How to Add Users to the Software

Keeping your team in the loop is essential for a smooth workflow. This guide will walk you through the process of adding new users to your Churchfuel software account and managing their permissions.

Step 1: Access Staff Settings

To begin, log into your Church Fuel dashboard and follow these steps:

Navigate to the sidebar menu on the left.
Scroll to the very bottom and click on Settings.
In the Settings menu, locate and click on My Staff.

Step 2: Create the User Profile

Once you are in the "My Staff" section, you can start adding your team members:

Click the Add User button located in the top right corner of the screen.
Fill in the Profile Info: Enter the staff member's name, email, and any other required contact information.
Optional Customization: You can upload a profile picture, add a custom email signature, or set their initial status here.

Step 3: Set Initial Role and Save

Before a user can be fully active, they must be assigned a base role.

Click on the User Role tab.
Select User from the options.

Note: Even if you intend for this person to be an Administrator, the system requires them to be saved as a "User" first during the initial setup.
Click Save. The new staff member is now added to your team list.

Step 4: Upgrading to Admin (Optional)

If the staff member needs full administrative access, you can update their permissions immediately after saving:

Find the new user in your staff list and click Edit.
Go to the Roles and Permissions tab.
Change the role from "User" to Admin.
Click Save again to apply the changes.