Create a role

Create a role when the built-in Admins and Members roles do not fit a person. For example, a role for deacons who manage duties but not online giving.

Who can do this: You need Edit access to User Roles, and View or Edit access to Role Management.

1. On a computer, click Church Membership in the menu, then Role Management. On a phone, tap More, then Church Membership, then Role Management.
2. In the top right, click Create New Role Group.
3. In Role Name, type a name for the role.
4. Go down the list under Screen. For each screen, click the level under Access Type.
5. Click View, Edit or No Access.
6. At the bottom, click Create.

You see New role created! and the list of roles opens. Now give the role to people. See Change a person’s role.

Good to know

• A new role starts with Edit on most screens, and View on Files and Website Manager. Check all rows. Lower each level that you do not want.
• To learn what each screen controls, see Understand roles and access levels.
• Visitors, Song Tracker and Donations Manager are not in the form. A role that you create cannot open them.
• Cancel puts the form back to how it started. To leave without saving, click the X at the top right.

If it does not work

• “This field is required”: Type a Role Name.
• New role not created! with “A role named … already exists.”: Your church already has a role with this name. Use a different name.
• Create New Role Group does not show: You need Edit access to User Roles. Ask your church admin.

Still stuck?

Email info@project-go.com. Tell us your church name and what you tried.