How to Manage Access Levels in SteepleMate
In this guide, we’ll walk you through how to access, modify, and audit user access levels within your SteepleMate system.
Step 1: Access the Access Levels Page
- From the left navigation menu, go to Manage > Access Levels.
- You’ll be taken to a screen displaying all users who have attempted to access your organization through SteepleMate.
Step 2: Understanding the Access Levels Grid
- Modify Column: Click Edit to update a user’s access level or Delete to remove their access.
- Validated Column:
- A ✔️ checkmark means the user has verified their account via email or text.
- A ❌ X means the user attempted to sign up but did not complete the verification process. This can happen if their email or phone number is incorrect, or they didn’t enter the verification code.
- Last Activity Date: See when each user last accessed your SteepleMate system.
Step 3: Change User Access Level
- Click Edit in the Modify column.
- Choose the desired Access Level from the dropdown (e.g., SuperUser, KioskUser).
Step 4: Auditing Access – “View As Different Role”
To preview how the system appears to someone with a different role:
- Click the View As Different Role button.
- This allows you to temporarily impersonate another role (e.g., KioskUser, GroupLeader).
- ⚠️ Important: Your permissions will remain changed until you log out and back in.
- And Please Note: If you’re part of groups with additional rights (e.g., Finance), those menus will still be visible even while impersonating a lower role.
Related Articles
SteepleMate Access Levels
Understanding the different access levels within SteepleMate helps ensure that everyone has the right tools and permissions to perform their role effectively. This guide outlines the capabilities tied to each access level, from the most basic user ...How to Access and Manage People Passwords in SteepleMate
Users in SteepleMate can change their passwords in two ways: through the person management screen or by using the "Forgot Password" feature on the sign-in screen. This guide explains both methods to help users update their passwords securely and ...How to Access and Manage Tuition Accounts in SteepleMate
In SteepleMate, you can easily view and manage tuition payments made through various platforms, including text-based giving, the mobile app, and the web app. This guide will walk you through how to access, manage, and create tuition accounts, ...Information Entry and Group Access Settings in SteepleMate
SteepleMate's Information Entry and Visibility Defaults section gives you complete control over who can view and manage your church's directory, set default information, and customize group leader access. You can also adjust the look and feel of the ...How to Manually Grant System Access
In SteepleMate, you can manually grant system access to individuals, allowing them to log in and interact with the platform. This guide will show you how to create a login for users and provide them with the appropriate access. Step 1: Access People ...
Recent Articles
How to Manage Access Levels in SteepleMate
In this guide, we’ll walk you through how to access, modify, and audit user access levels within your SteepleMate system. Step 1: Access the Access Levels Page From the left navigation menu, go to Manage > Access Levels. You’ll be taken to a screen ...Why Aren’t My New Guests Getting Added to the CareTrack Automation?
If you’re noticing that newly submitted guest forms are not triggering the New Guest CareTrack, the most common reason is that the guest hasn’t been marked as “present” for a service. Quick Explanation SteepleMate’s CareTrack automations rely on at ...How to View and Export Custom Form Submissions in SteepleMate
This guide walks you through how to access, view, and export submissions from any custom form or survey created in SteepleMate. Whether you’ve built a form for Vacation Bible School, a church conference, or any other event, you can easily pull ...Add a Live Stream Link to Your Church Website
Make it easy for visitors to watch your church services live or on-demand by adding a streaming site URL to your SteepleMate church website. This guide walks you through how to display a “Watch Now” button that links directly to your YouTube, ...How to Update Your Profile in SteepleMate
Keeping your profile up to date helps church leaders and other members stay connected with you. Here’s how you can update your personal and contact information in the SteepleMate System. How to Access Your Profile Click the person icon at the top ...