Team & roles
How do I get my staff in here safely?
- Admin
- Manages the Planning Center connection, fiscal year, invitations and roles.
- Analyst
- Sees every analysis and can run a manual sync, but cannot change the connection or the team.
- Viewer
- Read-only access to the dashboards.
- 1Open Settings → Team and send an invitation by email with the role you want.
- 2The invitee creates an account from the invitation link and joins your organization automatically.
- 3Revoke a pending invitation or change a role at any time from the same panel.
Where to click: Settings → Team