Need help administrating your Church Metrics account? No problem! You can add as many trusted users as you would like. Once they have been added, they can begin to enter data into Church Metrics using their mobile device or the Church Metrics website.
Adding New Users
From the Profile drop down, select Admin. Then click Users in the left-hand navigation.
Click Create User.
Enter the details for your User.
Name: the name that is shown system wide to indicate who the user is.
Email: this will be used for login purposes and for setting up a password. This needs to be a valid email address.
Time Zone: this is used to determine how their data is imported in relation to the church.
Campus: Each user will by default be able to see and input data for only the campus(es) they are assigned to. If you need help creating a Campus, check out our Creating a Campus article! Also note that the user who created the account will not be assigned to a specific campus. You can set a campus for yourself if you'd like, or just leave it blank.
Role: Each Role gives users different levels of access in Church Metrics. You can read more about the different Roles here. By default we have created 3 for you to use, but you are also able to create custom roles for your account.
"Admin" gives full access to the site, and allows a user to make changes for all campuses and times.
"Staff" is an intermediate role. Users with Staff roles are able to see the Dashboard, Reports, Charts, and Input tabs, but do not have access to Church Settings. They are also limited to only see and input data for their campus.
"Volunteer" is the most limited and will only allow a user to input data for their campus. Also, the data must be entered within 24 hours of the service time.
Once you have set up your user the way you'd like, click Send Invitation. They will be emailed and prompted to setup their password.
Editing and Deleting Users
You can edit or delete Users at any point. Simply return to the Users tab and click Edit or Delete.
