Manage access with
appropriate permissions
Give team members the access they need and nothing more. Role-based permissions keep data secure while enabling collaboration across your finance team.
Total Income
$284,520
+12%
Expenses
$198,340
-5%
Net
$86,180
+18%
New Donation
+$250 received
Features
Complete Team Control
Tools to manage access and maintain security
Team Members
Add team members with individual logins. Everyone has their own account for accountability.
Role-Based Access
Assign roles that determine what each person can see and do. Admin, Treasurer, Viewer, and custom roles.
Fine-Grained Permissions
Control access to specific features. Some can view but not edit. Others can record but not delete.
View-Only Access
Give board members read-only access. They see reports and data but can't make changes.
Ministry Access
Limit access to specific ministries. Youth leader sees youth budget, not the whole church.
Easy Invitations
Invite team members by email. They set up their account and get instant access.
Custom Roles
Create custom roles for your church structure. Define exactly what each role can access.
Access Audit
See who logged in and when. Track all access to your financial system.
Password Policies
Enforce strong passwords and regular updates. Keep your financial data secure.
Active Management
Easily deactivate former team members. Remove access instantly when people leave.
Access Notifications
Get notified of new logins and permission changes. Stay aware of who's accessing the system.
Team Communication
Send messages to team members through the system. Keep financial discussions organized.
Use Cases
Real-world applications
Treasurer Transition
When treasurers change, add the new person and remove the old. Clean handoff with no shared passwords.
Board Access
Give board members view-only access to dashboards and reports. They stay informed without risk of changes.
Ministry Leaders
Each ministry leader sees their budget and can submit expenses. Limited to their department only.
External Accountant
Give your accountant read-only access during tax season or audits. Remove when done.
FAQ
Frequently Asked Questions
Everything you need to know about this feature
How do I invite a new team member?
Go to Team Management, click "Invite Member," enter their email, and select their role. They receive an email to set up their account and get immediate access.
What roles are available?
Built-in roles include Admin (full access), Treasurer (finances), Viewer (read-only), and Ministry Leader (department only). Create custom roles for specific needs.
Can I remove someone's access immediately?
Yes! Deactivate any team member instantly from Team Management. Their access is revoked immediately and the action is logged in the audit trail.
Can I see who logged in and when?
Yes! The access log shows all logins with timestamps, devices, and locations. Get notified of unusual login activity.
Still have questions?
Contact our support team