Worship Planning 101 - 2.0 - Adding Roles and Skills

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Adding Roles and Skills

Now that we've got all your account settings taken care of, we're going to start digging in and setting up the rest of your worship planning account. Now there's really no wrong order to go in here, but we're going to go ahead and start with setting up all of the roles and skills that you'll use later for your people and teams. From the people tab, select roles skills from the left panel.

The roles added here are used along with people to create assignments in events and can also be used to show what skills your volunteers have. Add a new role by clicking add a role and giving the role a name and description. If you already have teams created, you can assign this role as part of a team.

You can select people that have that role as a skill, and you can also upload any files that might be associated with that role. When you're done, click add. To edit the roles or add an icon, click the edit icon for that role.

To quickly view information about a role or skill, including the people that have that skill associated with their profile, click the information icon.