❗ Important Note: On July 18, 2022, we renamed our User Roles for better clarity and to provide more control for those managing Tithely. Below, you’ll find those changes.

Quick Menu:

User Roles and Permissions Overview

How to View and Update User Roles

How to Add and Invite a New User

How to Swap Account Owners


User Roles and Permissions Overview

There are three User Roles in Tithely Giving: Account Owner, Admin, and Limited Access. Below we'll break down the differences between the three types of users.

Type of User

Account Owner

The Account Owner (formerly known as the Primary Admin) is the person who set up the account and can access and manage all areas of the Tithe.ly Dashboard. There is only one Account Owner per account.

The Account Owner can perform the following actions:

  • Access the Tithe.ly Suite including Giving, People, Events, Pay, Insights, Sites, Elvanto, Church App, and Messaging directly through their dashboard.

  • Access the Billing and Subscription Tab to update the credit card details used for subscriptions, and edit their subscription requirements.

  • Access the Users menu item, which is where you can manage the roles that administrators have.

  • Edit account details under Edit Organization, Edit Brand, and Update Legal and Bank Information.

Admin

An Admin (which is a new option under User Roles) has access to view and manage everything the Account Owner has except Billing. You can create as many Admins as needed.

Limited Access

Limited Access (formerly known as Users) can only access areas in the Tithe.ly account that an Admin or Account Owner has granted them permission to. You can create as many Limited Access users as needed.


How to View and Update Users 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.

    Global Settings

  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: Account Owner, Admin, or Limited Access

    • The date the user was added

    • Which products the user has access to

      User Roles

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

  6. From here, you can edit their User Role and Permissions. When editing permissions, simply check/uncheck the Products and Locations they should have access to. If you click on a Product, you can edit sub-permissions as well.

    Permissions

  7. 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.

    Global Settings

  3. Click My Organization.

  4. Click Users

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

    New User

  6. Add the new user's information.

  7. Click Save Changes.


How to Swap Account Owners

Currently, if you would like to swap the Account Owner to another person, you will need to reach out to support@tithe.ly, and our team will be happy to make the swap for you.

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