How to Manage User Access Levels in SteepleMate

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

  1. From the left navigation menu, go to Manage > Access Levels.

  2. 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

  1. Modify Column: Click Edit to update a user’s access level or Delete to remove their access.
  2. Validated Column:
    1. A ✔️ checkmark means the user has verified their account via email or text.
    2. 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.
  3. Last Activity Date: See when each user last accessed your SteepleMate system.

Step 3: Change User Access Level

  1. Click Edit in the Modify column.
  2. 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:
  1. Click the View As Different Role button.
  2. This allows you to temporarily impersonate another role (e.g., KioskUser, GroupLeader).
  3. ⚠️ Important: Your permissions will remain changed until you log out and back in.
  4. 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 ...

      • 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 ...

      • Checklist for Getting Started with SteepleMate Free

        Welcome to SteepleMate! We're so glad you made it to SteepleMate! As you explore the system, you'll find many opportunities to fine-tune and configure settings to meet your needs. Getting Started Once you've created a SteepleMate account, we ...

      • Setup Your Church Calendar in SteepleMate

        Whether you're planning a Sunday Service, a Youth Group Meeting, or any church-related event, SteepleMate's calendar feature is your go-to tool for keeping everyone informed and engaged. SteepleMate not only simplifies church event management but ...

      • 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 ...

      • Recent Articles

      • How to Use the Family Communications Report in SteepleMate

        The Family Communications report helps your church review communication activity for specific groups in the system. This is useful when you want to see communication history for ministries or group-based follow-up, such as children’s ministry, Bible ...

      • How to Use the Communicator Report in SteepleMate

        The Communicator Report in SteepleMate helps your church review communication activity over a selected period of time. This report shows recorded communication touchpoints and helps you understand how your team has been connecting with people through ...

      • How to Track Communications in SteepleMate

        SteepleMate allows your church to record communication activity on a person’s profile so your team can keep track of follow-up and care efforts. This is useful for documenting guest outreach, member care, meetings, phone calls, texts, emails, and ...

      • How to Manage Tasks in SteepleMate

        Tasks in SteepleMate help your team keep up with follow-up, office responsibilities, and ministry workflows. You can create tasks for yourself or assign them to other people in the system, set due dates, track progress, and review assigned work from ...

      • How to Add and Use Tags in SteepleMate

        Tags in SteepleMate help you organize records, quickly find the right people or families, and create reports based on shared labels. You can apply tags to an individual person or to an entire family, then use Tag Search to locate and export those ...