Invite your team

A colleague signs in to HoW with their own login. You invite them from Team with the roles they should have; they accept from the email and can start at once. Their login can then be linked to their record in People, so the person and the login are one.

Invite them

1. Open Team and choose Invite someone.
2. Type their Email: the address they will sign in with.
3. Under Roles, tick what they should do once they accept (see “Which role?” below). Staff is ticked to start with; Member alone opens only the member portal.
4. In a multi-campus church, choose the campuses they work with, or leave it empty for every campus.
5. Choose Send invitation. They get an email with a link; when they open it and choose Accept invitation, the roles are theirs (see Sign in for the first time). Until then Team shows them as Invited.

Link their login to their record

So their name, household and history in People belong to the same person who signs in:

1. Open People and find them (or Add person with their First name, Last name and Email).
2. On their record, under Portal login, choose their login in Link an existing login and choose Link.

Or invite them to the portal, on the same record, does both at once for someone who only needs the member portal: it sends the invitation with the Member role and links it to the record.

Which role?

Role	For
Owner	Full control, including settings, payments and refunds. Keep this to one or two people.
Administrator	Runs the day to day and the team, without settings, payments or exports.
Staff	Reads people, notes, events, groups, Services and content.
Ministry leader	Looks after people, groups, events and serving in their area.
Membership coordinator	Membership pathways.
Communications manager	Campaigns, templates, senders and approvals.
Store manager	Products, orders and refunds.
Content editor	The website, forms and media.
Group leader	The groups they lead, and serving requests.
Volunteer	Answers serving requests.

Need something in between? Build it on Team → Roles (Custom roles), and it is offered when you invite.

Good to know

• Who can invite. Owners and administrators. Only an owner can invite another owner.
• Changing someone’s roles later, suspending a login or removing someone from the church are on Team too (see Your team).
• Children are not invited. HoW sends nothing for someone under the portal age.
• One email, one login. If the address already has a login (at another church, say), it is added to yours rather than a second one made. One email has staff access at one church: if the address is on another church’s staff, HoW says so and nothing is sent; ask for a different email address (see One email, one church’s staff access).

For members

Members are invited the same way, with Member as their only role, or from their record in People with Or invite them to the portal.

What DCX Logic support can do

Check whether an invitation went out, and explain why one was refused.

Coming from Planning Center

Planning Center sets each person’s access from one place, “a single interface for quickly viewing and managing a profile’s access across all the products” (Global permissions management). HoW’s Team page is that place: the invitation carries the roles, and the same dialog changes them later.