Adding a New User
If you are listed as an “owner” for your organization, you can add new users. If you are not listed as the “owner” of your organization, please share this article with the person on staff who is or contact our support team at (800) 348-2886.
From the Dashboard select “users” to view a list of current users and invite new users.
From this page, you can manage current users’ permissions or you can invite a new user.
When inviting new users include their full name and email.
The Organization Roles section is optional. It allows a user to have multiple roles within the organization. This also alerts our customer service, customer experience, and customer support teams to the different roles this person plays at your Church.
Next, select the different permissions this user has for your organization. This will affect which cards they see on the OSV HUB dashboard when they log in.
There are currently 8 types of permissions available to users in OSV HUB.
Owners have rights to adjust all organization settings and permissions of all users.
Billing Admins have rights to look at all invoices, change billing terms, set up recurring automatic payments, enroll in paperless billing, and make online payments.
Directory Admins have rights to view and edit all aspects of the directory (except private notes unless they also have the Private Notes user permission).
Directory Viewer has rights only to view members in the directory with both family and member information. They can also have Private Notes user permission.
Forms Admins can manage all aspects of forms including creating forms, archiving forms, deleting forms, editing forms, and viewing submissions.
Giving Admins can manage all aspects of Giving including funds, contributions, donors, exports, and merchant settings. They can manage both physical contributions and electronic contributions.
Ordering Admins can manage all aspects of envelope orders.
Private Notes users can create and view notes within the directory that are hidden from users without this permission.
Finish by clicking the “Invite User” button on the bottom of the form for an email to be sent to them so they can set up their own password and get started!
NOTE that ‘owners’ of the organization can manage user permissions, including their own!
The new user can simply click “Get Started” in their inbox!
Adjusting Permissions of Current Users
If a new user has not completed their invite or you have made a mistake typing their email address you can cancel the invitation. Simply click on Users from the Dashboard and open the side menu on their entry line. You can also resend this invitation.
You can also edit the permissions of a current user or remove them from this screen.
Adjust the permissions so they fit the needs of your organization and then click “Save User.” Each time you add a new module to your system, you will need to go in and adjust the permissions settings for all users.
