How can people register for access?

Describes how members of the congregation can access or create a new account to manage their information.

Updated over a week ago

Members of your church 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 your 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 (see image below). 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 "Check" button, the system will look for an active person profile which has a primary email matching the one provided.

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

Result #1

Profile Matched

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.

Result #2

Account Already Exists

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.

Result #3

No Profile Found

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. The person can click on the "Clear" button to return to the previous screen.

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.

Result #4

Multiple Profiles Matched

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 your organization to choose which of the matching profiles to link to that login.

Managing Approvers

The list of approvers can be set by clicking on "Account Settings" in the top left and then on the "Options" tab. 

You will need the Account Limited permission to manage the list of 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.

Handling Requests

The approvers will be emailed when a new request comes in. Approvers will also see this as a pending item on their dashboard when they log in. These can be resolved by going to the Security listing and clicking on the "Pending" tab. 

From there, view a request by clicking on the "View" button at the end of the row containing the request you want to see. A pop up will appear with information about who is requesting access and the list of profiles which matched the email. 

Use the radio buttons to select the profile that you would like to link to the login and grant access. An email will then be sent to them where they can complete the account set up.

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