Text In Church lets your whole team collaborate from one shared account. Every team member gets their own login, and you control exactly what each person can see and do.
There are two permission levels: Admin (full access) and User (limited access you define). This article walks through how to add users, manage their permissions, and remove them when needed.
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Permission Levels in Text In Church
Every Text In Church account has two permission levels.
Admin - Full access to all features and settings in the account: contacts, groups, connect cards, automated workflows, messages, and billing. Admins can view, edit, and delete any part of the account.
User - Limited access. When you add a User, you choose exactly which features they can view, edit, or delete. This lets you give a staff member or volunteer just the access they need, without exposing the whole account.
You manage both roles as an Admin from Settings > Users & Permissions.
How to Add a New Account User in Text In Church
Follow these steps to add a new team member to your account.
Go to Settings (gear icon, bottom-left of the screen).
Click Users & Permissions, then click the Add New button.
Fill in the new user's First Name, Last Name, Email Address, and Phone Number.
Select a Job Title from the dropdown. If none of the options fit, choose Other. Custom job titles are not available at this time.
Optionally, add a Signature the user will sign their messages with.
Click the blue Save button to create the user.
Once saved, the new user automatically receives an invitation email to set up their password and sign into the account. No manual follow-up is needed.
If you need to resend the invitation email, Admins can do this by:
Access the Users tab in your Settings
Click on the three dots beside the User
Choose "Resend Invitation Email."
If that option does not appear, then the system has saved a password for the user, and they must reset it instead.
Admins can send reset password emails to their users following the same steps as above, except there will be a Reset Password option instead of the invitation email.
Reset password emails can also be requested here.
How to Edit User Permissions in Text In Church
After creating a user, set or update their permissions by following these steps.
Go to Settings > Users & Permissions.
Click the three-dot menu next to the user, then click Manage Permissions.
Choose the permission level:
Admin with Full Access - The user can view, edit, and delete everything in the account.
Limited Access User - Check or uncheck each feature area to control exactly what this person can see and do. You can also grant or restrict permission to view giving history.
Check Receive Weekly Group Digest if you want this user to get a weekly email summary of contact additions and removals from groups.
Check Enable In-Browser Incoming SMS Notification if you want the user to see notifications for incoming text messages while they're working in the desktop app.
Click the blue Save button.
Tip: To add a profile picture for a user, go to the People section, find their contact record, click Edit Profile, and upload a photo.
A photo makes the user easier to recognize across the account.
How to Remove a User or Admin from Text In Church
There are two ways to remove a user's access, depending on whether they might need access again in the future.
Option 1 - Disable the user (recommended if they may return)
Disabling a user removes their login access without deleting them from the account. You can re-enable them at any time.
Go to Settings > Users & Permissions.
Click the three-dot menu next to the user.
Click Disable User.
Option 2 - Fully remove the user
To permanently remove a user from the account:
Go to Settings > Users & Permissions.
Click the three-dot menu next to the user.
Click Remove User and confirm.
Note: Removing a user is permanent. If you are unsure, use the Disable option instead.
User Logs:
Within the Users tab, you can review a log of your Users' activity from the User Logs section:
You can use the Users button to filter this log by user.
You can use the Type button to filter this log by the type of action taken:
You can also filter this log for actions taken during a specific period of time with the Date Range button:
By default, it shows the most recent ten actions a user has taken, but this can be adjusted with the Per Page drop-down at the bottom of the table:
Troubleshooting User and Permission Issues
Will a new user receive an invitation email automatically?
Yes. Once you save a new user and set their permissions, they automatically receive an invitation email to create their password and sign in.
If they don't see it, ask them to check their spam or junk folder and look for an email from noreply@textinchurch.com.
Permissions aren't working after I updated them.
Permission changes take effect after the user logs out and logs back in. Ask them to sign out completely and sign back in before testing access again.
"Invalid Username" error when adding a new user.
This error means the email address is already connected to another Text In Church account.
Try using a different email address, or add +1 before the @ symbol (for example, name+1@email.com). If neither option works, contact support@textinchurch.com, and they can remove the email from the other account.
Can multiple users share a phone number or email address?
Only users can share the same phone number on an account or across multiple Text In Church accounts.
Contacts cannot share the same phone number, but users can share the same phone number.
They cannot share the same email address - each user must have a unique email.
Have questions or need help? Send us an email at support@textinchurch.com or chat with us from the Resources tab of your account!
