Summary: Configure targeted access for members by assigning "Limited Access User" permissions. This allows users to interact with specific app functionalities without requiring full admin rights.
Before You Begin
You must have Admin permissions to add and manage users.
Ensure you know which Location and specific Apps the user needs to access.
Important: Limited Access Users require both location and app permissions to function correctly.
Step-by-Step Instructions
Navigate to My Organization > Users.
Click on Add/Update User.
Enter the user's profile information (Name, Email, Phone Number) if they are a new user.
Select Limited Access from the User Role dropdown.
Configure User Permissions:
Select the appropriate Location associated with the App.
Grant access to the necessary Apps.
Note: You must select both the Location and the App for the user to have a seamless experience.
Save the user settings.
Troubleshooting & FAQs
What does a Limited Access User see?
Single App: They are automatically logged into the specific App dashboard.
Multiple Apps: They will see a list of accessible Apps and can select which one to view.
Global Settings: They see only basic permissions. If they have access to multiple apps, they will see them listed at the top of the Global Settings menu.
What if a user sees a "Request Access" modal?
This occurs if the user's Location permission does not match the Location associated with the Church App.
The user can click the Request Access button to notify the Account Owner that they need updated permissions.
Why can't the user access the App despite having App permissions?
Check their Location permissions. If they are assigned to a Location that does not have an associated Church App, or if the Location permission is missing entirely, they will not be able to access the App dashboard.