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Leaders and admins schedule 3 min read Updated Jun 5, 2026
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Users and Roles

Understand responsibilities, permissions, and the safest role setup for each church team.

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:

  1. Church Onboarding: Create and register new church tenants under the main directory and prepare their initial workspace access.
  2. Platform Billing: Monitor payment gateway subscriptions and review multi-tenant account usage.
  3. 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:

  1. Access Control Management: Add staff accounts and assign roles through Access Control and the settings hub.
  2. Data Importing: Clean and upload member CSV directories using the import wizard.
  3. 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:

  1. Pastoral Visits: Update member notes after home or hospital visits in the pastoral-care workspace.
  2. Prayer Oversight: Review prayer requests submitted through the member portal and log follow-up appropriately.
  3. 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:

  1. Record Inflow and Outflow: Keep the finance transactions ledger current.
  2. Review Categories and Budgets: Keep giving categories and budget lines organized.
  3. Prepare Financial Statements: Generate budget comparison reports to print for church business meetings.

Essential Permission Mappings:

  • view_giving
  • record_giving
  • view_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:

  1. Shift Scheduling: Assign volunteers to specific shifts for upcoming services in the volunteer scheduling workspace.
  2. Roster Check: Verify which team members are active and assign backup leaders when needed.
  3. 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:

  1. Child Registration: Create or update child profiles, households, and classroom placement.
  2. Guardian Safety: Keep pickup permissions, allergy notes, and medical notes accurate.
  3. 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:

  1. View Schedules: Access the member portal to view upcoming service tasks or shifts.
  2. Confirm Assignments: Accept or decline assignments so leaders can plan accurately.
  3. 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:

  1. Update Profile: Keep contact details, family relationships, and address information current.
  2. Mobile Giving: Tithe via MTN MoMo or Orange Money through the portal payment page.
  3. 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).