Skip to main content
Church Member Software

Inviting your team

Give the treasurer, church office and group leaders their own login.

Who can do this: Administrators

Everyone gets their own login, so you can see who did what, and each person only sees what their role needs. Never share one login between people.

  1. Step 1: Open the Team page

    Go to Settings, then Team. You’ll see everyone who already has a login, and a box to invite someone.

    The Team tab in Settings, with an Invite someone box asking for an email address and role, and a list of team members.
    Open a larger view (opens in a new tab)

  2. Step 2: Send the invitation

    Type their email address, choose their role and select Send invitation. Not sure which role? See Who can see what.

    You’ll see a message saying the invitation has been sent.

    The Team page with a green message saying the invitation has been sent.
    Open a larger view (opens in a new tab)

  3. Step 3: They accept it

    They’ll get an email telling them who invited them and what their role lets them do. They choose Accept invitation and set their own password. The invitation works for 7 days.

    The invitation email, saying “Join St Peter’s, Ashby Green on Church Member Software”, explaining the treasurer role, with an Accept invitation button.
    Open a larger view (opens in a new tab)

What happens next

Group leaders: link their login to their own record on the Team page (under Their record), so the app knows which groups they lead.

Safeguarding leads: tick Safeguarding lead next to their name so they can see DBS records. They’ll need two-step sign-in.

To change someone’s role, choose a new one next to their name. To take away their access, choose Remove.

Back to all help