Working with Church Roles
GoDoChurch provides you with four ways to organise your database: lists, groups, ministries, and church roles. If you haven’t yet read An Overview of GoDoChurch we suggest you start there as it explains how these four modules differ from one another, and will help you understand how best to use the Roles module.
Overview of the Church Roles module
In every church there are roles that need to be filled on the ministry and operational side. The Church Roles module allows you to create roles specific to your church and then assign people to those roles. You can assign the roles of pastor, financial committee member, administrative staff, media team - in fact any role you define in your church. A role can have one or multiple people assigned to it. This makes communicating with, and organising these roles easy.
Executive level permission is required to work on the Church Roles module.
Organisation level roles
Another way in which the Church Roles module becomes very useful is when your church is one of a number of churches connected into what we call an organisation. We have given administrators who oversee a church organisation the ability to a) define church roles for their whole organisation, and b) easily see and communicate with all the people who fill specific roles in an organisation. We cover this topic in detail in the Organisation level roles.
Creating a new church role
To create a church role:
Open the main menu and click Church Life >> Church Roles.
Click New Role.
Fill in the Role Name, the description, and the display order.
Adding members to a role
There are 2 ways to add members to a role.
1. Add members to a church role via the Church Roles module:
Open the Church Role module from the main menu: Church Life >> Church Roles.
Click on the Members button of the role you want to add members to.
In the text field provided start typing the name of the person you want to add (you will need to type in 3 letters before the system will auto-suggest someone).
Click on the name of the person you would like to add, and then click the Add Person button. They will then be added to that role.
To remove a person from a role simply click the Remove button next to their name.
Quick tip: if you need to quickly add someone to your database click the Quick Add button in the top menu bar. Note: This will only add them to your database; you will still need to add them to the role of your choice.
2. Add members to a church role via the person’s Profile page:
You can quickly and easily search for a person by using the quick search box in the top menu bar. Start typing the name of the person you want to search for (you will need to type in 3 letters before the system will auto-suggest someone).
Click on the name of the person you are searching for. This will open up their profile.
On their profile window, click on Involvement.
Scroll down to the Church Roles heading and tick the box of the role you want to assign the person to.
Click on Done to save the changes and close the window. The person is now assigned to the roles you indicated.
Sending messages to all people assigned to a church role
Sending messages to a church role, whether they are SMSes, emails, or push-notifications, is very easy. All you need to do is open a role by clicking the Members button next to a role and then clicking on the Message button at the top of the screen. From there you can select what kind of message you would like to send.
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