Give teammates exactly the access they need

When you invite or edit a teammate, you can now set their access module by module across Members & Households, Yahrzeits, and Finances, each at No access, View, or View & edit. Start from a preset like Office staff, Clergy, Treasurer, Board member, or Volunteer, or build a custom combination.

You can also hide contact details, or, for roles that provide pastoral care, add access to confidential pastoral notes on member profiles. Each person's access shows at a glance as Administrator, a preset name, or Custom access.