Managing your church directory

The Directory is your church's people — everyone who has joined, their roles, and the titles you give them. You'll find it under Directory in the admin sidebar. It's also where you add people who don't use the app, and where you decide which admins can see giving.

Who owns what

The directory has a simple rule that explains most of how it behaves: members own their personal information, and the church owns their role in it.

• Members manage their own name, photo, and contact details (and whether they share a phone or email). You can always see a member's email — it's how invitations work — but you don't edit anyone's personal info for them.
• You manage each person's role and title — the church-side of their membership.

People who don't have an account are the exception: since there's no one to manage their own details, the church keeps those too. See People without an account.

Reading the roster

Members are grouped Leadership first (lead admins, admins, and anyone with a title), then the rest of your members, each sorted A–Z. Search by name, or filter by All / Leadership / Admins / Members. Click anyone to open their profile.

People you've added to the roster who don't use the app appear in their own "Roster · no account" section below the members.

Adding people

Use Add people at the top right. There are two kinds of people, and they go in different places:

• Invite by email — for anyone who'll use Psalmly. They get an email, make an account, and join. A targeted invitation can grant an admin role, and it's tied to that email address.
• Share your join code — for reaching everyone at once rather than one person at a time. Print a welcome sheet with a QR code for the bulletin board or the bulletin; anyone who scans it joins as a member. See Sharing your join code.
• Add to roster — for people who give or attend but don't use the app. Nothing is emailed; you're simply keeping a record. See People without an account.

Bringing a whole list over? The invite screen lets you paste addresses or upload a CSV or spreadsheet and sorts each row into two buckets — people to invite (they have an email) and people to add to the roster (name only) — which you review before saving. For setting up invitations the first time, see Creating your church. One send carries up to 250 invitations at a time — if your list is longer, send it in batches. (People going onto the roster instead of getting an invite don't count toward that.)

Roles: member, admin, and lead admin

Every person has one role, which controls what they can do:

• Member — takes part in the life of the church (prayer, events, groups, giving) but doesn't manage it.
• Admin — can also manage the church: its profile, announcements, events, groups, people, and more.
• Lead admin — a co-equal owner. Lead admins can manage other admins and leads, invite anyone, control who sees giving, and close the church.

Open anyone's ⋯ menu (or their profile) to change a role. A few guardrails keep this safe:

• Only a lead admin can change roles, including promoting someone to lead.
• A church always keeps at least one lead admin — you can't remove or demote the last one, so no church is ever left without an owner.

Titles

A title is the label your church gives someone — Pastor, Worship Leader, Deacon, Youth Director. It's separate from their access role: a title is what the congregation sees, while the role is what the person can do. (Your worship leader might be a plain member with the title "Worship Leader.")

Add or edit a title from a person's profile, or the Add title button on their row. Titles show in the directory and help sort leadership to the top.

A title here is separate from the one on your website. When you add someone to your Team page, this title is filled in as a starting point — but you can change it there without changing it here, so the same person can be "Worship Leader" to the congregation and "Director of Music" on the website.

Your public "Our team" section

Who appears on your website is managed on its own page — Team, under Website in the sidebar — not from the Directory. The Directory is about who's in your church and what they can do; Team is about what your website says.

The two are separate on purpose. On the Team page you write the name, title and short bio, and you upload the photo, so your site can show a proper headshot rather than whatever someone happens to use as their app picture. You also choose the order people appear in.

You can add anyone — a long-serving deacon, a pastor emeritus, a volunteer worship leader. They don't need a Psalmly account.

Nothing goes live until you publish it, and anyone with an account can take themselves off at any time. If someone has, their row says so and only they can put it back. See What appears on your public page for the whole picture.

Who can see giving (finance access)

Giving is sensitive, so who gave what is limited to admins you trust with it — not every admin automatically.

• A lead admin grants or removes an admin's finance access from that admin's profile in the Directory. Lead admins always have it.
• With access, an admin sees the full Giving page — donor names, the gift ledger, and each person's giving. Without it, the Giving item is simply hidden from their sidebar.
• Church-wide totals and the board report stay open to every admin under Finances — finance access only gates donor identity, never the aggregate money-in/out picture.

So a volunteer admin who runs events and announcements can do their job without seeing who gives, while your treasurer and pastor do. See Payouts, fees, and where your money goes and The board report and exports for the money side.

What you can see of a member's contact info

The privacy line at the bottom of the directory says it plainly: you always see everyone's email (it's how invites work), but a member's phone shows only when they choose to share it. Members manage their own contact details and whether they're listed — see the member guide, Your church directory.

Removing someone

From a person's ⋯ menu, Remove from church takes away their membership. Their title and role here are cleared, they come out of every group in this church, and their event sign-ups are released — which frees the seat, and deletes any answers they gave on an event's registration form. Their Psalmly account and personal info aren't affected, and they can re-join later with an invite or your join code, but groups and sign-ups don't come back with them. You can't remove yourself this way, and you can't remove the last lead admin.

If they were on your website, they come off it right away — but the entry itself is kept, under Not on your website on the Team page. Nothing you wrote about them is lost, so if someone leaves and comes back, you can put them straight back where they were.

Pending invitations

Invitations you've sent that haven't been accepted yet gather in a Pending invitations list, where you can resend one (handy if it expired — invitations lapse after about two weeks) or revoke it to stop it working. Once someone accepts, they move up into the roster automatically.