Have a staff member or volunteer who is excited to set up and manage your Mobile App, but you'd rather they not have access to giving information? We've got you covered!
Because MinistryOne is included through your Giving software, log in to Giving. Once logged in, click the Gear ⚙️ Icon at the top right of your screen, then click on the Managers tile.
Click +Add Manager, and complete the General Information section at the top. Next, scroll down to select the appropriate Permissions.
For MinistryOne specifically, you'll need to select Organization and then unselect all boxes except MinistryOne and MinistryOne Info.
Note: Since much of what can appear in MinistryOne are Forms, you may also want to allow access to Forms as well.
If necessary, you can even adjust the permissions within Forms so managers can only create a form but perhaps not view the responses (since Giving form responses include the amount given).
Example: Grant Permissions to all Forms except Giving Forms
A common permission set grants access to all forms except those that display donation history (these appear under View Responses). The screenshot below shows one way to set this up. (*Note that the only categories without permissions are General Donation and Special Donation.)
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