Connection Card Pro Help & Documentation

Adding Administrative Users

Your Administrative Users in Connection Card Pro are those who are on staff, or trusted volunteers, who will need to have access to Connection Card Pro for all administrative needs and accounting/bookkeeping roles. While adding these individuals to give them access to the platform, you will also assign their roles and permissions here, that you can set up first in Account > Administrative User Roles. 

Once you’ve created the necessary roles you need for your organization, you are ready to begin adding your Administrative Users.

User accounts should only be created for trusted individuals, such as leaders, staff, and key volunteers. User accounts are not designed for individuals in your church who should only have access to the personal hub.

Adding Administrative Users

From the menu:
Account > Administrative Users > Add New

• Select an existing contact or create a new one.
• Enter their email address.
• Leave the password field blank in order to allow this user to create their own password.
• Choose the user type.
• An administrative user has access to the administrative areas of Connection Card Pro based on the permissions granted in their role.
• A kiosk-only user only has access to the Kiosk.
• Select the role for this user from the drop down menu of roles.
• If you have not set up your Administrative User Roles yet, go to Account > Administrative User Roles to create those first, by using the preset or creating a new role. See help doc for Administrative User Roles.
• Click SAVE

After creating a new admin user they will automatically receive a link to log in. Once they log in and create their password, they will have access to whatever permissions you have granted them in their role.

Note: They will not receive this link if they have already created a login for the personal Hub previously, as this will be their same login. If they already have this login created, have them use this same log-in to log into Connectioncardpro.com where they will now have the new admin access capabilities they have been granted.