Listing

How to Navigate the ‘Listing’ Page of the People Module in the Admin Portal

  1. Log In – Make sure you’re signed into your ChurchPad account.

  2. Click your Profile Icon at the top right.

  3. From the dropdown menu, select "Admin"

  4. You are now in the Admin Portal.

  5. From the left sidebar menu, click on “People”.

  6. Under the People menu, select the Listing tab to open the full directory of people in your database.

Understand the Listing Layout

You’ll now see a table of all individuals in your system, typically showing columns such as:

  1. User (Name & Email)

  2. Phone

  3. Contributions (if you track giving)

  4. Membership (e.g., Member, Guest, Global, etc.)

  5. Created (date added)

  6. Actions (Details, Edit Member, Delete Member, etc.)

Search & Filter

  1. Search: At the top of the table is a “Type to search …” field. Type a name, phone number, or keyword to quickly narrow the list.

  2. Filter: Next to the search bar, you might see additional filters (e.g., membership type, contribution amount, creation date):

    1. Click the filter icon or text to open a dropdown.

    2. Specify your criteria and click Apply Filters to see matching records.

Customize Table Columns

  1. Locate the column customization icon—typically a small grid or gear near the top-right of the table (next to the filter or “Download” icons).

  2. Click this icon to reveal a list of available columns (User, Phone, Contributions, Membership, Birth Date, Gender, etc.).

  3. Check or uncheck boxes to show or hide specific columns in the table.

  4. The table updates instantly, displaying only the columns you’ve selected.

  5. This is helpful when you need to see extra info (e.g., Envelope ID, Wedding Anniversary) or hide fields that aren’t relevant to your current task.

Download / Export Options

  1. Look toward the top-right of the table for the Download button. It typically has a dropdown arrow next to it.

  2. Click the arrow to reveal the following options:

    1. Download All: Exports every record in the database (or all members you have access to), regardless of your current filters.

    2. Download Current: Exports only the members currently displayed (based on any search or filters you’ve applied).

  3. After selecting Download All or Download Current, an export file is generated (usually in CSV or Excel format).

  4. Once downloaded, you can open the file in Excel, Google Sheets, or similar software for offline viewing or further analysis.

Adding a New User

  1. In the top-right corner, click + Add User.

  2. A sidebar/modal labeled Add New Member will appear:

    1. Fill in the required fields (Name, Email, Phone, etc.).

    2. Choose a Membership Type.

    3. (Optional) Check Notify Member for a welcome message.

  3. Save to create the new profile, which then appears in the People Listing.

Viewing & Editing a Single Person

  1. In the Actions column, click Details to open a user’s profile page (it may slide over or replace your current view). You’ll see personal information, contribution history, etc.

  2. Alternatively, Edit Member (or Edit) in the dropdown lets you change their name, phone, membership type, etc.

  3. Save changes to confirm.

Deleting a Person’s Profile

  1. In the Actions menu, click Delete Member.

  2. A confirmation dialog appears: “Are you sure you want to delete this profile?”

  3. Click Delete Profile to confirm. This action is irreversible.

Optional: Importing People

  1. If your account has this feature, you’ll see an Import button.

  2. The multi-step wizard generally includes:

    1. Upload your CSV file.

b. Map Fields (CSV columns to ChurchPad fields).

c. Validate/Review data.

d. Complete Import.

  1. Successfully imported records appear in the listing.

Access the Individual Profile

In the Actions column, click Details (or sometimes “View” ) to open their profile screen.

Overview Tab

  1. When the person’s profile opens, the Overview tab typically loads first This tab may display a high-level summary of the user’s:

    1. Personal Information (Name, Email, Phone)

    2. Membership status (Member, Guest, Staff, etc.)

    3. Last Updated date or a quick summary of their Contributions or Groups

  2. From here, you can quickly gauge who this person is and see major info at a glance.

Personal Information Tab

  1. Click the Personal Information tab to see or edit data like:

  2. At the top of the member’s profile, you’ll typically see multiple tabs (e.g., Information, Family, Contributions, Service Units & Small Groups, Security).

  3. Make sure you are on the Information tab.

  4. You’ll see different sections (e.g., Personal Information, Contact Information, Emergency Information, Medical, Employment, etc.), each with relevant data.

