Managing Administration has been completely revamped with new User Roles, providing increased permission settings. User Roles is also designed to import existing Administration settings from the Legacy space (1.0), so current Administrators will show up already having the proper permissions! Below we'll guide you through how to view and update existing users, and add new users.


How to View and Update Users and User Roles

  1. Login to your Tithe.ly Admin account.

  2. Click the Global Settings button in the bottom-left corner of the screen. You can access the Global Settings from anywhere in the Tithe.ly dashboard.

  3. Click My Organization.

  4. Click Users

    Here, you'll see a full list of users along with the following details:

    • An image, if one has been added

    • The user's first and last name

    • What type of user the individual is, a User or Primary Admin

    • The date the user was added

    • Which products the user has access to

  5. Click on the user you'd like to edit.

  6. To edit their permissions, check/uncheck the Products the user should have access to. If you click on a Product, you can edit sub-permissions as well.

  7. Click Locations, and check/uncheck the locations the user should have access to.

  8. Click Save Changes.


How to Add and Invite a New User

  1. Login to your Tithe.ly Admin account.

  2. Click the Global Settings button in the bottom-left corner of the screen. You can access the Global Settings from anywhere in the Tithe.ly dashboard.

  3. Click My Organization.

  4. Click Users

  5. Click the New User button in the upper right-hand corner of the page.

  6. Add in the new users information.

  7. Click Save Changes.

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