Permissions within People determine which users can order, view, or delete integrated Protect My Ministry background checks within your People software. (Note: Permissions setup within Protect My Ministry's software may be different.)
This article provides a walkthrough of the permissions available within Amplify People and how to apply them to a security role. (Learn more about Permissions and Roles)
Apply Permissions to a Role
1. Click the Settings Gear icon and then select the Permissions option from the dropdown.
2. On the Permissions screen, click on the Roles tab.
3. Roles display vertically with the Role name at the top and individuals assigned to each role underneath. Click the Pencil icon to edit a specific role.
Pro Tip: We recommend creating "function-based" roles tailored to your ministry's needs. This way, it's easy to quickly understand each role and apply it to the appropriate individuals. In this case, we created a role for "Background Checks." Other suggestions could be Contributions, Check-In, Mass Contact, Workflows, etc. For more, see Permissions and Roles.
4. From the Edit Role page, select the 3 background check options listed under the Group-Based section.
NOTE: A volunteer role can be assigned permissions to Order background checks, but not view or delete them. We recommended that you restrict permissions to Delete background check documents to the system Admin role to prevent the accidental deletion of important records.
5. Click the Save button at the bottom of the page to apply your changes.
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