Adding more users to your ChurchTrac account gives your church leaders access to the tools they need to manage their ministry. However, it's important to control who has access to the data in your church management software.
If you are an Administrator of your ChurchTrac account, you will be able to manage permission settings for each User Account, as well as add new users. Non-administrators can update their email address and password, but not make changes to their own permissions.
ChurchTrac allows unlimited users without any additional fee. ChurchTrac works best when every person on your team has their own user account to log in with the software. To help keep your ChurchTrac account secure, we recommend that every person who uses ChurchTrac have their own username and password. The username and password determine which areas of the application are accessible to that user.
To create a user account, go to:
Settings User Accounts Add UserOnce a user account is created, you can set their privileges. There are four main sections for user privileges: General/Connect, People/Families, Events/Worship, and Giving/Accounting. Each section has different options for setting user permissions.
Projects: Projects available only to selected users are shown below. You can specify which projects this user can view and edit. Learn more about Project Permissions ›
Note Types & User-Defined Fields: Note types available only to selected users are shown below. You can choose which fields this user can edit and view, as well as assign access to specific user-defined fields. Learn more about Note Types and User Defined Field Permissions ›
Calendar: Events available only to selected users are shown below. You can designate which calendar this user can edit and view. Learn more about Calendar Permissions ›
Permissions related to financial records and contributions can be assigned based on access needs.
This allows you to control which Smart Lists, and therefore which names in the database that this user has access to.
By default, the user will have access to all Smart Lists and all names, but you can restrict a user to only having access to one or more Smart Lists.
Watch our Pro Tip video on how to let your small group leaders use the ChMS
The Audit Trail is a detailed account of each time a user has logged in, the IP address they logged in from, records that were added, records that were deleted, updates to records and more.
ChurchTrac keeps an Audit Trail for each user. Audit Trails help provide accountability and transparency for what each user is doing within ChurchTrac.
To access a user's Audit Trail, navigate to the Settings Screen and select the "User Accounts" tab. Select the user you would like to audit and select "Audit Trail."
When you create User Accounts for each person in your leadership, you are giving them a powerful tool that will empower their ministry and help streamline your church communication.