Admin Features

Admin Features Help

This section covers administrative features available to staff and leadership.

Accessing the Admin Dashboard

1. Log in with a staff or admin account
2. Click Admin in the navigation menu
3. Access various management areas from the sidebar

User Management

Manage church members and staff:

• Invite Users: Send invitations to new members
• Manage Roles: Assign roles (admin, staff, member, elder, prayer ministry)
• View Profiles: See member information
• Track Activity: Monitor user engagement

Content Management

Create and manage church content:

• Sermons: Upload and organize sermon recordings
• Events: Create and manage church events
• Announcements: Post church-wide notices
• Ministries: Manage ministry groups and working groups

Communication Tools

Reach your congregation:

• Group Messages: Send targeted communications
• Email Campaigns: Create bulk email campaigns
• Push Notifications: Configure notification settings

Reports and Analytics

View church metrics:

• Event registration statistics
• Message delivery reports
• User engagement data

Custom Fields

Required Role: Admin

Admins can define custom fields to capture additional information on profiles, events, ministries, and households.

Managing Custom Fields:

1. Navigate to Admin > Settings > Custom Fields (at `/admin/settings/custom-fields`)
2. Click Add Custom Field
3. Configure the field:

• Entity Type: Choose where the field appears (profiles, events, ministries, or households)
• Field Type: Select the data type:
• Label: The display name shown to users
• Options: For `select` and `multi_select` types, define the available choices

1. Save the custom field

Custom fields appear automatically on the relevant forms and detail pages.

Working Groups Admin

Required Role: Admin

The Working Groups admin page provides a centralized view of all working groups across ministries.

Accessing Working Groups:

1. Navigate to Admin > Working Groups (at `/admin/working-groups`)
2. View all groups organized by ministry
3. Each group shows its member count

Features:

• Search: Find groups by name
• Filter: Filter groups by ministry
• Member Counts: See how many members are in each group at a glance
• Organized by Ministry: Groups are categorized under their parent ministry for easy browsing
• Click on any group to view its details, members, and attendance

Group Attendance Tracking

Required Role: Staff or Admin

Track attendance for working group sessions with detailed reporting.

Recording Attendance:

1. Navigate to Admin > Working Groups > select a group > Attendance (at `/admin/working-groups/[id]/attendance`)
2. Select the session date
3. Mark members as present, absent, or excused
4. Use bulk actions to quickly mark all members at once
5. Save the attendance record

Viewing Attendance Reports:

• Trends: View attendance trends over time to identify patterns
• Member Breakdown: See individual member attendance history and rates
• Reports help identify members who may need follow-up

Configuration Export (YAML)

Required Role: Admin

Export your church configuration in YAML format for backup or migration purposes.

Exporting Configuration:

1. Navigate to Admin > Settings
2. Click Export Configuration
3. The configuration is downloaded in YAML format

Importing Configuration:

1. Navigate to Admin > Settings
2. Click Import Configuration
3. Upload a configuration file (supported formats: `.yaml`, `.yml`, `.json`)
4. Review the imported settings before applying

This feature is useful for:

• Backing up church settings
• Migrating configuration between environments
• Sharing configuration templates between churches

Settings

Configure system settings:

• Church profile and branding
• Default notification preferences
• Feature toggles

Role Permissions