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Use the Users page to manage the people who can access the staff app. You can invite users, resend pending invitations, edit names, change roles, move users between branches, deactivate users, and reactivate users.
Who can do this: Org Owner and Org Admin can manage users across the organisation. Branch Admins can manage Branch Admin and Editor users in their own branch. Editors and Treasurers cannot access user management.

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Open the users page

In the sidebar, click Users. The page shows each user’s Name, Email, Role, Branch, Status, and available actions. You can search by name or email. You can filter by All Roles, status, and branch. Org-scoped users can choose All Branches or a specific branch. Branch-scoped users only see users in their own branch.

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User statuses

StatusMeaning
PendingThe user has been invited but has not accepted the invitation yet.
ActiveThe user has accepted the invitation and can sign in.
DeactivatedThe user cannot sign in until you reactivate them.

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Invite a user

1

Open the invite form

Click Invite User.
2

Enter user details

Enter Email, Name, and Role.
3

Choose a branch when needed

Select Branch for Branch Admin, Editor, or Treasurer. Org Admin users use All branches and do not need a branch.
4

Send the invitation

Click Send Invitation. Bethel ChMS emails the invitation link to the user.
Branch admins cannot choose another branch. The Branch field is locked to their assigned branch.

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Resend an invitation

Pending users show a Resend action. Click Resend to send another invitation email. If the user’s email has already been confirmed, Bethel ChMS sends a password reset email instead of a new invitation. This gives users a recovery path if they accepted an invite but did not finish setting their password.

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Edit a user

Click Edit on an active user to update their Name, Role, or Branch. The following restrictions apply:
  • You cannot change your own role or branch.
  • You cannot assign the Org Owner role from the user edit dialog. Use ownership transfer instead.
  • Branch Admins can edit Branch Admin and Editor users in their own branch only.
  • Branch Admins cannot assign Org Admin or Treasurer roles.
  • Treasurer users must belong to one branch.

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Deactivate or reactivate a user

Deactivate a user when they should no longer access Bethel ChMS. Deactivation keeps the user record but blocks sign-in. You cannot deactivate yourself. You also cannot deactivate the Org Owner. To restore access, click Reactivate on a deactivated user. The user regains access with their current role and branch assignment.

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View user details and change history

Click a user’s name to open their detail page. The Details tab shows their role, scope, and branch assignment. The Change History tab shows field-level changes to the user record.