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
Once you log into your account, head to Admin in the profile dropdown menu.
Click Users in the left-hand side navigation, and Create User.
Enter User Details and click Send Invitation. Note that all 5 fields are required- don't leave any blank, or you will receive an error!
Name: This is the name displayed system-wide.
Email: Used for login and password setup. Must be valid.
Time Zone: Sets the user's local time zone for data import.
Campus: Assign users to a campus. By default, they’ll only see data for their assigned campus, but you can customize their Role to allow them to see others as well. (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: Choose a role to set the user’s access level. 3 default Roles have been created for you to use, but you are also able to create custom roles for your account.
Admin: Full access to all campuses and settings.
Staff: Limited access (can see dashboards, reports, etc., but not settings) and only for their campus.
Volunteer: Limited access to input data for their campus within 24 hours of service.
Once you've sent your invitation, the user 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.
