Admin Console

Manage your organization's settings, team, and billing

The Admin Console centralizes organization management: profile details, team members, roles, and billing. Access it from your profile menu in the top navigation.

Who can access Admin Console:
Only Owners and Admins can access the Admin Console. Editors and Viewers do not see this option in their profile menu.

1. Accessing Admin Console

Open Admin Console from anywhere in the app:

1. Click your profile icon (avatar or initials) in the top-right corner
2. Select "Admin Console" from the dropdown menu
3. The Admin Console page opens with tabs at the top

Note: If you don't see "Admin Console" in your profile menu, you don't have the necessary permissions. Contact an Owner or Admin if you need access.

2. Understanding the Tabs

The Admin Console has three tabs:

• Church Profile — Organization information and branding
• Team — Manage team members, roles, and invitations
• Billing — Subscription and payment information (Owners only, or Admins with an active subscription)

Which tabs you see depends on your role and permissions. Owners see all tabs; Admins may see fewer depending on their permissions.

3. Church Profile Tab

The Church Profile tab lets you manage your organization's information and branding.

Branding Section

Organization Name

• Your organization's name as it appears throughout the app
• Click "Edit" to change it
• Enter the new name and click "Save Changes"

Church Logo

• Upload a logo that represents your organization
• Click "Edit" in the Branding section
• Click the upload area to select an image file
• Supported formats: JPG, PNG, GIF, WEBP
• Recommended: Square image (1:1 ratio) for best results
• To remove: Click the X button on the logo preview

Vision Statement

• A short statement or tagline about your organization
• Click "Edit" to add or update it

Contact Information Section

Website URL

• Your organization's website address
• Click "Edit" to add or update
• Include the full URL (e.g., https://yourchurch.com)

Contact Email

• Primary contact email for your organization
• Click "Edit" to add or update
• Used for organization-related communications

Phone Number

• Your organization's phone number
• Click "Edit" to add or update
• Format as you prefer (e.g., (555) 123-4567)

Timezone

• Your organization's timezone setting
• Click "Edit" to change
• Select from the dropdown (e.g., Eastern Time, Central Time, Pacific Time)
• Affects how dates and times are displayed throughout the app

Note: Each section saves independently. Click "Save Changes" in the section you're editing, or "Cancel" to discard changes.

4. Team Tab

The Team tab lets you manage team members, invite new users, and adjust roles.

Team Member Limits

At the top of the Team section, you'll see:

• Team — Current team members / limit (e.g., "3 / 5")
• Viewers — Current viewers / limit (e.g., "2 / 20")

These show your current usage and plan limits. Limits vary by subscription tier.

Inviting New Users

To invite a new team member:

1. Click "Invite User" at the top of the Team section
2. Enter the user's email address
3. Enter their first and last name
4. Select their role (Admin, Editor, or Viewer)
5. Click "Send Invitation"

The user receives an email invitation to set their password and join your organization. They appear in the team list as "Pending invite" until they accept.

Note: If you've reached your team or viewer limit, the invite button will prompt you to upgrade. You must upgrade your plan to invite more users.

Viewing Team Members

Team members are organized by role:

• Owners — Full access account holders
• Admins — Day-to-day power users
• Editors — Content creators
• Viewers — Read-only observers

Each section shows:

• Profile photo (or initials)
• Name
• Email address
• Role
• Actions (if applicable)

Pending invites appear in italics with a "Pending invite" label until they accept.

Changing Roles

You can change team member roles (except Owners):

1. Find the team member in the appropriate role section
2. Click the role dropdown next to their name
3. Select the new role (Admin, Editor, or Viewer)
4. The change saves automatically

Role restrictions:

• You cannot change your own role
• You cannot change Owner roles
• You can only assign roles you have permission to manage

Understanding roles:

• Click the info icon (ℹ️) next to any role heading to see what that role can do
• A modal explains the role's capabilities and limitations

Removing Team Members

You can remove team members (except Owners and yourself):

1. Find the team member in the team list
2. Click "Remove" in the Actions column
3. A modal opens asking how to handle their assignments

Handling assignments: If the team member has assignments, choose:

• Unassign from everything — All their assignments become unassigned (you can reassign later)
• Reassign to a teammate — Transfer all assignments to another team member immediately

4. Click "Remove" to confirm
5. If removing an active user (not pending), type "DELETE" to confirm
6. The team member is removed from your organization

Note: Removing a team member revokes their access immediately. If they have assignments, make sure to handle them appropriately before removing them.

5. Billing Tab

The Billing tab shows your subscription details and payment information. Only Owners can always see this tab; Admins see it only if they have an active subscription.

Subscription Information

The subscription widget shows:

• Plan name — Your current subscription plan (e.g., "Essentials" or "Plus")
• Status — Your subscription status (e.g., "Active", "Past Due")
• Manage subscription — Link to the Stripe billing portal

Managing your subscription:

• Click "Open Stripe Portal" to access your billing portal
• In the portal you can:
  • Update your payment method
  • View invoices
  • Change your plan
  • Update billing information

Note: The billing portal is managed by Stripe, a secure third-party payment processor. You'll be redirected to Stripe's website to manage billing details.

Payment Method

This section shows:

• Card on File — The payment method used for renewals
• Card brand and last 4 digits
• Expiration date
• Update button — Opens the Stripe portal to change your payment method

If no payment method is on file, you'll see a message prompting you to add one.

Invoice History

This section shows recent invoices from Stripe:

• Invoice number
• Date and amount
• Download link — Opens the invoice PDF

If no invoices are available yet, you'll see a message that invoices will appear here once Stripe posts them.

Note: Invoice history is managed by Stripe. Older invoices may not appear here but are available in the Stripe portal.

6. Best Practices

Follow these tips for managing your Admin Console:

Organization profile:

• Keep your organization name up to date
• Upload a clear logo that represents your church
• Keep contact information current
• Set your timezone correctly for accurate date displays

Team management:

• Invite team members with appropriate roles
• Review team member roles periodically
• Remove team members who no longer need access
• Handle assignments when removing active team members
• Use role info modals to understand what each role can do

Billing:

• Keep your payment method up to date
• Review invoices regularly
• Use the Stripe portal for plan changes or billing questions
• Contact support if you have billing issues

Note: Changes in Admin Console affect your entire organization. Be careful when changing organization settings, removing team members, or modifying billing. Some changes cannot be undone.

7. Troubleshooting

I don't see the Admin Console option:

• Only Owners and Admins can access Admin Console
• If you should have access, contact your team administrator
• Refresh the page and check again

I can't invite new users:

• Check if you've reached your team or viewer limit
• Upgrade your plan if you need more team members
• Make sure you have the "user.invite" permission

I can't change a team member's role:

• You cannot change Owner roles
• You cannot change your own role
• Make sure you have the "user.manage" permission

I can't see the Billing tab:

• Only Owners always see the Billing tab
• Admins only see it if there's an active subscription
• Contact an Owner if you need billing access

The Stripe portal won't open:

• Check your internet connection
• Try refreshing the page
• Contact support if the issue persists

Additional Resources

• User Settings Documentation
• Documentation Home
• For questions or support, contact us at [email protected]

Last updated: 2025-11-15