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Default Roles

 
Basics
  • MinistryPlatform comes loaded with Security Roles you can use immediately. You can use these on their own, edit them to be more to your liking (unless noted below), copy them to get a head start on making new ones, or create your own from scratch. 
  • For example, if a user needs access to two separate areas (Payments/Products and Processes), consider creating multiple roles - each handling a specific area of MinistryPlatform. This way, you have a better chance at being able to reuse the same role for multiple people (and not have to create a new role for every person/scenario). Here are some examples (not necessarily all-inclusive):
    • A "Process Manager" may have rights to edit Processes, Steps, etc.
    • A "Mission Trip Manager" may have rights to edit Events, Pledge Campaigns, and Pledges. 
IMPORTANT: Do not delete or rename default Security Roles that come pre-loaded in your system. Our code sometimes depends on the Security Role Name. Deleting or changing the name can result in errors.
Default Roles

Administrators
System Generated Administrator Role, the role to which all new reports and tools are given when updates are performed. By default, this role has a Mass Email Quota of 1,000. Please ensure a minimum Mass Email Quota of 50, as this role is used to send certain emails in the system. WARNING: Do not delete or edit, not even a little bit. Seriously. Just don't do it.

Background Check Management
Full rights to the Background Checks page and Background Checks report.

Basic Reports
Allows access to reports that everyone can and should be able to use. By default, this role has a Mass Email Quota of 10.

Batch Manager Administrators
Allows user to see, edit, and finalized all un-finalized Batches. WARNING: Do not delete or edit the name of this role as it is used by the Batch Manager.

Batch Manager Operators
Allows user to only see, edit, and finalize un-finalized Batches that they have created or are assigned to (including Batches that have not been assigned to anyone). WARNING: Do not delete or edit the name of this role as it is used by the Batch Manager.

Care & Needs Team
Those who assist with Care & Needs. By default, this role has a Mass Email Quota of 50.

CareLife Case Administrator
Full rights to all Care Cases in CareLife. WARNING: Do not edit the name of this role as it is used by the CareLife application.

CareLife Case Manager
Identifies authorized Case Managers in CareLife. WARNING: Do not edit the name of this role as it is used by the CareLife application.

CareLife Case Viewer
Identifies authorized Case Viewers in CareLife. WARNING: Do not edit the name of this role as it is used by the CareLife application.

Check In System Configurators
Full access to all areas of the Check-In application.

Check In Administrators
Full access to all areas of the Check-In application EXCEPT Themes and Labels. WARNING: Do not edit the name of this role as it is used by the Check-In application.

Check In Attended
Allows access to only the Check-In Kiosk area of Check-In. WARNING: Do not edit the name of this role as it is used by the Check-In application.

Check In Classrooms
Limited access to only the Classroom Manager area of Check-In. WARNING: Do not edit the name of this role as it is used by the Check-In application.

Check In Unattended
Limited access to only the Check-In Kiosk area of Check-In. WARNING: Do not edit the name of this role as it is used by the Check-In application.

Communications Team
Allows access to Publications, Subscriptions, Messages, Recipients, and Templates, as well as the Text Messaging Tool and any reports related to Messages, Publications, and mail merge. By default, this role has a Mass Email Quota of 5,000.

Database Team
Those who are trained to manage the database. Allows View rights to everything except Background Checks, Care Cases, and Stewardship. Edit and Mass Assign rights to many pages. Access to most tools, including Combine Contacts and Deceased Person. By default, this role has a Mass Email Quota of 500.

Event Registration Manager
Edit rights to all Event Registration pieces, products, invoices, payments, custom forms, and events.

Facilities Team
Edit rights to all Event and Facilities data, and allows the user to run related reports. Mass Assign rights on Room Reservations, Service Reservations, Equipment Reservations, Rooms, Equipment, and Services. By default, this role has a Mass Email Quota of 10.

Ministry/Pastor/Director
View rights to a lot of information related to the over-all ministry structure, including leadership-level reports. By default, this role has a Mass Email Quota of 10.

Mission Trip Team
Edit rights for Mission Trips, Mission Trip Pledges, Pledges, and Pledge Campaigns. Can view donations to trips, and "quick add" pledges. By default, this role has a Mass Email Quota of 100.

MyCallsPortalPage
Allows use of the My Calls page on the portal to accept, review, and log calls for the church. By default, this role has a Mass Email Quota of 1.

PocketPlatform Admin
Full access to PocketPlatform as an administrator.

PocketPlatform API
Full access to manage the PocketPlatform API.

Portal Content Manager
Allows user to create new pages on the Portal with simple HTML.

Staff/Employee
Ensures user can perform basic edits for Contact, Participant, and Household records, as well as view basic information about groups. Edit rights for Contact Logs and Responses. WARNING: Do not edit this role as any edits will affect ALL Platform users. By default, this role has a Mass Email Quota of 50.

Stewardship Team
Those who can process batches and manage donors. Edit rights to all stewardship pages, and full rights to some stewardship pages. By default, this role has a Mass Email Quota of 50.

Volunteer/Lay Leader
View-only access to Contact and Participant records and their key sub-pages. Does not allow the user to send Messages.