Church-Ops Africa Role-Based Quickcards
This document contains quick reference cards for each user role in Church-Ops Africa. These guides help users understand their specific permissions, common workflows, and dashboard options.
1. Super Admin Quickcard
Purpose:
Manages multi-tenant billing, handles system-wide upgrades, database states, server migrations, and provides technical support for all registered churches.
Core Workflows:
- Church Onboarding: Create and register new church tenants under the main directory and prepare their initial workspace access.
- Platform Billing: Monitor payment gateway subscriptions and review multi-tenant account usage.
- Global Settings: Update platform themes, configure default SMS gateways, and monitor system performance.
Essential Permission Mappings:
- Full system clearance across all tables.
- Impersonation permission to help troubleshoot church issues.
2. Church Admin Quickcard
Purpose:
Owns the local church portal space. Responsible for configuring profiles, managing user roles, setting up communication gateways, and importing data.
Core Workflows:
- Access Control Management: Add staff accounts and assign roles through Access Control and the settings hub.
- Data Importing: Clean and upload member CSV directories using the import wizard.
- Branding: Update logo, portal icon, colors, and church-facing identity from Settings Center > Identity & Branding.
Primary Dashboards:
- Settings Center: (
/c/{church-slug}/settings) - System Access Panel: (
/c/{church-slug}/settings/access-control)
3. Pastor Quickcard
Purpose:
Oversees pastoral care, discipleship tracking, preaching schedules, house cell groups, and prayer requests.
Core Workflows:
- Pastoral Visits: Update member notes after home or hospital visits in the pastoral-care workspace.
- Prayer Oversight: Review prayer requests submitted through the member portal and log follow-up appropriately.
- Insight Review: Use Church Intelligence and reports to spot care, attendance, and ministry patterns.
Primary Dashboards:
- Pastor's Command Hub: (
/c/{church-slug}/intelligence) - Pastoral Care Board: (
/c/{church-slug}/pastoral)
4. Finance Officer Quickcard
Purpose:
Manages church financial transactions, including incoming donations, expense tracking, annual budget lines, and Mobile Money reconciliations.
Core Workflows:
- Record Inflow and Outflow: Keep the finance transactions ledger current.
- Review Categories and Budgets: Keep giving categories and budget lines organized.
- Prepare Financial Statements: Generate budget comparison reports to print for church business meetings.
Essential Permission Mappings:
view_givingrecord_givingview_finance_reports
5. Ministry Leader Quickcard
Purpose:
Manages rosters, lists, volunteer schedules, and attendance tracking for specific departments (e.g., Choir, Children's Ministry).
Core Workflows:
- Shift Scheduling: Assign volunteers to specific shifts for upcoming services in the volunteer scheduling workspace.
- Roster Check: Verify which team members are active and assign backup leaders when needed.
- Attendance Logging: Record department attendance during weekly rehearsals or meetings.
Primary Dashboards:
- Volunteer Workspace: (
/c/{church-slug}/volunteers)
6. Children's Ministry Worker Quickcard
Purpose:
Protects child records, guardians, classrooms, and secure pickup workflows.
Core Workflows:
- Child Registration: Create or update child profiles, households, and classroom placement.
- Guardian Safety: Keep pickup permissions, allergy notes, and medical notes accurate.
- Check-in and Check-out: Run the live children's desk securely on service days.
Primary Dashboards:
- Children Ministry: (
/c/{church-slug}/children)
7. Volunteer Quickcard
Purpose:
Allows volunteer staff (ushers, teachers, media workers) to check their schedules, update tasks, and check in.
Core Workflows:
- View Schedules: Access the member portal to view upcoming service tasks or shifts.
- Confirm Assignments: Accept or decline assignments so leaders can plan accurately.
- Task Management: Review details and submit completion reports when work is finished.
Access Path:
- Member Portal:
/m/{church-slug}/portal
8. Member Quickcard
Purpose:
Access portal features to update profile details, send offerings via Mobile Money, watch sermons, and submit prayer requests.
Core Workflows:
- Update Profile: Keep contact details, family relationships, and address information current.
- Mobile Giving: Tithe via MTN MoMo or Orange Money through the portal payment page.
- Daily Devotions: Read daily devotionals and submit comments or questions to the pastor.
Access Path:
- Portal URL:
/m/{church-slug}/portal(installed as a PWA on your home screen).