Roles, permissions, automations, security, and integrations.
| Role | Users | Modules | Confidential | Financial |
|---|---|---|---|---|
| Super Administrator | 2 | All modules | Allowed | Allowed |
| Senior Pastor | 1 | People, Care, Worship, Finance, Reports | Allowed | Allowed |
| Church Administrator | 1 | People, Calendar, Events, Facilities, Communications | No | Allowed |
| Finance Administrator | 2 | Finance, Reports | No | Allowed |
| Children's Director | 1 | Children, People, Volunteers | Allowed | No |
| Worship Director | 1 | Worship, Volunteers, Calendar | No | No |
| Deacon | 9 | Pastoral Care, People | Allowed | No |
| Small Group Leader | 14 | Groups, People (limited) | No | No |
| Volunteer | 86 | Volunteers, Calendar | No | No |
| Member | 412 | Member portal | No | No |
Permissions apply per module: view · create · edit · delete · approve · export
First-time guest welcome
OnGuest record created → Assign follow-up + send welcome email
Four Sundays absent
OnAttendance gap ≥ 4 weeks → Flag for care follow-up
Prayer request routing
OnPrayer form submitted → Assign to prayer team on rota
Background check expiry
OnExpires within 60 days → Notify ministry leader
Large purchase approval
OnAmount over $5,000 → Require executive approval
Event planning checklist
OffEvent created → Generate checklist from template
Membership class completed
OnClass attendance recorded → Advance membership stage
Connect APIs later without redesigning the core