Admin Console

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, branding, and (on Plus) AI Features
  • Teams — Members (team seats) and Viewers on one page
  • Billing — Subscription and payment information (Owners always; Admins with billing view access only when there is 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. It has two editable cards: Branding and Contact Information. Each has its own Edit button. On Plus, a third card, AI Features, controls AI copy generation and your Church Voice.

Branding Section

Organization Name

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

Church Logo

  • Upload a logo that represents your organization
  • Click Edit in the Branding section
  • Use + Upload to select an image file
  • Supported formats: JPEG/JPG, PNG, GIF
  • Recommended: Square image (1:1 ratio) for best results
  • To remove: Click the × 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
  • Enter a full URL (e.g. https://yourchurch.com); if you omit https://, it is added automatically when you save

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
  • Formats as you type (e.g. (555) 123-4567)

Timezone

  • Your organization's timezone setting
  • Click Edit to change
  • Select from the dropdown (Eastern, Central, Mountain, Pacific, Arizona, Alaska, or Hawaii)
  • Affects how dates and times are displayed throughout the app

Note: Each section saves independently. Click Save in the section you're editing, or Close to discard changes. Leave with unsaved Church Profile edits and you’ll get Stay / Leave.

AI Features (Plus)

The AI Features card turns on AI Copy Generation for your whole church. Its badge reads On, Off, or Review (the AI terms changed and need to be accepted again). The card also reminds you what's sent to our AI providers when someone clicks Generate, with a How AI uses your data link.

  • Turn on — Opens Turn on AI features. Read the summary, tick On behalf of my church, I agree…, and click Turn on AI features. If you don't have a Church Voice yet, Set up Church Voice opens next.
  • Turn off — Disables every Generate button for your church after you confirm. Your Church Voice is kept.
  • Review — Appears when the AI terms change. Accept the updated terms with Accept & continue to un-pause Generate.

Church Voice sits inside the same card once AI is on. It describes how your church sounds so drafts sound like you. Click Create (or Edit) to fill in:

  • Voice & Tone (required, at least 40 characters)
  • Language Guidelines (optional) — Don't say → Use instead pairs
  • Writing Examples (optional) — up to 5 samples of your writing

Generate stays locked until Church Voice is saved. Full walkthrough: AI Copy Generation.

4. Teams Tab

The Teams tab lets you manage people, invite members or viewers, and adjust roles. For a full guide to roles, campus access, and category limits, see User Permissions and Roles.

Members and Viewers share one page in two columns.

Seat counts

  • Members — {used} of {limit} seats (Essentials 1, Plus 5). Roles here: Owner, Admin, Manager, Editor.
  • Viewers — {used} of unlimited on every plan.

Inviting people

Invite a team member (Admin, Manager, or Editor):

  1. Members column → Invite (opens Invite member; on Essentials at the seat limit the button may read Upgrade)
  2. Enter email, first name, last name
  3. Select Role (Admin, Manager, or Editor—Viewer is not in this picker)
  4. If multi-campus is on and the role is Manager or Editor, set Access (organization-wide vs specific campuses). See User Permissions and Roles.
  5. Optionally assign Categories (leave empty for full access). Owners and Admins are never category-restricted.
  6. Click Invite member

Invite a Viewer:

  1. Viewers column → Invite (opens Invite viewer; role is locked to Viewer)
  2. Enter email, first name, last name, access, and optional categories
  3. Click Invite viewer

The person receives an email invitation to set their password and join. They appear with a Pending invite badge until they accept.

Multi-campus off: Invites still use the same roles, but you assign campuses without a separate organization-wide access choice; see Multi-campus (Plus) for how access scope behaves when multi-campus is enabled.

Viewing people

Members and Viewers are separate columns. Inside each column, people are grouped by role. Click the info icon next to a role section header to open that role’s definition, or read User Permissions and Roles.

The table shows:

  • Profile photo (or initials) and name
  • Email address
  • Role (as a badge)
  • Campuses (when multi-campus is on) — Global or specific campus chips
  • Categories — All categories, or the assigned category chips
  • Actions (⋮ menu) when you can edit or remove that person

Pending invites show an italic name and a Pending invite badge until they accept.

Changing Roles and Access

You can edit Managers, Editors, and Viewers (not Owners, and not from their own row). Editing opens a modal where you can also promote someone to Admin.

  1. Open the ⋮ menu on the team member’s row
  2. Click Edit (opens Edit team member)
  3. Change Role (Admin, Manager, Editor, or Viewer)
  4. When multi-campus is on, set Global access and/or Campuses; optionally set Categories. Details: User Permissions and Roles.
  5. Click Save

Role restrictions:

  • You cannot change your own role
  • You cannot change Owner roles
  • Edit is available for Managers, Editors, and Viewers only (Admins can be removed, but their row has no Edit action)
  • You can only assign roles and access you have permission to manage

Who can edit membership scope: Only an Owner, or an Admin who already has global (organization-wide) access, can change another member’s access scope.

Understanding roles:

  • Click the info icon next to a role section header (or next to Role in the edit / invite modals) to open Role definitions, or read User Permissions and Roles

Removing Team Members

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

  1. Open the ⋮ menu on the team member’s row
  2. Click Remove
  3. A modal opens asking how to handle their assignments (if any)

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
  1. Click Remove to continue
  2. If removing an active user (not a pending invite), type DELETE to confirm
  3. The team member is removed from your organization

Note: Removing a team member revokes their access immediately. Pending invites are cancelled without the DELETE confirmation step. 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 billing view access and 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

If you’re on Essentials, you may also see an Upgrade to Plus callout with a shortcut into the Stripe portal.

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
  • View All — Opens the Stripe portal for the full invoice history

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
  • On Plus, set up your Church Voice right after turning on AI Features so your team can use Generate

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 Members seat limit (Viewers are unlimited)
  • Upgrade your plan if you need more team members
  • Confirm you’re signed in as an Owner or Admin with invite permission
  • Invite Viewers from the Viewers column, not the member invite

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

  • You cannot change Owner roles
  • You cannot change your own role
  • Edit only appears for Managers, Editors, and Viewers
  • Confirm you’re an Owner, or a global Admin who can manage membership

I can't see the Billing tab:

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

I don't see the AI Features card:

  • AI Features is a Plus feature
  • Only Owners and Admins can open Admin Console

My team's Generate buttons are greyed out:

  • Check that the AI Features badge reads On (not Off or Review)
  • Check that Church Voice is set up
  • See the troubleshooting table in AI Copy Generation

The Stripe portal won't open:

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

Additional resources

Last updated: 2026-09-30