Understand roles and access levels
Read this before you create a role or give a person a role. A role decides what a person can see and change in Project Go Hub.
Who can do this: anyone can read this page. To see your church’s roles, you need View or Edit access to Role Management.
- Each person has one role.
- Two roles are built in: Admins and Members. In User Roles, they show as Admin and Member. You cannot change or delete them.
- You can create more roles. See Create a role.
- When you change a role, the change applies to all people who have that role.
Access levels
Section titled “Access levels”A role has one access level for each screen.
| Level | What it means |
|---|---|
| View | The person can open the screen and read it. The person cannot make changes. |
| Edit | The person can open the screen and make changes. |
| No Access | The screen does not show in the person’s menu. |
Some screens do not offer all three levels. The role form shows only the levels that a screen allows.
If a feature is turned off for your church, its screen stays hidden for all roles.
What each screen controls
Section titled “What each screen controls”The Screen column is the name in the role form. The menu path is for a computer. On a phone, tap More to open the same menu.
| Screen | Levels you can choose | Menu item it controls |
|---|---|---|
| Member Directory | View, Edit, No Access | Church Membership, then Member Directory. On a phone, also the Directory tab. |
| Member Groups | View, Edit, No Access | Church Membership, then Member Groups |
| Account Approvals | Edit, No Access | Church Membership, then Account Approvals |
| User Roles | Edit, No Access | Church Membership, then User Roles. Edit also lets the person create, change and delete roles in Role Management. |
| Role Management | View, Edit, No Access | Church Membership, then Role Management |
| Message Manager | View, Edit, No Access | Message Center, then Message Manager |
| Inbox | Edit, No Access | Message Center, then Inbox. On a phone, also the Inbox tab. |
| Mailing Lists | View, Edit, No Access | Message Center, then Mailing Lists |
| Attendance Tracker | View, Edit, No Access | Attendance Tracker. The menu item shows only with Edit. |
| Calendar | View, Edit, No Access | Calendar |
| Duty Manager | Edit, No Access | Duties, then Duty Manager |
| Member Permissions | Edit, No Access | Duties, then Member Permissions |
| Duty Assignments | Edit, No Access | Duties, then Worship Assignments |
| My Duties | Edit, No Access | My Duties. On a phone, also the My Duties tab. |
| My Account | Edit, No Access | My Account, at the bottom of the menu |
| Customization | View, Edit, No Access | Settings, then Customization |
| Automated Messages | View, Edit, No Access | Settings, then Automated Messages |
| Files | View, Edit, No Access | Files. All people see Files in the menu. Edit lets the person add and manage files. |
| Website Manager | View, No Access | Website Manager, below the line in the menu |
| Push Notifications | View, Edit, No Access | No menu item. With Edit, the person sees the push notification choices in My Account. With No Access, the person gets no push notifications. |
| Prayer Wall | View, Edit, No Access | Prayer Wall |
Good to know
Section titled “Good to know”- Role Management shows the roles. To create, change or delete a role, you also need Edit access to User Roles.
- The Attendance Tracker menu item never shows for the built-in Members role.
- Visitors, Song Tracker and Donations Manager are not in the role form. A role that you create cannot open them.
- A person can also see Message Manager if a member group lets them send messages.
Related tasks
Section titled “Related tasks”Still stuck?
Section titled “Still stuck?”Email info@project-go.com. Tell us your church name and what you tried.
Was this page helpful?
We record searches and page feedback, with no names, emails or IP addresses, to improve these articles.