Add a Team Member

How to add Team Members and manage their module access settings

Support avatar
Written by Support
Updated over a week ago

Team Members are members of your organization that you want to give permission to collaboratively work within your organization's Church Base dashboard with their own unique access.

You can set their permissions to allow them access to specific modules for them to work in, and limit the ones they don’t. This allows you to give your Finance Manager access to giving records, but not the website or app.

How to Add a Team Member

Step 1: In your Dashboard, select the profile icon in the top right corner.

Step 2: Select Team

Step 3: Select Add Member

Step 4: Enter Team Member information - email address, phone number, first & last name

Step 5: Select the gear icon to the right of the Team Member's name

Step 6: Select Access Settings and choose which modules or sections you would like your Team Member to have access to. 

Step 7: Your Team Member will receive an email prompting them to navigate to the dashboard and set their own password!

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