If you are logged in as an Administrator, then you will be able to view and change permission settings for each User Account, as well as create new user accounts. Non-administrators will be able to update their email address and password, but not make changes to their own permissions.
ChurchTrac works best when every person on your team has their own user account to login with the software. To help keep your ChurchTrac account secure, we recommend that every person who uses ChurchTrac have their own user name and password. The user name and password used determines which areas of the application are accessible to that user.
To create a user account, go to:Settings User Accounts Add User
Once a user account is created, you can set their privileges as well as their role in the church. We do not recommend having more than two administrator accounts, as they will have access to everything within the software.
Each user account is assigned a permission level that determines which user-defined fields, calendars, notes and task projects are visible to that user. By default, each user is set to the 'Leadership' (the second highest permission) level.
The option you select affects what the user can see or access when viewing data in user-defined fields, notes, calendars, and task projects. For example, if a user-defined field has minimum permission level of Leadership, then a user who is set of "Office Staff" won't be able to view this field.
Since Pastors have the highest permission level, you can create notes or fields that only users set to "Pastor" can view.
Keep in mind that the Permission Level setting is separate from other permissions that can be configured for user accounts. For instance, a user can be given a permission level of "Pastor", but still be restricted from viewing Giving or Accounting records.
This allows you to control which Smart Lists, and therefore which names in the database that this user has access to. By default, the user will have access to all Smart Lists and all names, but you can restrict a user to only having access to one or more Smart Lists.
ChurchTrac keeps an Audit Trail for each user. Audit Trails help provide accountability and transparency for what each user is doing within ChurchTrac. The Audit Trail is a detailed account of each time a user has logged in, the IP address they logged in from, records that were added, records that were deleted, updates to records and more.
To access a user's Audit Trail, navigate to the Settings Screen and select the "User Accounts" tab. From there you can navigate to the user you would like to audit and select "Audit Trail"
When you create User Accounts for each person in your leadership, you are giving them a powerful tool that will empower their ministry and help streamline your church communication.