Getting started
Who can see what: team roles
- Administrator: everything, including settings, the team, billing, data protection and the audit log.
- Staff: people, groups, attendance and email. No access to giving.
- Treasurer: giving and Gift Aid. Can look people up but not change them.
- Counter: enters collections into batches, without seeing anyone’s giving history.
- Group leader: sees, emails and takes registers for their own groups only. Link their login to their own record in Settings → Team so we know which groups they lead.
Pastoral and safeguarding notes can be limited further, to particular roles or named people, in Settings → People.