Roles are an important way to customize the experience for each of the users associated to your account. By default you are given 3 roles but these can be customized or you can create custom roles that fit your team best.
To access the Roles page, head to the Roles tab under your Admin, and click Create Role.
Creating Roles
"Access API" is an advanced permissions and that allows you to programmatically access data from Church Metrics. You can see more details here: https://github.com/TangoGroup/churchmetrics-api
"Input Data at Any Time" will allow a user to input data into Church Metrics at any time. They will have no restrictions on the "input" screen.
"Input Data on Service Date Week" will allow a user to input data for any service this week. To allow a user to only input data for this week you will want to check this and leave "Input Data at Any Time" blank.
"Input Data on Service Date" is the most restrictive input permission and will only allow you to input data on that service day.
"Manage Organization Settings" will allow a user to have access to the Admin. They will be able to add users, edit roles, create reports, and change other organizational settings.
"Run Reports" will allow users to run reports. They will not, however, be able to create new reports. Only those with "Manage Organization Settings" will be able to create new reports.
"View Charts" will allow users to view the "Reports" page and compare campus data.
"View Currency Categories" will allow users to add and view currency data. If left blank they will not be able to input or see currency data.
"View & Input Data For All Campuses" will allow users to see and input data for all campuses regardless of what campus they are associated to.
Once you're happy with the roles you've chosen, click "save".
Which Role Do I Need for This Task?
Task | Required Permission | Role(s) with Permission |
Get an API Key / Pull Data via API | Access API | Admin |
Input Data for Any Past Date | Input Data Any Time | Admin, All Campus Access |
Input Data for the Current Week | Input Data During Service Date Week | Admin, Staff, All Campus Access |
Input Data on the Day of the Service | Input Data On Service Date | Admin, Staff, Volunteer, All Campus Access |
Change Organization Settings | Manage Organization Settings | Admin, Viewer |
Run Reports | Run Reports | Admin, Staff, Viewer, All Campus Access |
View Charts | View Charts | All Roles |
View Currency Categories | View Currency Categories | All Roles |
View & Input Data for All Campuses | View & Input Data For All Campuses | All Roles |
