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 platform by customizing the grid themes.
Go to the Administration Menu
From the SteepleMate dashboard, navigate to "Organization Settings".
Open the Information Entry and Visibility Defaults Section
Click on the "Information Entry And Visibility Defaults" section to adjust access and visibility settings.
Within this section, you can update the default information for key organizational elements:
To simplify managing groups, you can enable the Group Selector option for new person entries. This setting allows you to assign individuals to attendance groups right when they are added to your church's database.
Control who can access the church directory and the type of information available to them, such as:
To set access levels:
You can customize how often group members receive notifications regarding updates or changes within their group. Options include:
Select the notification frequency that best suits your group’s needs.
SteepleMate allows you to personalize the visual theme of your grids and components to suit your aesthetic preferences. Available grid styles include:
To apply a theme, simply select your preferred style from the list provided.
As an administrator, you can define what your group leaders are allowed to do in terms of managing their group members. Here’s a breakdown of the permissions available for group leaders:
View and Edit Member Information:
This option allows group leaders to view and modify member details (with certain restrictions).
View and Edit Member Communications:
This setting gives leaders the ability to access and manage communications for their group members.
View and Send Messages to Group Members:
With this enabled, group leaders can send messages via:
By customizing these permissions, you can ensure that group leaders have the right level of access to efficiently manage their groups without compromising privacy or security.
After making adjustments to your Information Entry, Visibility Settings, and Group Access Permissions, remember to: