You will need the Permissions Limited permission to perform this action. To grant financial permissions inside a role, you will also need the Permissions Full permission.
Roles can be created in One Church Software to keep a consistent set of permissions across multiple users. When a role is changed, the permissions update automatically for every user assigned to it.
Creating a role
Open Settings & Tools (Gear button in the tool-bar) and select Security.
On the Security page, select the Roles tab and click + Add Role.
Enter a name and a description, then click Save.
Name - the name of the role as it will appear in the Roles list and when assigning the role to users. This field is required.
Description - a short note about who this role is for. This is optional.
Alternatively, you can make a copy of an existing role and edit as needed for a new role. To do so, just click on the 3-dots menu at the front of the row for the Role you want to copy and then choose Copy. Name the new role and continue as detailed in steps 1-3 above.
Configuring a role's permissions, campuses, and custom fields
After saving, the role appears in the Roles list. Click the role name (or use the 3-dots menu > Edit) to open the full editor. The editor has three sections: Permissions, Campuses, and Custom Fields.
Permissions
The Permissions section is grouped into collapsible categories (Account Settings, People, Groups, Events, Communication, Financial, Automation, Sermons, Forms, Service Planning, Reporting, and Other). Each category shows how many permissions are selected out of the total available, along with a color indicator:
Full Access (green) - every permission in the category is selected.
Partial Access (yellow) - some permissions are selected.
No Access (red) - no permissions are selected.
Use Expand All or Collapse All in the top right to open every category at once. Within a category, each permission shows its name and description next to the checkbox. Some sub-groups (such as Contributions under Financial) also include check all and uncheck all shortcuts.
Campuses
The Campuses section controls the campuses this role grants access to. By default it shows No Restriction, which means users with this role can access every campus.
To limit access, click the No Restriction pill to open the Restrictions drawer, toggle Enable restrictions? on, and check the campuses this role should be allowed to access. Use check all or uncheck all to speed things up.
Custom Fields
The Custom Fields section controls access to each custom field on a person's record. Fields are grouped by section (for example, General, Check-In, Additional Fields). For each field, choose one of:
Hidden - the field is not visible to users with this role.
Read Only - users with this role can see the field but cannot change it.
Editable - users with this role can see and change the field.
When finished, click Save to apply changes.
Warning: When changing a role, every user assigned to that role inherits the new settings immediately.
Assigning a role to a user
Open the person's profile and click Actions in the top right. Under the Security section, choose Manage system access.
In the User Permissions window, set Access to Role Based.
Click choose roles, check the role (or roles) this person should have, then close the drawer. The window will show a read-only preview of the combined permissions, campuses, and custom field access this person will receive.
Click Save.
When assigning multiple roles, One Church Software merges their permissions and chooses the highest level of access where the roles disagree.
Tip: If permissions appear disabled on a person's profile, it's because the person has one or more roles assigned. Those permissions cannot be edited directly from the profile, because the role can affect other users. To make changes, either edit the role itself under Settings & Tools > Your Organization > Security > Roles, or change the person's Access to Custom.
Other Helpful Articles
Read this collection of articles to learn more about each permission.