How to Assign Access Rights and Permissions to a Staff Member

To fulfill their responsibilities, staff members need to be able to access the modules they work in. Then, within a module staff members need to be assigned specific permissions to enable them to perform work-related tasks, such as editing or deleting a record or modifying data. This topic shows you how to assign new access rights permissions to a staff member.

To assign access rights and permissions, you must have Organization Admin or Diocesan Admin permissions assigned to your login credentials.

1. In the Organization list, select the organization in which you are assigning the staff member's access rights and permissions.
2. Click to display the Staff List page.
3. In the Staff List, select the link under the desired staff member’s name to open his or her staff record.

The record opens to show the Access Rights tab.

4. Click to put the record in edit mode.
5. In the dropdown list in the upper-right, select the organization and associated position for which you want to assign access rights and permissions, as shown in the following illustration:

6. At the top of the Access Rights tab, select the following checkboxes if applicable:

• Primary Assignment: indicates that in the selected organization, the associated position is the primary one for the staff member.
• Grant Login Privileges: allows the staff member to log in to the desktop application and ParishSOFT Family Suite.
• Show in Kenedy Dir.: adds the staff member to the list of personnel in Catholic Directory Manager reports. Select this checkbox only if the staff member is paid, works full-time (35 - 40 hours), and is considered professional ministry personnel, such as, a priest, deacon, director of Religious Education, youth minister, music minister, and liturgy director. Do not select this checkbox if the staff member holds a support staff position, such as a secretary, administrative assistant, or bookkeeper.
• Edit/View Pastoral Notes: allows the staff member to view and edit information in the Pastoral section (located on the Notes tab in Family Details).

7. Select the ParishSOFT Modules tab. This tab contains permission settings that enable you to give the staff member access to specific ParishSOFT modules (for example, Family Directory) and assign specific permissions (for example, Edit) for those modules.

Do one of the following:

• A staff member with organization administrator rights and permissions has global access and permissions to all functions. To give the staff member global access and permissions:

1. Select the Organization Admin box.
2. Click .

The View checkbox for each module is selected, and all permission settings within each module are enabled.

• To assign access rights to individual modules and specific permissions within those modules, do the following:

1. Select the View checkbox for the specific module. This allows the staff member to view and access the module.  
2. Assign specific permissions within the module by selecting individual checkboxes. For descriptions of the permission settings, go to Types_of_Permissions.
3. In the ParishSOFT group, select the ParishSOFT Access checkbox to give the member access to modules in the ParishSOFT Family Suite.

Important

If you give the staff member View access to any module in the suite, you must also select the ParishSOFT Access checkbox.

4. (optional) In the ParishSOFT group, select the Suspense Reviewer checkbox to give the staff member rights to review new user registration requests and record change requests.

8. Click .

The system updates and applies your changes to the staff member's login credentials.  

Related Topics

About Permissions and Access Rights

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