Team Members are members of your organization that can 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 that they need to access, and limit the ones they don’t.

This article will provide step-by-step instructions how to add Team Members and manage their access settings to specific modules.


Video Walk-Through

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Step-by-Step Instructions

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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