Create and authorize a group for church leadership

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Many people are active in the church and help shape the church life in different areas. In order to organize the cooperation well, ChurchTools offers you groups in which you can bring people together and network. Certanly the church leadership is especially important for a church.
In many churches it consists of people who give direction to the church and take care of the spiritual leadership of the church members entrusted to them. Organizational matters are often part of this as well.

To make it easier for church leaders to work together and to provide them with the data and functions in ChurchTools that they need to carry out their ministry, you can bring them together in a “church leadership” group. To do this, you first create the “church leadership” group and then authorize the group members. How many permissions you actually give to the roles of the members of this group depends entirely on whether your church is more suited to open or narrow permissions management. We provide you with a basis for this decision in the article Open or restricted permissions management – what suits us?.

1. Create group and define settings #

In the module Persons & Groups you create a new group with the name “church leadership” (or any other name that suits your church).

  • Select Service as the group type.
  • Set the group status to Active. This ensures that the assigned permissions are immediately active for the group members.
  • For the visibility you select Restricted, so that only authorized persons with a ChurchTools user account can see the group. Alternatively, you can of course set the group to Internal so that all your users can see this group.

2. Add group members #

In this step you add all members of the church leadership to this group. Depending on your structure you can give one or two members the role “Leader” or “Co-Leader” and the rest of the members the role “Staff” or you give all group members the role “Leader” or “Staff”.

3. Assign permissions #

In the Permissions Management you give the respective roles of the group members the necessary global and group-internal permissions.

At a minimum, the church leadership group should be given all the permissions to see all the people in the church and much of their sensitive data so that they can be there for those people and guide them on their journey.

If a person leaves the church leadership group, they will be removed from that group and will also immediately lose any permissions distributed by being part of that group.

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Updated on 5. November 2024