How to Add an Admin (Users) and Edit Permissions in Tithely

Understanding user roles and permissions is critical for managing your Tithely account. Tithely's platform offers three main user roles—Account Owner, Admin, and Limited Access—each designed to provide appropriate access levels for different team members. If you would like help with administrator access, this guide will explain how to manage user roles and permissions on Tithely for streamlined team access.

Tithely Tip

Looking to remove an admin? Check out this article: How to Remove an Admin.

User Roles and Permissions Overview

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

The Account Owner can perform the following actions:

  • Access the Tithely 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.

How to Change Account Owners

For information on changing the Account owner of the Tithely account, see Changing the Account Owner.

Admin

An Admin has access to view and manage everything the Account Owner has. You can create as many Admins as needed.

  • Access the Tithely 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.

Limited Access

Limited Access can only access areas in the Tithely account that an Admin or Account Owner has granted access to. You can create as many Limited Access users as needed.

How to View and Update Users Roles

  1. Login to your Tithely 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 Tithely dashboard.
    Screen Shot 2022-12-02 at 11.45.30 AM.png
  3. Click My Organization
  4. Click Users
    Here, you'll see a full list of users, along with the following details:
    1. An image (if one has been added)
    2. The user's first and last name
    3. What type of user the individual is: Account Owner, Admin, or Limited Access
    4. The date the user was added
    5. Which products the user has access to

      User_List__updated_user_roles___2_.png

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

    Note: To delete a user select the Trash Can icon next to the admin.
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  6. Click Save Changes.

How to Add and Invite a New User

Tithely Tip

If this new Admin will need access to Tithely Events or Admin Batch Giving be sure to add them as an Admin in the 1.0 space as well: Adding an Admin for Tithely Events or Admin Batch Giving (Tithely 1.0 Admin)

  1. Login to your Tithely 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 Tithely dashboard.
    Screen Shot 2022-12-02 at 11.45.30 AM.png
  3. Click My Organization.
  4. Click Users
  5. Click the New User button in the upper right-hand corner of the page.
    User_List_New_User.png
  6. Add the new user's information.
  7. Click Save Changes.

The new admin user will receive an email letting them know they have been added as a user to your organization's account. 

Then the new user must click "Click here to get started" within the email, which will direct them to the account creation page below. 
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Once they enter their account information and click Create my Account, they will receive a verification code to the phone number they entered. They need to enter the verification code to finalize the new user setup.
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How to Change Account Owners

For information on changing the Account owner of the Tithely account, see Changing the Account Owner.

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