Introduction for Staff Members

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You have access to a database full of people who attend your church! We want to help you use the database to connect with people and continue to follow up with them.

Tip

If you're unable to log in, follow the steps in this article.

Profile

From a person's profile, you can see their contact information, household, and social profiles or school information.

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From the Activity tab, you can also see the last time a person checked in, attended a group, served on a team, or registered for an event. If you don't have permissions in a product, you won't see activity for it.

Click the product name to enable or disable that product from the list.

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You can also see any notes left on their profile.

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Important

If you're an Editor, you can also add notes.

Lists

If you need to contact groups of people, you can create a list, and then use bulk actions or automations to reach out to them.

Check out our Common Lists to see which one you might need.

Workflows

Workflows help you move people through a process. You might already be assigned to some cards, so make sure you keep up to date with the workflows by checking the tab or updating your notifications.

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Important

If you have permission, you can also create workflows.

Get Help and Support

Our Support Team is always here to help! Use the ? at the top right of every page to find articles or open a ticket with Support.

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When you click that, you'll see this helpful dialog box.

  1. Suggested articles will give suggestions based on the page you're on when you click the question mark.

  2. Click browse our documentation to be taken directly to our online manual. You'll be able to see all of our help articles and open them from there.

  3. Type in what you're looking for. This will search our online manual and return articles on that topic.

  4. Send an email to our Support Team. For the most efficient support, be sure to include specifics about what you're working with. When you submit your questions from here, we receive lots of information about your account, including the page you're viewing, which allows for fast and accurate support for your request.

Phone Calls

We're dedicated to getting you an email response within an hour whenever we can. We look into the issue in detail, ask for help from other seasoned members of the team, or even consult a developer, if necessary. This type of direct assistance and shared knowledge isn't available when on the phone.

However, if you do need a phone call, you can schedule one when you open a ticket.

Organization Administrator Requests

These requests to Support can only be made by Organization Administrators:

  • Data removal or corrections you can't make yourself (undo old CSV imports, iCal imports, etc)

  • Request promotional pricing (legacy plans, church plants, Giving contract promotion)

  • Gain access to anything that was created and managed by someone else in the account

  • Restore or fully delete a canceled account

  • Disconnect a Stripe account

  • Request access to Giving (if there are no current Giving Administrators in the account)

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