Every person in the system either has access to the system or does not. As such, there is no separate user account for a person. Access to the system is granted via their individual person profile. If they are not already in the system, you will need to add them first.

Individually

You will need the Permissions Limited permission to perform this action.

On the person's profile, click on "Actions > Grant system access" in the top right to grant access. Note that if the person already has system access, this option will not be available in the actions menu.

A popup will appear where you can specify the person's username (used to login) and their email address. The email address will populate with the primary email address by default. You can also click on the "Manage permissions" button to set up any special access they should have to the system. Please see this article for more details.

Once you're done, click on "Grant Access" to give them access.

The new user will receive an email with instructions to set up their new account with One Church Software.

Any person who has system access will be labeled with a green "User" next to their name when viewing their profile.

In Bulk

The system also allows you to grant access to multiple people at once. You will need both the Reporting and Permissions Limited permission to perform this action.

Navigate to the People Query Builder and construct a query which matches the people you are interested in granting access to the system. Once done, click on "Mass Change" in the actions menu.

In the pop up that appears, choose "Grant Access" in the drop down on the right.

Finally, click on the "Update" button at the bottom to grant them access.

Note: Access will only be granted if person has an email. Username will be the same as their email. In cases where multiple people share the same email, only one will be given access. The person chosen will be first of the following: head, spouse, oldest, or first added to system.

Did this answer your question?