Products

How to Navigate the Products Page of the ‘Roles and Permissions’ 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.

   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 Permission 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).

7. Select the Products tab to access the product list. You should now see a page displaying all available products, their current administrators, and the last modified date.

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Understanding the Product List

In the Product tab, each row typically displays:

1. Product Name: The name of the product or module (e.g., Billing, Accounting).

2. Administrator(s): Profile images or initials of the users who have administrative access to that product.

3. Last Seen / Last Modified: The most recent date a change was made or the last time an administrator accessed the product.

4. Actions: A button labeled Details (or similar) that lets you view and edit user permissions for that product.

Tip: If you have many products, use the search bar (usually at the top) to find a specific product by name quickly.

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Viewing and Editing Product Details

1. In the product list, find the product you want to manage (e.g., Billing).

2. Click the Details button in the Actions column.

3. This opens the Product Details page, where you can view or modify user permissions for that specific product.

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Managing User Permissions

On the Product Details page, you will see a table listing all users who have any level of access to this product. Common columns include:

1. User: The user’s name and/or email address.

2. Permission Checkboxes (e.g., Full, Add, View): Toggling these checkboxes grants or revokes specific permissions for the user.

   1. Full: Gives the user full administrative access (can manage all aspects of the product).

   2. Add: Allows the user to add or create items within the product.

   3. View: Grants the user read-only access.

3. Actions: May include buttons like Save, Edit, or Remove to confirm changes or remove the user’s access.

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Updating Permissions for an Existing User

1. Click Edit in the Actions Column to activate edit mode

2. Check or uncheck the relevant permission boxes (e.g., Full, Add, View).

3. Click Save in the Actions column to apply changes.

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Adding a New User

1. On the Product Details page, locate and click the Add User button (usually top-right or near the user list).

2. A pop-up or modal labeled Add User will appear.

3. In the Search User field, type the user’s name or email address.

4. Select the correct user from the search results.

5. Once selected, you can assign the appropriate permissions (e.g., Full, Add, View).

6. Click Add User to finalize.

Note: If the user does not appear in the search results, they may not be registered in the system. Ensure they are added to your organization’s directory or user list before assigning product-level permissions.

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