Controlling who on staff can see and do what, using Roles and permissions.
Under Roles in the sidebar, you'll find every role defined for your church — for example Admin, Finance Officer, or Branch Pastor. Roles are assigned to individual staff accounts from Users, kept as a separate area from Roles itself.
Click Add New Role, give it a descriptive name, and save. A new role starts with no permissions granted — you'll set those up next.
Open a role and choose Manage Permissions to reach the Manage Role Permissions screen. Tick the individual permissions this role should have, or use Select All Permissions to grant everything at once.
Keep financial permissions (recording transactions, viewing reports) limited to roles that genuinely need them, especially across multiple branches.
Once your staff structure is set up, review Settings for the remaining church-wide configuration.
