Permission Roles, Custom Fields & More

October 3, 2015 Amanda Lansche

Church360 Members Updates

Earlier this week, we released several updates to Church360° Members, including a significant upgrade to permissions and an exciting new feature!

 Improved Permissions with New Criteria

We’ve received a lot of requests for more detailed control when defining user permissions. We reviewed all the feedback and made some big changes. Now you can separate who manages tags, smart groups, pledges, and more! We even let you hide ages and birth years.

permission-roles-church360-members

 Conversion to Permission Roles

User permissions used to be based on Permission Groups. Each group had a set of permission levels and each person was assigned to one group.

We heard from our customers that some users were more complicated than that! They didn’t fit into just one group. In those cases, we had to suggest making a new group for that one person. This method created a lot of clutter, so we decided to help clean it up.

We’ve changed Groups to Roles. Now when you set permissions for a Church360° Members user, you can assign them one or more pre-defined (yet customizable!) roles.

People in your congregation fill many different shoes; one person might serve as both an elder and as a volunteer in the church office. Each of these roles will have different responsibilities, and anyone with multiple roles will receive the most access either of those roles allow.

permission-roles-applied-to-users-church360-members

 Introduction of Custom Fields

Many churches track information that is somewhat unique to their church. In most cases, Tags work great for tracking this type of data, but some information just doesn't work well as a tag! So we added Custom Fields to Church360° Members.

This much-requested feature lets you tailor your member profiles with information unique to your congregation. Administrators may create up to five custom fields, choosing text, date, or list.

To get started:

  • Go to General Settings in the Admin area
  • Scroll down to the bottom of the screen where you will see the heading Custom Fields
  • Click Add Field
  • Choose a name for that field
  • Select a type (either text, date, or list)
  • Choose a visibility (which permission roles can see this field?)
  • Click Save

After you add, edit, or delete a field, make sure to click Save!

custom-fields-members

 New Columns in People View

In the People view, we’ve added columns for “Received by” and “Received on.”

received-by-and-received-on-columns-church360-members

 

 Additional Mailing Label Template

We also added a new mailing label template on the People view. The Avery® 5351 Address Labels have 33 labels on each sheet, and the labels are 1" x 2-13/16". Please note: USPS Intelligent Mail barcodes will not print on Avery® 5351 labels.

new-mailing-labels-church360-members

That’s it! We hope this update makes managing your church with Church360° Members more enjoyable. Keep that feedback coming—email us at support@cts.cph.org with your suggestions.

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