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Creating User Accounts

 

There are several approaches for creating a User account. Choose the one that works best for you!

Approach 1: From the Users page in MinistryPlatform

You can add a new User account within MinistryPlatform.

  1. Go to Administration > Users.
  2. Click New.
  3. Complete all required fields using a temporary password you are willing to share with the user.
  4. Click Save.

In this approach, the user is not able to log in unless you provide a temporary password. You can send this to them via email.

Please Note: It is not best practice to create User Accounts for Company records with Platform Security Roles. Doing so may result in error. To properly identify these records, see the example on Companies With Security Roles. 

Approach 2: From the Login Widget

The individual can add their own new User account using OAuth.

  1. Visit the Login Widget on the church website.
  2. Click Sign up.
  3. Provide their name, email address, and phone number.
    • If the email address provided is already associated with a User record, the individual is asked to go through the Forgot Password process to recover the account.
  4. Click Create Account.
  5. In the email they receive, click the link provided to confirm their account. At this time, the user has the option to change their system-generated user name and set a password. The link expires after 24 hours.

At no time is a new user given access to an existing account without first accessing the email address on file for that record. If the email address is not found in MinistryPlatform, a new User record is created, along with new Contact and Household records.

Approach 3: Sending an email with a My User Account snippet included

  1. Select one or more Contacts in MinistryPlatform.
  2. Click Tools > New Message.
  3. Add the My User Account snippet into the body of the message.
  4. Preview the message.
  5. Send the message.

The user receives a personalized message with a URL that identifies them. Depending on your configuration settings, the user may be taken directly to his account page in order to set a new password. Alternatively, the user may be asked to setup a new account and recover a temporary password from their email.

Approach 4: Sending an email with general instructions included

  1. Select one or more contacts in MinistryPlatform.
  2. Click Tools > New Message.
  3. In the message body, include a generic link and explain how to log in and/or create an account.
  4. Preview the message.
  5. Send the message.

Approach 5: Creating Users en masse using the Transfer Selection Tool 

  1. Start with a Selection. (You may want to use this View Example.)
  2. Click Tools > Transfer Selection.
  3. Select Copy to another page.
  4. Select Target Page: Users.
  5. Enter a New Selection Name.
  6. Select Create Missing Records: Yes.

For more information, see Transfer Selection Tool.