Knowledge Base

Steps:

1. When adding a new user, select a Permission Level from the dropdown menu.
2. Choose one of the following:
   
   • Executive:
     
     • Full access to all features
     • Can view insights, user stats, donation amounts
     • Can add users and manage teams
     • Intended for senior leadership
   • Administrator:
     
     • Access to most features, including insights, user stats, and team creation
     • Cannot view specific donation amounts
   • Staff:
     
     • Limited to managing congregants at their assigned campus
     • Can access alerts, opportunities, and insights only for their campus
     • Can assign other Staff users at the same campus
     • Cannot view other users unless they are on the same team

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