Review Personal Information

  1. The Personal Information block typically shows:

    1. Salutation (e.g., Mr., Bishop)

    2. First, Middle, Last Name

    3. Marital Status

    4. Membership type (e.g., Member, Global)

    5. Wedding Anniversary (if applicable)

    6. Birth Date and Age Group

    7. Gender

    8. Phone Number

    9. Envelope ID (if used for contributions)

    10. Baptism status, Nationality, Hobbies, or any custom fields your organization uses.

  2. Verify these details for accuracy.

Additional Sections within “Information Tab”

A. Contact Information

  1. Address 1, Address 2, City, State/Region, Zip/Postal Code, Country

  2. Edit button allows you to modify the user’s mailing address details.

B. Emergency Information

  1. Contact 1, Contact 2: Name, Relationship, Phone, Email

  2. Allows you to record whom to reach out to in case of emergency.

C. Medical

  1. Allergies: e.g., Fish, Meat, Peanut

  2. Allergy Status, Medical Condition, Medications

  3. This is helpful if your church organizes events where health considerations matter.

D. Employment Information

  1. Occupation

  2. Job Title

  3. Employment Status (Full-time, Part-time, etc.)

Family Tab

  1. The Family tab shows household relationships (e.g., spouse, children).

  2. Add Family Member:

    1. Click + Add or a similar button to link a person’s profile as a spouse, child, or dependent.

    2. Search for an existing user by name or email.

    3. Select the relationship type (Spouse, Child, etc.) and confirm.

  3. Remove / Update:

    1. Next to an existing family member, you may see an Edit or Remove option.

    2. Confirm any removal actions if prompted (e.g., “Are you sure you want to remove this family link?”).

Contribution Tab

  1. Click on Contributions (or “Giving”) to view the person’s financial giving history—if your church uses ChurchPad’s contributions tracking.

  2. Filter by Date or Category:

    1. Choose a date range (e.g., last month, year-to-date) to see all recorded donations.

    2. Contributions may be broken down by Fund (Tithes, Offerings, Missions, etc.) or Payment Method.

  3. Export:

    1. Some setups allow you to Download contribution reports for just this individual.

  4. Add Contribution (if permitted):

    1. Click + Add Contribution to record new giving info for the user.

Service Units & Small Groups Tab

  1. If the user belongs to any Groups or Teams (e.g., Choir, Ushering, Home Cell Group), this tab lists them.

  2. Add Service Unit or Add Group:

    1. Click + Add to select from existing groups or create a new one.

  3. Remove:

    1. Next to each listed group, you can Remove the user from that group or team if they are no longer involved.

Security Tab

1. Go to the Security Tab

  • Across the top of the user’s profile, you’ll see multiple tabs (e.g., Information, Family, Contributions, Service Units & Small Groups, Security).

  • Click on the Security tab to access password management, 2FA, and session timeout options.

2. Password Management

  1. The Password section shows the last date/time the user’s password was changed.

  2. To update it manually, click the Change Password button:

    1. A dialog may appear, prompting you to enter a new password or generate one automatically.

    2. Confirm your changes by clicking Save or Update.

  3. If your church’s policy allows it, you can also prompt the user to reset their password via email or an automated link (depending on your setup).

3. Two-Factor Authentication (2FA)

  1. You’ll see a toggle or status indicating whether 2-FA is Enabled or Disabled on the account.

  2. If 2-FA is disabled, you can typically turn it on here (depending on your ChurchPad version/permissions).

  3. Once enabled, the user will have to provide a second authentication method (e.g., a code from an authenticator app or SMS) when logging in.

4. Session Timeout

  1. Below the 2FA section, you’ll find Session Timeout settings.

  2. This dropdown allows you to choose how long a user can remain logged in when inactive (e.g., 5 mins, 15 mins, 30 mins, 1 hr, 2 hrs).

  3. Select your preferred option:

    1. For example, 15 mins means if there’s no activity, the user is automatically logged out after 15 minutes.

  4. Click Save to confirm. A success message may appear, showing the new timeout is active.

5. (Optional) Viewing & Managing Sessions

  1. Some ChurchPad setups also list active sessions (e.g., “Chrome on Macintosh”), letting you see all devices or browsers where the user is currently logged in.

  2. You can often logout specific sessions if you suspect unauthorized activity or want to enforce a re-login.

🆘Need additional help? Reach out to our support team at [email protected]

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