Church and organization members can register to access their profile online. From here, they can manage their giving (including downloading their statement), update contact details, view groups, view events, fill out forms, and more.

Important: new users are given "Guest" access to the system unless an admin granted different permissions beforehand.

A person can begin the registration process by clicking on the Register button on the account's login screen.

Note: active person profile is the same as an unarchived person profile.

From there, they will be asked to enter their email address. This is because the system will check if they already have an active profile in the system. This helps reduce duplicates since a church admin may have already added this person. Instead of having them create a new profile, we would want them to use the one that's already there.

After entering the email and clicking the Submit button, the system will look for an active person profile that has a primary email matching the one provided.

The form that new users fill out when signing up for a new account can be controlled. This form appears when members click on the Register button on the login screen of either the mobile app or the browser.

The default form is named "Generic New User Registration Form" and can be found and modified under Forms in the left-hand menu.

A different form can also be chosen to serve as the registration form by going to Settings & Tools (Cog icon in the tool-bar) > Your Organization > Security > Options > Registration Form.

Since registration is controlled via a form, all the capabilities that forms provide are available during the registration process. This means notifications can be set up when a new account is created, automation can be enabled (such as adding new users to a group or workflow process based on responses), all past submissions can be viewed in a single place, and much more. Control is also provided over what the person sees on the confirmation screen.

There are four (4) possible results after entering the email and clicking the Submit button. The following sections list each of the possible results.

In this case, there is a single active profile which has the email provided as their primary and they do not have access. This is the most common scenario when church has created a person's profile within the database. Since the system was able to uniquely match a profile, they will be sent an email where they can set their password and be given access to that profile.

In this case, there is an active profile which uses the email provided and they already have login access to the system. They should use the Forgot Password? feature to reset their password.

In this case, there is no active person profile which has that email set as their primary one. The person will then be asked to create a new profile by asking for their name, phone number, and gender.

Once they submit the form, they will receive an email where they will be instructed to set their password. After they set one, they will have access to the system.

When someone creates a new profile with the Register button, the profile needs to be verified by someone at your church. You'll receive an email asking you to verify it.

Until a profile is verified, that person can't:

Everything else stays available. Unverified people can still give online and do anything else Guest users are allowed to do.

In this case, there was more than one active profile which has the email provided as their primary. Since the system doesn't know which one to use, an approver will need to assist.

The form will ask them just for their name.

When they submit the form, a pending request will be added to the system for someone to approve. This will require someone from the organization to choose which of the matching profiles to link to that login.

The list of approvers is managed at Settings & Tools > Your Organization > Security > Options, under New User Approvers.

There must always be at least one approver in the list. To add an approver, search for the person in the input box and select them from the list of results. A person must have access to the system to be an approver.

Approvers are emailed when a new request comes in and also see it as a pending item on their dashboard when they log in.

To remove a request you don't want to approve, select Delete from its three-dots menu.

How do I add a user/grant access?