This is the full list of permissions you see when you create or edit a role in Settings › Roles & permissions, with a mark on the ones each system role comes with. Each permission is explained in its module’s guide. To learn how they combine with scope, read Roles and permissions.
Keep in mind:
- The owner can do everything, whether or not they have these permissions.
- Permissions marked as sensitive field show protected data, only within the role’s scope.
- Pastor has Import members, Restore members and Merge records of the same person, but its scope over members is its own branch, and those three actions require scope over all members.
- Run registration links also needs Create members and the church’s own access: Registration links explains it.
| Permission | Pastor | Leader | Disciple |
|---|
| Access dashboard | ✓ | ✓ | ✓ |
| Permission | Pastor | Leader | Disciple |
|---|
| View members | ✓ | ✓ | ✓ |
| Create members | ✓ | ✓ | No |
| Edit members | ✓ | ✓ | No |
| Archive members | ✓ | No | No |
| Restore members | ✓ | No | No |
| Delete archived members for good | No | No | No |
| Merge records of the same person | ✓ | No | No |
| Import members | ✓ | No | No |
| Export members | ✓ | ✓ | No |
| Promote and demote (direct decision) | ✓ | No | No |
| Propose promotions and demotions | No | ✓ | No |
| Send invitations | ✓ | ✓ | No |
| Run registration links | ✓ | ✓ | No |
| Change login email | ✓ | No | No |
| View contact data (sensitive field) | ✓ | ✓ | ✓ |
| View address (sensitive field) | ✓ | ✓ | ✓ |
| View national ID (sensitive field) | ✓ | ✓ | ✓ |
| View date of birth (sensitive field) | ✓ | ✓ | ✓ |
| View internal notes (sensitive field) | ✓ | ✓ | No |
| View assigned roles (sensitive field) | ✓ | ✓ | No |
| View change history (sensitive field) | ✓ | ✓ | No |
| View leaders’ last activity (sensitive field) | ✓ | No | No |
| View each person’s attendance (sensitive field) | ✓ | ✓ | No |
| Permission | Pastor | Leader | Disciple |
|---|
| View contacts | ✓ | ✓ | ✓ |
| Create contacts | ✓ | ✓ | No |
| Edit contacts | ✓ | ✓ | No |
| Archive contacts | ✓ | ✓ | No |
| Restore contacts | ✓ | ✓ | No |
| Delete archived contacts for good | No | No | No |
| Convert to member | ✓ | ✓ | No |
| Export contacts | ✓ | ✓ | No |
| Import contacts | ✓ | No | No |
| Log follow-ups | ✓ | ✓ | No |
| View change history (sensitive field) | ✓ | ✓ | No |
| Permission | Pastor | Leader | Disciple |
|---|
| View the agenda and meeting detail | ✓ | ✓ | ✓ |
| Schedule meetings | ✓ | ✓ | No |
| Edit meetings and their details | ✓ | ✓ | No |
| Cancel meetings | ✓ | ✓ | No |
| Create and edit recurring series | ✓ | ✓ | No |
| Record who attended a meeting | ✓ | ✓ | No |
| Manage the public calendars | ✓ | ✓ | No |
| Manage meeting types | ✓ | No | No |
| View meeting notes (sensitive field) | ✓ | ✓ | No |
| View the attendance note beside each person (sensitive field) | ✓ | No | No |
| Permission | Pastor | Leader | Disciple |
|---|
| View follow-up reports within reach | ✓ | ✓ | No |
| Write follow-up reports | ✓ | ✓ | No |
| Edit own reports | ✓ | ✓ | No |
| Archive follow-up reports | ✓ | No | No |
| Edit and archive other leaders’ reports | ✓ | No | No |
| View report notes (sensitive field) | ✓ | ✓ | No |
| Permission | Pastor | Leader | Disciple |
|---|
| See the cell groups within reach | ✓ | ✓ | ✓ |
| Create cell groups | ✓ | ✓ | No |
| Edit a cell group’s details and roster | ✓ | ✓ | No |
| Pause, close and reactivate cell groups | ✓ | No | No |
| Delete a cell group that never met | ✓ | No | No |
| Schedule encounters | ✓ | ✓ | No |
| Edit encounters and notify the cell group | ✓ | ✓ | No |
| Cancel, reinstate and delete encounters | ✓ | ✓ | No |
| Create and edit encounter series | ✓ | ✓ | No |
| Record who attended an encounter | ✓ | ✓ | No |
| View the reports of the encounters of the cell groups in their charge (sensitive field) | ✓ | ✓ | No |
| Permission | Pastor | Leader | Disciple |
|---|
| See the courses and the groups within reach | ✓ | ✓ | No |
| Create and edit courses, and record earlier completions | ✓ | No | No |
| Open groups, schedule their classes and enroll students | ✓ | ✓ | No |
| Take attendance in the groups they teach | ✓ | ✓ | No |
| Finish groups and confirm who passed | ✓ | ✓ | No |
| See each student’s attendance note (sensitive field) | ✓ | ✓ | No |
Studying doesn’t require any permission: a member with an active record sees their courses and asks for a place in open groups. Your courses as a student explains it.
| Permission | Pastor | Leader | Disciple |
|---|
| Snooze, set away and assign people in Care | ✓ | ✓ | No |
Seeing the Care inbox requires View each person’s attendance, under Members. Snoozing, setting away and assigning only work with the church’s own access, not from another church.
| Permission | Pastor | Leader | Disciple |
|---|
| View reports | ✓ | ✓ | No |
| Set the year’s goals | ✓ | No | No |
| Permission | Pastor | Leader | Disciple |
|---|
| Manage tags | ✓ | ✓ | No |
| Permission | Pastor | Leader | Disciple |
|---|
| Configure the ladder rungs | ✓ | No | No |
| Manage roles | ✓ | No | No |
| Manage custom fields | ✓ | ✓ | No |
| Configure Care’s signals | ✓ | No | No |
| Set notices and deadlines | ✓ | No | No |
| Permission | Pastor | Leader | Disciple |
|---|
| Edit church information | No | No | No |
| Permission | Pastor | Leader | Disciple |
|---|
| View subscription, plan, usage and invoices | No | No | No |
| Change or cancel the subscription plan | No | No | No |