Before you start
You need user-management permission and the recipient’s correct email address.
Open Users
Open Owner Settings and choose Users. Review the existing users and pending invitations first to avoid sending duplicate invites. Each person should use their own account so access and changes can be attributed correctly.
Create the invitation
Choose the invite control. Enter the recipient’s Full name and Email address. Double-check the address with the recipient before sending. The walkthrough shows the form with example details and does not send an invitation.
Assign access
Choose the role and location access needed for the person’s work. Review the permissions attached to that role rather than assuming its name grants a particular tool. Reserve owner access for people responsible for administering the church account.
Send and follow up
Submit the invitation and confirm it appears in the pending invitation list. Share the invitation through the delivery method shown by the app. Ask the recipient to open it, create or sign in to their account, and confirm they can reach their assigned tools.
If you need a hand
If an invite has expired, issue a new invitation. If the email domain is rejected, review your church’s allowed-domain settings or ask the owner to approve the correct address.
Contact us