Adding & Managing Users in Nurture

How to Add Users and Update Permissions

Summary

Adding users in Nurture allows your team to collaborate, assign follow-up, and shepherd people effectively. By setting the right permissions, you ensure each user has access to what they need, while maintaining appropriate visibility and control.

Who Can Add Users?

Only users with the following roles can add and manage users:

• Executive
• Administrator

This ensures that access and permissions are managed securely and intentionally.

How to Add a User

Step-by-Step

1. Navigate to the Users tab
2. Click Add User in the top right corner
3. Enter the following information:
   • First Name
   • Last Name
   • Email Address
   • Permission Level
4. Select the appropriate settings:
   • Permission Level: Executive, Administrator, Staff, or Volunteer
   • Giving Access: Turn on or off depending on whether the user should see giving data
   • Campus: Select the campus the user is assigned to
     • If your church has only one campus, you must still select it
   • Phone Integration (if enabled):
     • Assign a phone number for messaging functionality
5. Click Save / Invite User

👉 The user will receive an email invitation to join Nurture.

Important Notes

• Double-check the email address before saving
  • The invitation will be sent to this email
• If the email is incorrect, the user will not receive access
• Phone numbers must be assigned for messaging integrations to work properly

Understanding Permission Levels

Each permission level determines what a user can see and do:

• Executive – Provides full system access and should be reserved for senior leadership.
  Administrator – Offers broad visibility and management capabilities without access to detailed financial amounts.
• Staff – Designed for pastors, ministry leaders, and care teams who actively engage with congregants.
• Volunteer – Provides focused, limited access to support congregant care while protecting sensitive data. Volunteers can engage only with congregants they are directly assigned to follow.

👉 Assign permissions based on responsibility—not title.

How to Update User Permissions

Editing a User

1. Navigate to the Users tab
2. Locate the user you want to update
3. Click the gear icon next to their name

From here, you can:

• Update permission level
• Change campus assignment
• Adjust giving visibility
• Assign or update phone integration

Additional User Management Options

From the same settings menu, you can also:

• Reset Password
  • Sends the user a password reset email
• Delete User
  • Removes the user from the system

👉 Use caution when deleting users, as this removes their access entirely.

Best Practices

• Assign the lowest permission level necessary
• Limit giving visibility to appropriate roles
• Keep campus assignments accurate for localized care
• Ensure users with messaging responsibilities have a phone number assigned
• Regularly review user access to keep your system clean and secure

Why This Matters

Proper user setup ensures:

• Clear ownership of follow-up
• Secure access to sensitive data
• Effective team collaboration
• Scalable ministry systems

When users are set up correctly, your team can confidently engage, follow up, and care for people without confusion or gaps.

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