People

Managing who belongs to your church and what they can do.

What do the roles mean?

• Visitor — the lightest connection; someone exploring the church.
• Member — a regular member of the congregation.
• Admin — can manage people, church settings, and content.
• Owner — full control, including changing other people's roles and managing the church itself. A church always keeps at least one owner.

How do I invite someone?

In the admin area, go to Directory → Invites and choose Invite. Enter the person's email address and pick the role they should get. They receive an email with a link to join your church.

How do I see who's been invited but hasn't joined yet?

The Invites view of the Directory lists pending invitations.

How does the Approvals queue work?

Alongside invitations (which push an email to a specific person), members can request to join your church themselves via the public site (/c/<slug>/join) or the mobile Find a church screen → Ask to join. Every submission is gated by Cloudflare Turnstile to keep spam out.

Their request lands in the Approvals view of the Directory. Each row shows:

• Name + email they entered.
• Message they left (optional — typically a short hello).
• Source — Signed in if they had a Psalmly account when they submitted, Anonymous if not.
• Submitted date.
• Approve + Decline actions.

Approve does the right thing automatically:

• Signed-in request → the person becomes a member of your church instantly. They see the church the next time they open the app.
• Anonymous request → the request is marked approved, but they need to sign up first before a membership can be created. Send them an Invitation (the existing Invite button) to finish the hand-off; the email gets them past sign-up and the link puts them straight into your church.

Decline marks the request resolved without creating a membership. They aren't notified — they can submit again later if circumstances change.

The Approvals queue and invitations live side-by-side: invitations stay the push path (you reach out to someone), and Approvals is the pull path (someone reaches out to you). Both produce the same end state.

How do I cancel a pending invitation?

Find the invitation in the pending list and choose Revoke. The link in their email stops working.

How do I change someone's role?

Open the person in the Directory, choose Manage, then Manage access. Owners see a Change role control there to switch the person between Member and Admin (admins get management access — grant it deliberately; it's confirmed with a dialog). Making someone an Owner is a separate transfer-ownership step (coming soon), so for now the owner stays the owner.

How do I remove someone from the church?

Select the member in the Directory and choose to remove them. They lose access to the church. You can't remove the last owner — promote someone else first.

How do I find a member?

The Directory (in the admin sidebar) opens on Browse — a searchable two-pane list of everyone in your church next to a profile preview. Search by name, household, or email, and filter by New, No household, Opted out, or Leaders. Select a person to preview them; choose Manage to open their full page.

The Directory's other views are Approvals (join requests), Invites (pending invitations), and Roles (the leadership roles you can assign).

What's on a person's page?

A person's page (reached via Manage from the Directory) brings together everything your staff tracks about them:

• Profile — name, photo, email, role and when they joined.
• Leadership roles — the church roles assigned to this person (the vocabulary you define on the Directory's Roles view).
• Giving — their recorded gifts and total. Visible to admins only.
• Screening — their volunteer-screening records (see below).
• Notes — staff-internal pastoral notes. These are never shown to the person they are about.
• Access — per-person capability overrides, via Manage access in the top-right (see Permissions).
• Attendance — a placeholder for now; attendance arrives with check-in.

How do I record volunteer screening?

On a person's page, in the Screening section, choose Add screening and record:

• Type — a background check, a reference, or child-safety training.
• Status — Pending, Cleared, Expired or Rejected.
• Completed on / Expires on — the relevant dates.
• Note — any detail worth keeping.

When someone has a Cleared screening record, they no longer show the "Not screened" warning when you assign them to a serving team that requires screening (see Scheduling). Screening status is visible to your admins and to the person themselves.