Administrator

How to Navigate the Administrator Page of the ‘Roles and Permission’ Settings 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.

    1. Note: The Admin option is only visible to users with admin privileges.

  5. From the left sidebar menu, click on Settings.

  6. Under the Settings menu, select the Roles and Permissions option. You should see a page with two main sections or tabs: one for Administrators (listing current admins) and one for Products (Module-based access levels).

Role Access Guide

Before managing admins, it’s important to understand the access levels:

1. Super Admin

  • Has full access across all modules and settings.

  • Can manage other users, including promoting Admins to Super Admins.

2. Admin

  • Has full control over assigned modules (Add, View, Edit, Delete, Import, Export, Reporting).

  • Cannot access organization-level settings.

Additional Permissions:

  • FULL → Add, View, Edit, Delete, Import, Export, Reporting.

  • ADD → Can add and edit, but cannot delete, export, or run reports.

  • VIEW → View only.

Understanding the Administrator Listing

  1. In the Administrators tab, you’ll see a list of current administrators along with the following information:

    1. Name (or User)

    2. Email or Phone

    3. Status (e.g., Admin, Super Admin)

    4. Last Seen (when they last accessed the portal)

    5. Actions (buttons such as Details or Remove Admin)

  2. At the top-right corner, you may see additional actions, such as:

    1. Search: to quickly find a specific administrator by name.

    2. Download: to export a list of administrators (if this feature is enabled).

    3. Print: to generate a printer-friendly version of the administrator list.

    4. Column Customization: Show or hide specific columns in the listing. These tools help you tailor the view to your needs (e.g., only show name and status, hide email, etc.) and easily generate a printout if you need a hard copy.

Customizing Columns & Printing

  1. Customize Columns:

    1. Click on the column customization icon or button (often depicted as a gear or “Columns” dropdown).

    2. A small panel or drop-down listing available columns (e.g., Name, Email, Phone, Status, etc.) will appear.

    3. Check or uncheck columns to show or hide them in the Administrator listing.

    4. Your changes typically apply immediately, so you can see the new layout right away.

  2. Print the Administrator List:

    1. After customizing the columns, click on the Print button.

    2. A preview window may appear, showing how the table will look when printed.

    3. Adjust your printer settings as needed (e.g., layout, margins, pages) and confirm printing.

💡Tip: If you plan to export or print the list for an audit, it’s often helpful to show as many relevant columns as possible.

Adding a New Administrator

  1. Click on the Add Administrator button (at the top-right of the listing).

  2. A pop-up window labeled Add Administrator will appear:

    1. Search Admin User: Type in the name or email of the user you wish to grant admin access.

    2. Make Super Admin (optional checkbox): Enable this if you want the user to have full (super admin) privileges right away.

  3. Once you’ve selected the user and (optionally) checked “Make Super Admin,” click Add Administrator.

  4. The new administrator will now appear in the Administrator list with the appropriate status.

Tip: Only users already registered in the system can be added as an Administrator. If the user does not appear, ensure they have a basic account first.

Viewing Administrator Details

  1. Next to each administrator’s name, you may see a Details button.

  2. Clicking Details usually opens a more detailed view or modal:

    1. Option to show the user’s profile information.

    2. Displays any assigned roles or modules they can access.

    3. Allows you to edit specific permissions or settings for that user

Upgrading an Administrator to Super Admin

  1. In the Administrator list, locate the user you want to upgrade.

  2. You may see a button labeled Make Super Admin or a similar Upgrade option.

  3. Upon clicking, a confirmation pop-up appears (e.g., “Upgrade administrator to super administrator?”).

  4. Confirm by clicking Continue (or Yes), and the user’s status will change to Super Admin.

Note: Super Admins typically have the highest level of access. Be cautious when upgrading a user, as they will have permission to modify sensitive settings.

Removing an Administrator

  1. Find the admin you want to remove in the list.

  2. Click on the Remove Admin or Delete button in the Actions column.

  3. A confirmation modal (like “Are you sure you want to delete this administrator?”) will appear.

  4. Click Continue. The user’s admin privileges will be revoked, and they will no longer appear in the Administrator list.

Important: This action is typically irreversible. You’ll have to re-add them as an admin if you remove them by mistake.

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

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