Users and permissions
Users are the people on your team who can sign in to the dashboard. Each user has their own permissions, so a children’s director can manage check-in without seeing giving.
Open Organization → Settings, then Users. You need the Users & permissions permission.
Add a user
Select Add user
Find the person
Search by name or email. They need a Culminate account (signed up in the app) before they can be added; you’ll see Has account or No account.
Choose their permissions
Pick what they can do (see below), then save.
The users list
Each user shows their Account email, Phone, and Access: Full access, No access, or how many permissions. Users who can only see some events are marked. Users in leadership show In leadership.
Use a user’s More options menu to Edit permissions, View profile, Add to leadership / Change leadership / Remove from leadership, or remove them.
Edit permissions
Permissions are grouped by area. Turn on a whole group with All … permissions, or pick individual ones. Use Find a permission to search. Some permissions turn on others they depend on; they’re marked needed by another permission.
| Group | Permissions |
|---|---|
| Organization | Analytics, See who (people in analytics), Rewards, Leadership, Forms, Create forms, Devices, Files, Manage docs, Facilities, Manage facilities, Audit log & history, Undo changes |
| Workflows | Workflows, Manage workflows |
| Settings | Information & integrations, Users & permissions, Features, Billing, Notification settings, Email templates |
| Website | Website, Landing pages, Blog |
| Announcements & alerts | Announcements, Send push notifications, Send warnings |
| Events | Events, Payments, Tickets, People going, Seating, Event forms, Create event forms |
| Connect | Connects, Members, Attendance, Payments |
| People | People, All people, Members, Families, Add-ons, People groups, Account management |
| Community | Calendar, Gatherings, Prayer requests, Plan a visit, Guest forms, Create guest forms, Guest form locations |
| Podcast | Details, Episodes, Series, Worship, Live stream |
| Videos | Videos, Sermon videos, Event videos, Live stream, Video settings |
| Check-in | Overview, Attendance, Children, Child details, Campaigns, Settings |
| Giving | Giving, Overview, Activity, Donations, Recurring, Businesses, Import checks, Settings |
| Groups | Groups, Overview, Members, Admins, Attendance, Messaging, Join requests, Change requests, Settings |
| Point of Sale | Items, Attributes, Orders, Inventory, Terminals, Stats, Settings |
| Reports | Community reports, Check-in reports, Giving reports, Group reports |
Limit event access
Under Event access, choose All events or Only specific events and pick them. The user then only sees those events across Events, payments, tickets, and forms. With no events picked, they can still see all events.
Select Remove user to take away their dashboard access.
Link a user to leadership
Linking a user to a leader card means their prayer replies and messages show their leader name and photo. Use Add to leadership (create a leadership team first) or Change leadership.