has confirmed it. To move someone to a new address, deactivate the old user and invite the address as a new one.
- Resend invitation. For an invited user who never accepted, sends a fresh link (the old ones expire).