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User Guide  /  Permissions, Login & Accounts

Permissions, Login & Accounts

The portal has its own accounts and roles. This section explains how people sign in, the kinds of access, and how accounts are created and managed.

Signing in

  • Go to the sign-in page from the Sign in button in the top bar, or /login.
  • Sign in with your email and password.
  • After signing in you'll see your dashboard, your schedule, and any tools your role grants. Anyone with administration sees Administration in the user menu.

If you're new, an administrator creates your account and shares a temporary password. You may be asked to change it on first sign-in.

Access types (roles)

A portal account can hold one or more roles, and each role can be scoped to a campus and/or a ministry:

  • Admin — full control. An admin with no campus/ministry scope is a portal-wide admin (sees the whole control panel). A scoped admin is limited to that area.
  • Leader — manages a ministry's schedules and people within their scope.
  • Scheduler — can build and edit schedules.
  • Member — the standard signed-in account: your own schedule, calendar, and profile.

What each role can do

CapabilityMemberSchedulerLeaderPortal-wide Admin
View own schedule & calendar✓✓✓✓
Manage own profile photo & campus✓✓✓✓
Build / edit schedules✓✓ (in scope)✓
Manage a ministry's people & roles✓ (in scope)✓
See Ministry & Leadership events✓✓
Member records, Families, Member types, Campuses✓
Maintenance (backup, import, export)✓
Create accounts & assign roles✓
Church Info, Appearance, Site settings✓

Ministry and Leadership events

Every event has a type, and a type says who it is for. Types marked Leaders only — Ministry events and Leadership — are hidden from members everywhere: the events list, the calendar, and a direct link all behave as though the event does not exist. Nothing is merely greyed out.

Ministry and Leadership are the same access level. They are two categories so a calendar can show one without the other, not two tiers of secrecy.

Schedulers can create and manage events but are not given this visibility, so an elders' meeting stays private from the person building the roster. Portal-wide admins always see everything.

Managing accounts (Users & access)

Portal-wide admins manage logins on Users & access (under Users & Access):

  1. Add a user — enter an email, display name, and a password (min 12 characters). Optionally give them an initial role. New accounts are set to must change password at next login by default.
  2. Assign roles — add one or more roles per user, each optionally scoped to a campus and/or ministry.
  3. Reset password — set a new password for someone who's locked out.
  4. Activate / deactivate — turn access off without deleting the account.

Safety guards

The system protects against locking everyone out:

  • You can't remove the last portal-wide admin role.
  • You can't deactivate or delete the last active portal-wide admin.
  • You can't deactivate or delete your own account.

Standalone module access codes

The guest Sign-up and RSVP modules use their own admin access codes rather than a portal login. Each code is a fixed ChristLikeness prefix plus a rotating WORD ID that expires (default one week). Manage the code — set or generate the word and its duration — from each module's Access code page, reachable from Sign-ups & RSVP in the admin sidebar.