How to Effectively Manage Staff and PermissionsNew Staff Member to your organization. 1....
Transcript of How to Effectively Manage Staff and PermissionsNew Staff Member to your organization. 1....
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How to Effectively
Manage Staff and Permissions in
ParishSOFT Family Suite
Elaine Tank
ParishSOFTParishSOFT
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Today’s Agenda
• Importance of Permissions
• What is Appropriate Access?
– Permission Guidelines
• Best Practices• Best Practices
• Types of Access
• Granting Access
• Ending Access
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Importance of Permissions
Why do we need permissions?
• Access to the Program
Access Control• Access Control
• Data Security
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What is Appropriate Access?
• Grant only the privileges that are
required for the job function,
not every member needs a login.
• Limit who has the ability to delete.• Limit who has the ability to delete.
– Are delete permissions needed to perform their
job?
• Only one or two Organization Admin
– Only a select few need full rights to the
application.
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What is Appropriate Access?
Permission Guidelines• Pastor, Parish Administrator and/or Business Managers:
Organization Admin
• Secretary: Add/Edit/Print for Family Directory
– View/Print for other Modules; Delete rights??
• Bookkeeper: Add/Edit/Print for Offerings and Family • Bookkeeper: Add/Edit/Print for Offerings and Family Directory.
• Religious Ed Coordinator: Add/Edit/Print for Religious Education & Tuition
• Liturgy Coordinator (Or Ministry Scheduler): Add/Edit/Print for Ministry Scheduler and View/Print for Family Directory.
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• Email Accounts that use your organization’s
domain name
• Individual Accounts with Unique Logins• Individual Accounts with Unique Logins
– NO shared accounts
• Periodic Authorization Reviews
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• Set up email accounts that use your
organization’s domain name.
• Named user email accounts• Named user email accounts
• https://www.parishsoft.com/news/where-
are-you-with-email/
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Use Individual Accounts with Unique Logins
NOT shared accounts
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• Schedule periodic authorization reviews of all
user accounts.
– Change in Job Responsibilities
– Individuals Leave
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Types of Access
• Organization Admin
• ParishSOFT Access
• Suspense Reviewer• Suspense Reviewer
• ParishSOFT Modules
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Types of Access: Organization Admin
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Types of Access: ParishSOFT Access
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Types of Access: Suspense Reviewer
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Types of Access: ParishSOFT Module Access
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Types of Access
• Organization Admin
• ParishSOFT Access
• Suspense Reviewer• Suspense Reviewer
• ParishSOFT Modules
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Granting Access
What You Need to Grant Access and Add a New Staff Member to your organization.
1. Organization Admin Permissions– Grant Login Privileges– Grant Login Privileges
2. An Email Address for the user you are adding.
3. A Family Record for the new user within the organization you are creating the staff record for.
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Granting Access
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Granting Access
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Granting Access
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Granting Access
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Granting Access
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Granting Access: Assignments
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Granting Access: Assignments
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Granting Access: Positions
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Granting Access: Positions
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Granting Access: Positions
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Granting Access: Positions
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Granting Access: Positions
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Granting Access: Access Rights
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Granting Access: Access Rights
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Granting Access
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Ending Access
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Ending Access
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Ending Access
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Reset Password
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Reset Password
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Reset Password
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Reset Password
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Reset Password
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Reset Password
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Thank you!
Elaine Tank
ParishSOFT