Presenter
Planning
Music Stand
Adding People to Your Account
To add new users to your church's WorshipTools account, open Planning and head to the People page. Then, click Add Person at the top. On the next page, fill out their information, set their permission levels, and designate their roles. Please make sure to check for spelling errors before you save the user, as the process to fix those requires extra steps.
Once you hit Save, that person will be added as a user under your church's WorshipTools account and will receive an email with the subject line, "You have been added to the '[account name]' Team."
If the user is brand new to WorshipTools and doesn't have a log-in yet, the email will provide a link for the user to set a password (screenshot above). Setting their password is what finalizes their registration with WorshipTools. Please make sure that your users are using the link in the email so that they are properly registered as a member of your ministry. If they are not receiving your email, please check that there aren't any typos in the email address you entered for them. if there are no errors, instruct the user to check their spam folder. If there are errors, remove the user from the account, and restart the "Add Person" process with the correct email address. If you made a typo in their first or last name, please ask the user to edit that information from their Planning Dashboard when they log in.
If the user already has a log-in when you add them to the account, they will receive a similar email to the one shown above, just without the step for setting a password.
Editing or Removing Users
To edit an existing user's permission levels or roles, or to remove someone from the account altogether, go to the People page and click on their name from the list. There will be an Edit option in the top right corner of their user profile page. Please note that removing someone from your account does not delete their log-ins. Users can continue using their log-ins with another WorshipTools account as needed. To get the user log-in completely wiped from our records, the individual must contact us directly with a written request for deletion
Resend Password Link
If a user has not set a password for themselves after you have added them to your team, there will be a small yellow triangle icon next to the user on the People page (as pictured below). This indicates that the user's registration is incomplete and this user will not receive any notifications from Planning. To resend the link to set a password, click on the user from the main People page. On their profile, you will find a button to "Resend welcome email."
Alternatively, the user can also click on "Forgot your password?" on the log-in screen to set a password. Even though they've never set one before, their email address was registered the moment you added them to the team, so the "forgot password" trick will work.
You must be an Admin to add, remove or edit users on an account