OrgLeadersOnly Role¶

The user role OrgLeadersOnly is the role assigned to someone who is a lay leader in the church, in order to enable him to use TouchPoint to minister to the people in the Involvements in which he is a leader.

This will give the user permission to view people records for only those associated with Involvements in which he is a leader (see FAQs below).

He will not have permissions to view records of members in other Involvements in which he is enrolled but not a leader.

FAQ re Lay Leaders¶

What makes a Member of an Involvement a Leader?

A Leader is determined by their Member Type within an Involvement. The following Member Types are examples of Leader Member Types:

• Teacher

• President

• Director

• Section Leader

• Instructor

• Leader

• Group Leader

All other Member Types would be considered Members, not Leaders.

Important

Your church’s TouchPoint Admin can determine which member types are considered Leaders. This is done using the Lookup Codes. We set some of the more obvious ones in your database as Leader types, but each church should go through the list very thoroughly and determine which types should be Leaders.

See also

• Lookup Codes

• Involvement Member Types

How is OrgLeadersOnly better than giving full access to lay leaders?

This role limits a user’s access so that they see fewer people and Involvements. Because of that limitation, you can assign more privileges. For example, you might assign Manage Groups role in order to allow lay users to create small groups within their Involvement. Or, you could assign Attendance role allowing the leader to take attendance for his own class. Most churches do not want all of their leaders having access to all people records in the database.

Should I delete the user account when a person is no longer a leader?

No. That is not necessary. You can leave the account as it is. Once the person is no longer a leader, he will no longer have access to any people or Involvements other than his own family. If he becomes a leader again, he will already have an account. However, if you do decide to remove OrgLeaderOnly access, just change it to My Data, so the person can still access his own family’s records, and have a username and password for online registrations and / or online giving.

See also

Best Practices: Adding and Removing Users

What can I do using TouchPoint as a Lay Leader?

• Send emails to your entire Involvement, an individual, or a sub-group within the Involvement

• Generate any of the directories available from the blue Toolbar

• Print labels to mail cards/letters

• Generate reports such as the Family Report or the Inreach/Outreach Forms

• View individual Meetings to see the attendance

• Use Convert to Search to find those who were absent, present, or a guest

• Record Contacts when you make a phone call or visit to class members or visitors

• Assign Tasks to other class members (who have user accounts) asking them to make a Contact to someone in the class or to a visitor

• Access TouchPoint News Blog and Help Documentation (Help Menu)

• Download the TouchPoint app for iPhone and Android to use for finding people in their groups and recording attendance (if given Attendance role)

• Receive the Email Attendance notices sent by the staff

See also

Toolbar Options

What people and Involvements can I see as an OrgLeaderOnly?

• Current members of any Involvement you lead

• Previous members of any Involvement you lead, for 3 years after the person’s drop date from the Involvement

• Guests who visited in the last year to one of the Involvements you lead, excluding unshared Involvements

• Members and Guests of any Involvement that is a Child Involvement of a Parent Involvement in which the user is a Leader

• Any Involvement in which you are a leader - the Involvement itself, in order to email people or run reports or other functions for that Involvement

• All members of your family

Added link to training video