By default, access to Offering is denied to all users. To access the application, permission must be individually granted to staff by a user with Diocesan Admin access rights.
This topic describes the steps required to give a staff user access to Offering. Follow the steps in the order given, skipping those that do not apply to a given user. For example, if you are giving Offering access to an existing staff member, he or she already has user account and an active assignment to your organization. Therefore, you would begin at Step 2.
Each staff user must have a user account and be provided with the necessary login credentials, which consist of a username and password. Login credentials authenticate the user when he or she logs in to ParishSOFT Family Suite.
If you need instructions for creating a user account for staff, see this topic in the Help documentation in the Administration Module: "How to Set Up a New User Account for a Staff Member."
To access the features and functions of Offering, the staff user must have an active assignment to the diocese.
If you need instructions for giving a staff user an active assignment, see this topic in the Help documentation in the Administration module: "How to Give a Staff Member an Active Assignment to the Diocese."
Access rights to Offering are assigned within a staff member's record on the ParishSOFT Modules tab. The staff record is accessed from the Staff List page in the Administration module.
If you need instructions for granting access to a module, refer to the Help documentation in the Administration module.
Using Offering for the First Time
© Offering Help v5.0.15 November 8, 2023 ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.