Who can do what

Every role in Trellis, what each one can see and do, and what members see when they sign in.

What someone sees in Trellis depends on their roles. An admin gives roles on the Team page. One person can hold several roles: an admin who also leads a group sees both sides.

A role only opens a part your church has turned on. The Finance role opens nothing until Giving is on, for example.

The roles at a glance

These are the roles on the Team page, with the line Trellis shows beside each:

Admin: everything, including roles and billing.
Staff: every group and person.
Finance: giving.
Communications: lists, messages and replies, and who's on each list, not pastoral notes or prayers.
Serving: teams, volunteers, the schedule and worship planning.
Registration and Check-in: event sign-ups and who's coming, and Check-in, with children's care notes. Offered when Registration or Check-in is on. With only one of them on, it's called Registration or Check-in, and its line names only that part.
Leader: only the groups they lead.

Someone with no role is a Member.

Two more kinds of access come from a seat, not a role: a serving area's director, and a sign-up's manager. They're below.

Admin

Admins can do everything staff can, plus:

Open Church settings: The church, Team, Campuses, Parts and billing, Silas, Payments and Activity.
Give and change anyone's roles, and remove someone from the team.
Invite staff, finance and other admins. Staff can invite leaders only.
Turn parts on and off, and manage billing.
Turn Silas on or off.
In Lighthouse AI's Settings, choose whether it reads prayer requests and write-ups, and how many people must raise a theme before it shows. See What Lighthouse AI reads.
Connect the church's bank account for giving.
Open each part's Settings tab: Groups, Communications, Giving, Serving and Worship.
Edit the Staff page.
Delete old archived messages, and take down a person's photo.
Download everything the church keeps, and close or reopen the church's account.

Admins also have everything the Finance role has.

Staff

Staff see the whole church, apart from giving, Check-in and the admin's settings. They can:

Open Home, People, Staff and Team.
See every group, visitor and resource, create and remove groups, and assign group leaders.
Add people, edit their records and import a list.
Invite people to Trellis from People, and invite leaders from Team.
Use Communications, Serving, Worship planning, Registration and Lighthouse when they're on. Open Lighthouse AI from the button at the top right.
Search the whole church.

Staff don't see gifts unless they also hold Finance. They don't see Check-in unless they also hold the Check-in role or they're on that day's team, and they see the Check-in card on a child's page only with the role.

Finance

Finance opens Giving: Overview, Gifts, Offerings, Funds and Statements. They can record and import gifts. Giving's Settings tab is for admins. Finance on its own doesn't open People. With Lighthouse on, Finance can also choose whether Lighthouse reads giving, if they hold the staff role too.

Communications

Communications opens the Communications part: Messages, Replies, Lists and Email look. They write and send email to lists and save templates. They don't see pastoral notes or prayer requests. They can open Communications Settings too, to add a sender of their own; asking for and setting up the church's email domain is for admins.

Serving

Serving opens the Serving part: This week, Calendar, Areas and Volunteers. With Worship planning on, it opens Worship too: Services and Songs. Serving's Settings is for admins. Worship's Settings opens for them too, for lanes, the room and templates; a few settings in it are for admins.

Serving area directors

A director runs one or more serving areas without needing the Serving role. They open Serving and can schedule and look after the areas they direct. Directors are set on each area, under Directors, in Serving's Areas. See Serving areas and teams.

Registration and Check-in

One role runs both parts. The Team page names it by what your church has on: Registration, Check-in, or Registration and Check-in with both.

With Registration on, it opens Registration's Events: every sign-up, its answers and who's coming. Only admins and this role can name a sign-up's managers, since managers see private answers.

With Check-in on, it sets up Check-in and keeps children's care notes. See The check-in team.

A manager runs one sign-up without the Registration role. They can edit their own event and see who's coming, but can't change who manages it. See Manage sign-ups.

Leader

The Leader role and leading a group are two different things:

The Leader role is given on Team. It lets someone sign in and puts Groups you lead in their menu. On its own it doesn't make them the leader of any group.
Leading a group is set on the group itself. Staff add a leader on the group's Profile, under Who can open this group, or make someone Co-leader from the group's People. That's what lets them open the group.

So someone can hold the Leader role and still lead nothing yet. Their Groups you lead page says "You don't lead a group yet", and on Team their row shows Not leading a group yet. A coach on a group's roster doesn't open it, so coaching doesn't count as leading.

A leader sees only the groups they lead: the roster, roll, meetings, notes and their group's visitors. They don't open People or other groups.

Being seated as a group's leader or co-leader gives the same view, even without the Leader role. Staff add leaders on the group. See Group leaders.

What members see

A member is anyone who signs in with no role. On a computer they get:

Home, which opens Your week: the groups they're in, when they're asked to serve, Sunday, their household and their giving.
Groups you lead, if they lead a group or hold the Leader role.
Find a group, when Groups is on: the groups they could join, and a way to ask a group's leaders.
Staff: who's on the church staff.
Your profile: their own details, and a password if they want one.
Your giving when Giving is on, and Your serving when Serving is on.

On a phone, members open on their week. Members don't see the People list, other people's records or anyone's notes.

Change someone's roles

Admins only.

Open Church settings, then Team.
Find the person under On the team and press Change.
Tick the roles they should have.
Press Save roles.

To take someone off the team, press Remove. Their person record stays. See Invite staff and leaders.

With two campuses, an admin can also limit someone's roles to their own campus. See More than one campus.

Next in Start here: Add your people

Still stuck? Ask Silas