ChMS User Roles
In this Article:
Roles & Permissions within ChMS
Users typically have common roles within your parish. These roles have been assigned access to the various modules within the ChMS. Refer to the matrix below for who can access what.
Editor:
An Editor can create, modify, and delete content. They have permissions to make changes to existing content, upload new files, update details, and adjust settings relevant to the content they oversee.
Viewer:
A Viewer has read-only access to the content. They can view and navigate through content, but cannot edit, delete, or add new content. Viewers are limited to passive interactions with the content, such as viewing reports or browsing information, without the ability to alter it.
Assigning User Roles
Below are the common roles within a parish that we have assigned along with their suggested security access. You will choose one of these roles when assigning access privileges to new users during set up.
Important Note: Users CANNOT have the Church Member user role and have other user roles using the same email address. If a user wants to register as a Church Member, they should use their personal email address and must be sent a Church Member invitation. A work email address should be used for their employee login within the ChMS.
Church Member
The Church Member role is used for parishioners who can log in to the ChMS to manage their family and member records. This role only has editing access to the Family module and view-only access to the Schedules module.
Church Helper
The Church Helper may view information from the Family, Group, Religious Ed, Schedules, and Reports modules. This role may use ChMS to help organize activities and events for the parish or Faith Formation.
Family Manager
The Family Manager role has editing (and deleting) access to the Family, Groups, Religious Ed, and Schedules modules. They also can view the Reports modules. This role might be helpful for volunteers who help with parish census, new parishioner registrations, or religious education activities.
Finance Manager
The Finance Manager has editing access to the Family, Groups, and Funds modules. They have the ability to add and manage contributions made to the parish through the Funds module. With access to the Family module, the Finance Manager can run annual statements each year and make changes to family records as needed. The Finance Manager also has view access to the Schedules, and Reports modules.
Religious Ed Manager
The Religious Ed Manager has full access to the Family, Groups, Religious Ed, Scheduling, and Admin modules. Managing classes and schedules for the students and families involved in faith formation is completely covered by this access to the ChMS. The Religious Ed Manager also has view access to the Reports module.
Scheduling Manager
The Scheduling Manager role is typically related to a worship coordinator. With access to the Family, Groups, and Schedules modules, it's a snap to get your lectors, ushers, and other tasks assigned and communicated. The Scheduling Manager also has view access to the Reports module.
Church Manager
The Church Manager has full access to all modules except the Reports modules (which is view-only). This user can manage family records, post contributions, and create schedules. This jack-of-all-trades role is typically assigned to the parish secretary.
Diocese Admin
The Diocese Admin role is someone from your diocese who has access to your parish's family, groups, and funds information. The Diocese Admin also has the ability to write and run reports, as well as, enter information in the Admin module. This role also includes access to the Users page where they can invite and assign user roles to new users and manage existing users.
Church Admin
The Church Administrator is the very first role that is set up in a parish. This person has access to all functions within the application including the Users page where they can invite and assign user roles to new users and manage existing users.