People Management

The People Management module provides a centralized directory for your church members, volunteers, and staff. Organize people into areas and teams, manage roles and permissions, and maintain detailed contact information.

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Member Directory

Access your complete church directory from Church Center → People. The directory displays:

• Full name and contact information
• Current role and status (Active, Inactive, Pending)
• Team and area assignments
• Last login and activity information

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Inviting New Members

Administrators with the users.invite permission can add new people to the church:

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Single Invitation

1. Navigate to People → Invite Member
2. Enter the person’s name and email address
3. Assign an initial role (Admin, Leader, Member)
4. Click Send Invitation

The new member receives an email with:

• Welcome message with church name
• Secure invitation token (valid for 48 hours)
• Link to complete their profile setup
• Their assigned role information

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Bulk Invitation

For onboarding multiple people at once:

1. Go to People → Bulk Invite
2. Enter multiple email addresses (one per line or comma-separated)
3. Choose the default role for all invitees
4. Click Send Invitations

The system:

• Validates each email address
• Checks for existing members to avoid duplicates
• Generates unique invitation tokens for each person
• Sends individual invitation emails
• Reports success and failure counts

Bulk Invitation Results
After processing, you’ll see:

• Number of successful invitations sent
• Number of failed invitations (invalid emails or duplicates)
• List of any emails that couldn’t be processed

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Invitation Management

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Token Security

Invitation tokens are:

• Cryptographically secure: Generated using random bytes and SHA-256 hashing
• Time-limited: Expire after 48 hours
• Single-use: Consumed when the member completes setup
• Church-specific: Scoped to the inviting church only

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Pending Members

Invited members appear in the directory with Pending status until they:

1. Click the invitation link in their email
2. Set their password
3. Complete their profile information
4. Are approved by an administrator (if approval workflow is enabled)

Administrators can:

• Resend expired invitations
• Delete pending invitations that are no longer needed
• View when invitations were sent and by whom

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Member Approval Workflow

For churches requiring administrator approval before full access:

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Approval Process

1. New member completes invitation signup
2. Administrator receives notification of pending approval
3. Administrator reviews the member’s information
4. Administrator assigns final role and status
5. Member receives confirmation and gains access

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Role Management

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Assigning Roles

Administrators can change member roles at any time:

1. Open the member’s profile from the directory
2. Click Change Role
3. Select new role (Admin, Leader, Member)
4. Confirm the change

Role changes take effect immediately and apply to all modules and permissions.

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Updating Member Status

Control member access by changing their status:

• Active: Full access to the platform based on role
• Inactive: Login disabled but record preserved
• Pending: Awaiting invitation completion or approval

Status changes are logged in the activity audit trail.

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Profile Management

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Editing Profiles

Members can edit their own profiles:

• Contact information (email, phone)
• Personal details (bio, photo)
• Notification preferences
• Language and theme settings

Administrators can edit any member’s profile for data maintenance.

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Profile Security

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Teams and Areas

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Organizational Structure

Organize your church into a hierarchy: Church → Areas → Teams → Members Areas represent major departments or ministries:

• Worship & Arts
• Technical Production
• Hospitality & Welcome
• Children’s Ministry
• Administration

Teams are specific groups within areas:

• Worship Area → Singers Team, Musicians Team, Sound Team
• Hospitality Area → Ushers Team, Greeters Team, Coffee Team

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Assigning Members to Teams

1. Open the team management page
2. Click Add Member
3. Select members from the directory
4. Assign roles within the team (Leader or Member)
5. Save assignments

Members can belong to multiple teams across different areas.

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Team Leaders

Team leaders have elevated permissions within their teams:

• View all team member contact information
• Create and assign team events
• Manage team-specific content (e.g., setlists for worship team)
• Coordinate schedules and volunteer rotations

Team leader permissions are scoped—they don’t gain church-wide admin access.

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Activity Logging

All people management actions are logged for accountability:

• Member invitations sent
• Role changes
• Status updates
• Profile modifications
• Team assignments

Logs include:

• Timestamp of action
• Administrator who performed the action
• Target member affected
• Type of change made

Administrators can view activity logs from Church Center → Reports → Activity.

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Filtering and Search

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Search Members

Quickly find members using the search bar:

• Search by name, email, or phone number
• Results update as you type
• Fuzzy matching helps find members even with slight misspellings

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Filter Options

Combine multiple filters for precise results (e.g., “Active Leaders in Worship Area”).

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Deleting Members

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Invitation Deletion

Delete pending invitations that haven’t been accepted:

1. Find the pending member in the directory
2. Click Delete Invitation
3. Confirm deletion

This removes the pending record and invalidates the invitation token.

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Hard Delete

Users with the users.delete permission can permanently remove members: Before deleting:

• Verify the member is no longer associated with teams or events
• Consider exporting or archiving important information
• Confirm the action with a second administrator if possible

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Email Communications

All automated emails sent to members include:

• Church branding (name and logo)
• Professional “Church Center” signature
• Clear call-to-action buttons
• Support contact information

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Email Types

Invitation Email
Sent when a member is invited. Contains secure setup link and role information. Approval Notification
Sent when a pending member is approved by an administrator. Role Change Notification
Informs members when their role or permissions change. Event Assignment
Notifies members when they’re assigned to meetings or services.

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reCAPTCHA Integration

Member signup and login forms include invisible reCAPTCHA v3:

• Prevents automated bot registrations
• No user interaction required (invisible)
• Protects against brute-force attacks
• Maintains smooth user experience

This security layer protects your church’s member data without adding friction to the signup process.

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Best Practices

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Permissions Reference