Inviting a parishioner to the portal

The parishioner portal lets members update their own details and take part in parish life online. Access is by invitation, with a one-time code, so only the right person gets in.

Invite someone

• 1. Go to Settings → Portal and search the roster for the parishioner.
• 2. Click Invite. Vianney shows a 6-digit one-time code — it appears exactly once and is stored only as a scrambled fingerprint, so pass it along right away by whatever means you normally use.
• 3. They open your parish's portal page, choose Claim your account, enter the email you have on file for them plus the code, and choose a password of at least 8 characters.

The person needs an email address on file before you can invite them — Vianney will say so if one is missing. The invite email is also the sign-in email from then on, and only the office can change it.

Choose what they may do

The same page carries one switch per kind of self-service under What parishioners may edit about themselves. All of them ship on:

• Contact info — their own email and mobile number.
• Preferred channel — email, text, both, or none for a group they belong to.
• Ministry preferences — the Mass they would rather serve and how often.
• Blackout dates — days they cannot serve.
• Sub requests — asking for a substitute on one of their assignments, and offering to cover for someone else.
• Sign up for open spots — volunteering for an open position on a published schedule. The office confirms every sign-up; nothing is ever assigned from the portal.
• Home address — their address, including a seasonal one.

Flip a switch and it takes effect on the parishioner's very next click — nobody has to sign out. Turn one off and the portal simply stops offering it; where it helps, the page asks them to call the parish office instead.

A few things are always available and have no switch, because they are only ever about the person's own published schedule: confirming an assignment, and creating a private calendar feed. See What parishioners can do.

Codes, resets, and turning access off

• A code lasts 72 hours. If one lapses before it is used, just issue another.
• Once an account is active, the Invite button will not issue another code for it. Use Reset code on the account row instead: that issues a fresh one-time code, cancels any unused older code, and lets the parishioner set a new password. Doing so signs them out of every session they had open.
• Disable stops a parishioner signing in immediately without deleting anything; Enable puts them back where they were.

Tips

• People added through Safe Environment as external-only — volunteers and others who are not full parish members — cannot be invited to the portal; the invite option will not appear for them.
• Codes never appear in the audit trail. The trail records that a code was issued, by whom, and when it expires — never the digits.
• See What parishioners can do for the member's side of the screen.