Access & Welcome

FOR INTERNAL USE ONLY

Loom Video:

Step-by-Step: How to Give Keys (New Process)

1. Go to Agency View
   • Navigate to Settings → Team.
   • Click Add a User.
2. Enter User Information
   • Fill in the business profile details:
     • First name
     • Last name
     • Phone number
     • Email address
   • Copy the email address (you’ll use it again shortly).
   • Click Next.
3. Set Initial Role
   • Change Agency to Account.

   • Change Admin to User

     (You must do this—admin cannot be saved at this stage.)

4. Select the Church/Account
   • Choose the correct church name (double-check it’s the right one, e.g., Emmanuel – Flint)
5. Copy Permissions
   • Select Copy Permissions.
   • Choose the first listed user (e.g., success+…@churchfield.com).
   • Click Apply, then Save.
6. Edit User to Admin
   • You’ll be taken back to the user list (or the previous page).
   • Find the user by email.
   • Click the pencil/edit icon.
   • Go to Roles & Permissions.
   • Change role from User to Admin.
   • Click Save.
7. Done
   • The user now has keys using the new process.