Invite Members to Your Finance Team

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When you signed up for Faithlife Giving, a subgroup of your church group called “Finance Team” was created for you. This subgroup protects your data by restricting it to those with access to the subgroup. By default, only the user who enables Faithlife Giving is added to the Finance Team. You handpick everyone who should have access to your financial data.

Note: Many pastors prefer not to have access to giving data. Even if your pastor is an admin of your church group, he will not be able to see your giving data unless you manually add him to the Finance Team subgroup.

1. Navigate to the Finance Team.

Your Finance Team is located in your church group's sidebar under Teams.

 

2. Click Assign in the top right-hand corner.

 

3. Add assignees and send your invite.

To assign (invite) people to your team, search for their Faithlife accounts or add their email addresses. You can also import contact information from a CSV file or from your email contacts. Provide a personalized note if applicable and select Assign. 

Note: There is no difference between a Member and a Moderator of the Finance Team.

4. Faithlife notifies those you invited.

To check an invitation’s status, select Members in the Finance Team left-hand navigation menu. From here you can view all current members and any pending invites.

You can even withdraw invitations by selecting names and clicking Withdraw.

 

To remove a Member from the Finance Team

  1. Click Members.

Note: Your Finance Team is located under the Groups on your main Faithlife.com page or under Teams in your Church Group.

  1. Check the box next to the person you want to remove.

  2. Click Actions and select Remove from group.

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