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Within Amplify People, saved groups of specific permissions grant users access to specific areas and actions. We call these permission groups Roles. In other words, Roles are permission sets that allow or deny users' access to view information and perform specific actions within your People software.
For instance, you can allow someone to view members' data but not edit it, while still allowing them to enter attendance. Roles enable more people to help manage your ministry, but only within their assigned areas.
Roles are created, and individuals are assigned to them. When an individual with a designated Role logs in, they will have the permissions associated with that Role.
By default, your system is configured with only the Admin role, a system role that grants full access to the specified users. You can then create additional security roles for different teams or individuals. For example, you could create a Contributions Entry role that grants users access to input contributions and view existing ones, but not access private information, such as notes or interactions.
Note: Calendar Permissions are handled in a separate area. See Calendar Permissions.
Add or Edit a Role (A Set of Permissions)
Under the Settings Gear found at the top right of the header, click Permissions in the dropdown menu. Next click the Roles Tab (below).
Scroll to the bottom of the page to the Add Role heading, type a role name, then click Save.
Pro-Tip: We recommend adding "function-based" roles based on your ministry needs. This way, it's easy to quickly understand each role and apply them to the appropriate individuals. For example: Data-Entry - Attendance, Data-Entry - Contributions, Check-In, Mass Contact, Workflows, etc.
Once your role has been added, click the Pencil Icon to the right of the name to edit Permission Categories.
On the screen that appears, you'll see all the Permission Categories available. Many are self-explanatory. (If you need help, see our Permission Category Descriptions). Select those applicable to your role.
At the bottom of the Role Permissions Screen, you'll need to choose the Groups to which these role permissions can be applied. Is it 'All Groups' or just certain groups? If certain groups, simply start typing a group name and select the appropriate groups as they appear.
Click Save, and you're done!
Assign Individuals to a Role
There are two simple ways to assign a role to a person. If you're already on the Permissions screen, simply find a role, click the Plus + icon next to the role, then type out the person's name to find & add them.
Alternatively, navigate to an Individual's profile, click the Account tab and check off the role from the list provided.
Again, people can have multiple security roles, as some may be restricted to certain groups, or you might break them up by "feature" for easy assignment.
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