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Staff, admins and disabled accounts

Make someone staff or an admin, disable an account, or turn it back on.

Admins For admins.

Everyone with an account can see the calendar, answer requests and keep their own profile. Staff run the schedule. Admins run the church's account. Admins change these with three switches under Permissions, in a person's Edit profile window.

Who can do what

WhoWhat they can do
Everyone with an accountCalendar, Groups, the Library (when your church has recordings), Services (once your admins set it up) and their own profile: answer requests, add blockouts, edit their details.
StaffAlso the Members, Templates, Alerts and Files pages: create and edit events, send alerts, see everyone's contact info, manage anyone's blockouts, edit anyone's profile.
AdminsEverything staff can do, plus the Dashboard, Permissions, disabling accounts, and everyone's Upcoming, Pending and History tabs.

More about each: Volunteers, staff and admins.

Make someone staffAdmins

  1. Open their profile (from the Members page, see About Members: select their name, then Open profile) and select Edit profile. Or select the pencil next to their name on the Members page.
  2. Permissions has three switches: Disabled (marker 1 on the screenshot), Staff (marker 2 on the screenshot) and Admin (marker 3 on the screenshot). Turn on Staff.
  3. Select Update member.
Permissions: Disabled, Staff and Admin. This person has both Staff and Admin on; Staff alone is enough for the staff pages.

After you save, their profile shows a staff badge:

The Staff badge.

The Staff badge (marker 1 on the screenshot) shows under their name.

The next time they open Scheduly, their menu has the staff pages:

A staff member's menu: Members, Templates, Alerts and Files are new.

New in their menu: Members (marker 1 on the screenshot), Templates (marker 2 on the screenshot), Alerts (marker 3 on the screenshot) and Files (marker 4 on the screenshot).

Make someone an adminAdmins

Same steps: under Permissions, turn on Admin and select Update member. Admins can do everything, so keep the list short: your pastor and the people who manage Scheduly.

Disable an accountAdmins

When someone leaves the church, disable their account. Profiles can't be deleted: a disabled account keeps their past events, groups and sermons intact, and you can turn it back on later.

  1. Open their profile and select Edit profile.
  2. Select Disable account (marker 1 on the screenshot), at the bottom of the window.
Disable account.

The window asks you to confirm and says what happens.

The confirmation.

Select Yes, disable (marker 1 on the screenshot).

Once disabled, the person:

  • Can't use their account. Signed in, every page that needs an account shows Account Pending.
  • Gets no texts or emails.
  • Shows as Disabled Account on events, groups, the Library and in history, for everyone but admins.
  • Is left out of pickers and searches, and rotations skip them like someone who declined.
  • Stays on the events they were on. Nothing is deleted.
What a disabled person sees after signing in.

You can't disable your own account.

Turn an account back onAdmins

On the Members page, select Disabled (marker 1 on the screenshot) to list disabled accounts (only admins see them), and select the person (marker 2 on the screenshot).

Disabled accounts on the Members page.

Then open their profile and edit it. The window looks like this:

A disabled account in Edit profile.
  1. Open their profile and select Edit profile. It says This account is disabled (marker 1 on the screenshot).
  2. Turn Disabled (marker 2 on the screenshot) off and select Update member.

They can use Scheduly again the next time they open it, and show by name everywhere again.

What each change does

ChangeSign-in, menu and texts
Staff onSame sign-in. Members, Templates, Alerts and Files show in their menu. No text or email about it, and they get the same texts as before.
Admin onSame sign-in. Also the Dashboard, and Permissions in Edit profile. No text or email about it.
Disabled onSigning in shows Account Pending. No texts or emails. Shown as Disabled Account.
Disabled offEverything comes back as it was. No email is sent.

Don't see Permissions?

  • Only admins see Permissions and Disable account. Staff can edit a profile but not these.
  • They show when you edit an existing profile, not when you add a new member. Add the person first, then edit them.
  • Only admins can open or edit a disabled account.

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