Permission sets
Create named bundles of module access and assign them to members.
A permission set is a named bundle of access — for example, a "Tech Team" set that grants working access to Projects and Slides but nothing else. You create a set once and assign it to as many members as you like, so access stays consistent and easy to manage.
In this article
How permission sets work
A set grants access to specific modules — such as Sermons, Projects, Purchase requests, and Slides — and for each one you choose a level:
- None — no access; the module is hidden.
- Access — can view and work within the module.
- Manager — full control of the module, including settings others can't change.
Create a permission set
Assign it to members
Assign a set from a member's detail page under Members, or at the moment you invite them. A member can hold more than one set; where sets and their role overlap, the most permissive level applies.
Permission sets control access to organization features. They never expose a person's private vault.