Manage People
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 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 ...
How to Change Your Primary Email Address for Your SteepleMate Login
If you need to update the primary email address associated with your SteepleMate login, please follow these steps carefully. Note: For security reasons, this change must be completed by the account holder themselves. Log in to your SteepleMate ...
How to Expunge a Person’s Data in SteepleMate
SteepleMate provides an option to permanently delete a person's data from the system. This action is designed to help comply with privacy laws such as the California Consumer Privacy Act (CCPA/CPRA) and the EU General Data Protection Regulation ...
Managing Member Visibility in the Church Directory
SteepleMate allows members to opt out of appearing in the Church Directory. This article explains how to manage individual visibility. Steps to Manage Visibility: Navigate to the profile of the person whose visibility you want to change. In the ...
How to Access and Use the Church Directory
Once the Church Directory is enabled, you can view it in either Family View or Individual View. This article explains how to access and use the Church Directory in SteepleMate. Need help enabling on the Church Directory? How to Enable the Church ...
How to Designate a Person as a Member in SteepleMate
This guide will walk you through the process of marking someone as a member of your church in SteepleMate. While a person may already be categorized as “Church Family,” you can further specify their membership status and track the date they became a ...
People Categories and Searching for People in SteepleMate
SteepleMate provides a robust system for categorizing individuals and organizations, enabling churches to streamline communication, create directories, and generate reports tailored to specific groups. This guide explains how to use the system to ...
How to Merge Duplicate Profiles in SteepleMate
Duplicate profiles can occur when an individual’s information is entered multiple times into the system. This can happen for several reasons, including donations made without signing in, multiple guest connect card submissions, or manual additions by ...
How to Create Custom Forms in SteepleMate
Creating custom forms in SteepleMate allows you to gather important information from church members, guests, or volunteers. Whether you need forms for event registrations, feedback, or volunteer sign-ups, this guide will walk you through the process ...
How to Create Custom Fields
SteepleMate allows you to personalize your data management by adding custom fields across various areas of the platform. Whether it’s for the Person Manager Screen, Event Registration Pages, Custom Forms, or Surveys, custom fields offer greater ...
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 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 ...
How to Track External Communications
SteepleMate makes it easy to log and manage external communications such as phone calls, emails, or in-person meetings with group members, volunteers, and staff. Keeping a detailed record of these interactions helps you stay organized and ensures ...
How to Add a New Relationship
SteepleMate makes it simple to manage and track relationships within your church community. Whether you're adding family members, friends, or other connections, follow these steps to add a new relationship in SteepleMate’s person management section. ...
How to View or Edit Your Church Directory in Grid Mode
The View/Edit in Grid feature in SteepleMate is a powerful tool designed to help church administrators efficiently manage and organize member data. With this feature, admins can easily customize which member details are visible in the directory, such ...
How to Add a Person and their Family in SteepleMate
Let's start building your church's community by adding family units. This helps organize personal and group communications effectively. Add the Head of Household Step 1: From the left navigation menu, select 'Manage', then select 'People'. Step 2: ...
Move a Person to a New or Existing Family
Sometimes, family members may be incorrectly listed in SteepleMate. Whether it’s a spouse added separately or a child listed apart from their parents, this guide will show you how to move a person to either a new family or an existing family, ...
Adding People & Families
1. Click Manage on the main menu. 2. Click People in the drop-down menu. 3. Click Create A New Person As Head of New Family. 4. Select gender and then enter other identification details. 5. Click Save to add new person to your member database. Once ...
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 ...