Roles and what each can see

Each staff member has a role, and the role decides which tabs and actions they see. This keeps sensitive areas with the right people and keeps everyone's screen uncluttered.

The roles

• Priest — full access, including Settings.
• Administration — broad office access; not private notes or annulments.
• Parish Office — front desk: directory, messages, intentions, scheduling, calendar.
• Deacon — pastoral access without certain private and confidential areas.
• Faith Formation, Sacred Music, Maintenance — focused access to just the areas they need.

Adjusting access

A priest can fine-tune what a role sees from the role access matrix in Settings, ticking modules on or off per role. Changes take effect within seconds — no restart.

Tips

• The menu hides what a role cannot use, and the system enforces the same limits behind the scenes, so hiding is real, not cosmetic.
• Private things — pastor's notes, annulment detail — are withheld even from broad roles by default; grant them deliberately.
• Roles are also why two colleagues can see different tabs; that is by design.