Permission matrix
This is the canonical matrix. If the UI differs from this table, the table wins β open a ticket.
| Action | org_admin | campus_admin | finance | leader | staff | member |
|---|---|---|---|---|---|---|
| CRM | ||||||
| View members | β | β campus | β | β group | β campus | β |
| Create / edit member | β | β campus | β | β | β campus | β |
| Delete member | β | β | β | β | β | β |
| View household | β | β campus | β | β group | β campus | β own |
| Import members | β | β | β | β | β | β |
| Export members | β | β campus | β | β | β | β |
| Attendance | ||||||
| Operate kiosk | β | β | β | β | β | β |
| Mark attendance | β | β | β | β group | β | β own |
| Attendance reports | β | β campus | β | β group | β | β |
| Kids | ||||||
| Check in a minor | β | β | β | β | β | β family |
| View security code | β | β | β | β | β | β family |
| View medical info | β | β | β | β | β kids | β family |
| Edit authorized pickup | β | β | β | β | β | β family |
| Donations | ||||||
| View wallet | β | β | β | β | β | β |
| Receive donation | β | β | β | β | β | β own |
| Issue receipt | β | β | β | β | β | β |
| Configure Stripe | β | β | β | β | β | β |
| Financial reports | β | β | β | β | β | β |
| Events | ||||||
| Create service plan | β | β campus | β | β | β | β |
| Create public event | β | β campus | β | β | β | β |
| Register for event | β | β | β | β | β | β |
| Cell groups | ||||||
| Create group | β | β campus | β | β | β | β |
| Edit own group | β | β | β | β | β | β |
| Multiply group | β | β campus | β | β | β | β |
| Communications | ||||||
| Send email broadcast | β | β campus | β | β | β | β |
| Send SMS / WhatsApp | β | β campus | β | β group | β | β |
| Create template | β | β campus | β | β | β | β |
| Reports | ||||||
| Church health | β | β campus | β | β | β | β |
| Cross-campus comparison | β | β | β | β | β | β |
| Export reports | β | β campus | β finance | β | β | β |
| Settings | ||||||
| Invite user | β | β campus | β | β | β | β |
| Change plan | β | β | β | β | β | β |
| Configure campus | β | β own | β | β | β | β |
| View audit log | β | β campus | β finance | β | β | β |
Legend:
- β = allowed
- β campus = allowed only within assigned campus(es)
- β group = allowed only within own group
- β own = allowed only on own record
- β = not allowed
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