People is the record of everyone your church knows. Almost every other feature reads from it: groups draw their members here, messages are addressed here, giving and events attach to people here.
Staff, members, and people not yet in the app
| Kind | Who they are | What they can do |
|---|---|---|
| Staff | People who run the church in the portal | Sign in to the portal, with a role that decides what they can reach |
| Members | Your congregation. The Type column also splits them into Member, Member to be, Children and Not baptised (attending). | Use the phone app — feed, groups, events, giving, prayer — once they have set a password |
| Not yet in the app | Anyone who has not set a password from a sign-in link | Nothing themselves; they are records you hold and can message |
Staff
Who they are:People who run the church in the portal
What they can do:Sign in to the portal, with a role that decides what they can reach
Members
Who they are:Your congregation. The Type column also splits them into Member, Member to be, Children and Not baptised (attending).
What they can do:Use the phone app — feed, groups, events, giving, prayer — once they have set a password
Not yet in the app
Who they are:Anyone who has not set a password from a sign-in link
What they can do:Nothing themselves; they are records you hold and can message
A person can move between these. Someone with no app account today can use the app once you send them a sign-in link and they set a password.
Finding people
- Search by name from the directory, or from the search box in the top bar anywhere in the workspace.
- Filter the list with the panel beside it, and switch between the People and Staff tabs.
- Choose which columns are shown from Display — the directory holds far more fields than fit on screen at once.