To setup users who work in the office, rabbi, board members anyone else who should have access to business end of the congregation would be invited differently than the members.
Any office side users, across the board, will have the ability to query for families and individuals, Yahrzeits, create templates to print and email, send text messages, create announcements, and run permissioned based reporting.
Note: If an office side user is also a member, they will need to have two emails. One to use for their member login and one for their office login. Usernames cannot be shared for different permission roles.
To invite office side users go Setup--> Manage Users / Manage Users
- Click +Add User
- Enter the Username, which will be their email address
- Enter in their First and Last Name
- Select your organization
- Select the User Role
- Skip linking to a Family when adding an office side user
- Select a profile picture
- click Submit to save
When adding an office side user, you screen will look like this:
