Access & Oversight

Access recommendations

People

• Serve Team- Generally, viewer only with additional access as TRAINED and needed.
  • Do not give access to the following: Texting, emailing lists, messaging via church center app.
• Staff- Viewer w/rights to forms, workflows.
• Comms Staff- Editor rights with above and rights to email lists.
• Manager rights should only be given to those who need the specific rights to merge accounts. These rights should be requested through IT.
• Workflow permissions: These can be given at the workflow level. Viewer permissions are usually required as well.
  • For Workflows, follow the following:
    • All workflows should be set to “Managers can Manage”.
    • If someone is managing just cards that are assigned to them, they only need “Manage Assigned Cards” permissions.
    • If someone is managing the entire workflow, give them Manager rights.
  • Forms access is only provided to those who understand and have learned how to utilize forms and their impact on the overall database.
• For ALL Forms, Lists & Workflows that are created to be used by a campus or department, be sure to set the permissions to MANAGERS can Manage.
• For any global/campus/department process that will need to be running post a specific person, these need to be built under the department email. If it is associated with a specific account, as soon as that account is set to inactive, any list or automation will no longer be active.

Registrations

• Unless a person has been TRAINED how to use Registrations and the requirements for building it correctly, a person should only be a manager of an event.
• Admin privileges are provided for those who have TRAINED how to create and duplicate events.

Publishing

• Approval from Comms Team.

Check-ins

• Check-in Editor or admin rights should only be given to those who know how to use checkins and the impact on the data if changed or deleted.
• We generally recommend that this is stewarded primarily by the children’s department as they are the most significant users.

Giving

• Approval from Finance Team.

Groups

• Only Group admins should have administrative rights in groups.
• Group leaders have their own set of rights.
• Attendees do not need Groups App access.

Calendar

• Approval Required from Events team.
• Viewers for Events, resources & rooms: Staff Access and approved serve team.
• Event Creators: Approved via events and the person MUST be TRAINED on the process.
• Rooms & Resources Creators: Approved staff that has been trained only.

Oversight

• PCO as a platform/database is stewarded by the following:**
• Overall use, is it working, billing, organizational set up- Systems FW
• People Platform- Serve Team, MC Connect.
• Registrations- Events with departments & Comms
• Groups- MC Groups Team
• Giving- MC Finance (We currently do not use this platform other than record)
• Calendar- Events
• Check-ins- MC Kids/Students/Systems FW
• Publishing- Comms </aside>