Common Security Setups
Empower includes unlimited users, so each person can have just the access their job needs. Set this up once as a Role, then give the role to everyone who does that job. Go to Utilities > Security, click Add, choose Role, and name it. Then click the pencil icon on each box to set its permissions.
Treasurer or bookkeeper
Contributions: View, Add/Change, & Delete, and Can email statements
Membership Access: View
Everything else: No Access
Offering counter
Contributions: Data Entry Only
Everything else: No Access
Data Entry Only lets someone enter gifts, fix gifts that haven't been deposited yet, make the deposit, and run the undeposited and deposit summary reports. They can't open Donors, Funds, or Statements, and they don't see gifts from earlier deposits.
Check-in volunteer
Check In: Run as Manned Station
Membership Access: View
Contributions: No Access
Office assistant
Membership Access: View, Add/Change, & Delete
Email: Can send bulk email
Events: View, Add/Change & Delete
Contributions: No Access
Keeping pastoral notes private
Notes Access and Caring Access each have their own setting. Use Hidden Note Categories to hide sensitive note types from people who don't need them.
Permission changes take effect the next time the person signs in.