Invite Staff and Assign the Right Access

Staff accounts let multiple leaders work in ChurchTrakr without sharing a single sign-in. Each person should use their own account.

Invite a staff member

1. Open Staff.
2. Select the option to invite a staff member.
3. Enter the person’s name and email address.
4. Choose the appropriate role or permissions.
5. Send the invitation.

Choose access carefully

Give staff members the access needed for their work, but avoid granting broader administrative access when it is unnecessary. For example, a communications volunteer may not need access to billing or platform settings.

What happens next?

The invited person receives instructions for accessing ChurchTrakr. Their invitation may remain pending until they complete the sign-in process.

If an invitation is not received

• Confirm that the email address was entered correctly.
• Ask the person to check spam or junk folders.
• Review the pending invitation in Staff.
• Withdraw and resend the invitation if necessary.

Review access regularly

Update or remove access when responsibilities change or when a staff member leaves the church.

Screenshot suggestion: Add images of the Staff page and invitation form here.