Users & roles
Who can sign in as staff for the masjid, their role, and for collectors, their areas.
What it does
- Each user has a name, a phone (used to sign in), an email, one role and a password.
- Roles: Masjid admin, Treasurer, Collector, Viewer, Madrasa admin, Madrasa teacher.
- Collectors are given areas and only see families in those areas.
- Deactivate a user to stop them signing in without losing their history.
- Filter by role and status. Each user shows when they were last seen.
- The plan sets how many users you can have.
Add a staff user
- Open Users & roles and tap Add.
- Enter the Name, Phone and Email.
- Choose the Role.
- For a collector, tap the areas they collect from.
- Set a Password of at least 8 characters, tap Save, and share the password with them.
Reset someone’s password
- Tap the pencil on the user.
- Type a New password.
- Tap Save and tell them.
Stop someone from signing in
- Find the user.
- Tap Deactivate.
- To let them back in, filter by Deactivated and tap Activate.
Questions
Can someone have two roles?
No. Each user has one role. Pick the one that covers what they need.
Why can I not add more users?
You have reached the user limit of your plan. The admin can upgrade it from Subscription.