How to add a new user in ChMS

Admin Instructions

As a Church Admin, you will sometimes need to add new users to your database. Please refer to steps:

1. Select Admin from the top navigation.
2. Choose the Users tab.

3. Click New User which will bring up the New User dialog box.

   

4. Enter the new user's email address, first name, and last name.

5. Select the desired user Role from the dropdown menu.

   

6. Press Invite.
   1. After you complete the invitation steps, your new user will receive an email inviting them to complete the set up process.

Sample Roles in Your Parish

The table below demonstrates some familiar roles in your parish which might need access to the different functions within ChMS.

Invited User Instructions

1. As the invited user, you will receive an invitation email as shown:

   

2. Click Accept Invitation button to launch the account creation process.

3. On the Invite to join eCatholic ChMS page, click the Next button:

   

4. Your email address will pre-populate in the Create your account dialogue.
   • Note: if you have a password manager enabled in your browser, it may override this pre-population.
5. Press the Next button to continue with eCatholic ID account creation process.
   • Refer to this help article for step-by-step process for creating an eCatholic ID.
6. Upon successful creation of the eCatholic ID, you will be launched into eCatholic ChMS.