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Now that your church is set up, invite the people who’ll help manage it. Each person you invite gets a specific role that controls what they can see and do in Bethel ChMS.
1

Open user management

In the sidebar, click Users. This opens the user management page where you can see everyone who has access to your organisation and send new invitations.
2

Send an invitation

Click Invite user and fill in the form:
FieldRequiredNotes
EmailYesThe email address where the invitation will be sent.
NameYesThe person’s display name in Bethel ChMS.
RoleYesChoose from Organisation Admin, Branch Admin, or Editor.
BranchSometimesRequired when you select a branch-scoped role (Branch Admin or Editor).
Invite user form with role dropdown
Click Send invitation. Bethel ChMS sends the invitee an email with a magic link they can use to accept.
3

Choose the right role

Not sure which role to pick? Here’s a quick summary:
  • Organisation Admin: Full access across every branch. Good for senior pastors or headquarters staff who oversee the whole network.
  • Branch Admin: Manages members, attendance, and events for a specific branch. Ideal for local pastors or office managers.
  • Editor: Can add and update records within a branch but cannot change settings or invite others.
For a full breakdown of what each role can do, see Roles and permissions.
4

What the invitee sees

The invitee receives an email with a magic link. When they click it, they land on the Accept invitation page, which shows:
  • The name of your organisation
  • The role they’ve been assigned
  • The branch they belong to (if applicable)
They set a password (minimum 8 characters) and they’re in. No extra setup required on their end.
Accept invitation page
Who can invite whom:
  • Organisation Owner can invite any role.
  • Organisation Admin can invite Organisation Admins, Branch Admins, and Editors.
  • Branch Admin can invite Branch Admins and Editors within their own branch.
  • Editor cannot invite anyone.
Invitations expire after 7 days. If someone misses theirs, go back to the Users page and resend it.

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What to do next

Your team has access, time to start adding the people your church serves.

Manage your members

Add members, organize them by branch, and keep your church directory up to date.