Worship Planning 101 - 2.1 - Adding and Editing People

*This video overview may include some out-of-date images. We appreciate your patience as we work to get these videos updated. 

Adding and Editing People

So, you've got a new person that wants to start helping out and volunteering with your events. Yay! But, first, you'll need to create them in Worship Planning. Navigate to the People tab, and with People selected on the left panel, click Add a Person.

If you haven't integrated with a CHMS, you'll be taken straight to the New Person Editing page. If you have integrated with your CHMS, you'll be first prompted to search for the person that you're wanting to add. If that person exists in the CHMS, you can easily import them into WorshipPlanning.

If you can't find the person in Worship Planning or your CHMS, click the Create User button. On the New Person Editing page, add all the details for the person you're wanting to add, including their picture, contact information, their user type, and their permissions. If you already have teams created, you can go ahead and assign them to a team.

You can also assign them skills for any of the roles that you've created. When you've finished, click Save. This user will now appear in your People list.

If you want to edit an existing user, click the Edit icon.