User Access Management
Adding new users
New users can be added to the TIS system at either District, Circuit or Church level. District users by default have full access to all district, circuit and church trust information within their district. Circuit users by default have access to all circuit and church trust information within their circuit. Church users just have access to their church’s trusts.
To decide which level a user should be added at, it is important to understand how the trust information is stored within the TIS. For example:
All trust information is stored at ‘church’ level. For districts, such as district 11 (in the above example), there is a ‘circuit’ 11/00, which contains various ‘churches’ which hold the district trusts. If the district want to grant access to a particular person with access to just the District Advance Fund, for example, they would add this person as a church user to the ‘church’ 110002. If they wish to grant access to all district trusts, but not to other circuits within the district, they could add a circuit user with access to circuit 1100. Adding a district user to District 11 will, by default, grant access to all circuits and churches within that district.
Similarly within circuits, the Circuit Meeting trusts are held in one or more ‘churches’ within the circuit (e.g. in the example above, ‘church’ 110101 Circuit meeting and ‘church’ 110102 Circuit account). If a user just needs access to the circuit trusts but not to other churches in the circuit, they can be added as a church user for the relevant circuit ‘churches’.
To add a user for a church, first navigate to the church concerned from the home page and click the arrow button next to the church.
Next, click the ‘User Access’ tab on the church page and click the ‘Add User’ button.
Enter the email address for the user who is to be added. If it is the first time they have been added to the system, it will prompt you for their name and details. Otherwise, it will just add them as a user with access to this church’s trust information. Click ‘Save’ on the next screen to confirm.
To add a circuit user, follow the same procedure but instead of selecting the church from the main menu, select the circuit and click the arrow next to the circuit name. Then select the ‘User Access‘ tab on the circuit page and add the user as above. By default, circuit users will have access to all churches within the circuit, plus the circuit trusts. If you require a circuit user to only have access to certain churches, you can un-tick the boxes for the churches which are not required, or alternatively, add them as a church user for the relevant churches or circuit trusts (see above). You must, however, leave the main box for the circuit ticked for circuit-level users. For access to circuit trusts, ensure the boxes for ‘Circuit meeting’ and/or ‘Circuit account’ are ticked.
An example of a circuit user with restricted access.
Circuit users can add other circuit users (for the same circuit), or local church users within their circuit to the system.
District users can be added in the same way, but only by other district users in the same District or by TMCP. Select the District from the home page, then select the User Access tab on the District page and add users as required. By default, they will have access to all circuits in their district and the churches within those circuits. If you wish to restrict access, un-tick the boxes by the circuits which are not required, or alternatively add the user as a circuit or church user for the District trusts (see above). Ensure that you leave the main box for the District ticked, and the boxes for District trusts and accounts as appropriate.
District users can add further users at District, Circuit or Church level within their District.
You can edit the permissions of any user at your own level or below by clicking the ‘edit’ link next to their email address on the User Access tab. To remove permissions altogether, un-tick all boxes on their permissions.