The Owner role refers to the ownership of the entire account (Diocese or Church level) and has access to all churches and all ministries under it.
Any changes to the Owner role assignment (adding or removing owners) must be made by a user with the Owner role currently assigned to them while making the changes.
However, an Owner cannot change their own role to Admin. To do so, they first need to assign a new Owner, and then that new Owner can change their role to Admin or any other role.
The standard process is for the current owner to log in and go to: Users & Roles > Users, then assign the Owner role to another user.
Once that’s done, the new owner can either delete the previous owner or change their role as needed.
If you are on a Diocese Plan, please keep in mind that there is no "Owner" role at the individual church level within the Diocese, only Admin roles are available there.
Here are the steps to assign the Owner role to someone else:
If the person is already a user:
- Go to Users & Roles > Users
- Click the options menu (three dots} next to their name
- Select Roles
- Edit their current role and change it to Owner
If the person is not yet a user but has a profile in the people module:
You can do this in one of two ways:
- From Users & Roles > Users, choose Invite User and select the person you want to assign the role to.
- Or, go to the People section, find and open their profile, click on the gear icon next to the Edit button, and select Create Account. Then, assign them the Owner role and click Generate Password to send them an email with their login credentials.
If the person doesn't exist in the system at all:
- Go to Users & Roles > Users
- Click Add User
- Fill in their details and select Owner as the role
- Click the "Generate Password" option
- They will receive an email with their login credentials
After that, the new owner can go to Users & Roles > Users, click the three dots next to the existing owner's name, and choose either Delete to remove the user or Roles to edit their role.