If your church is like ours, you have your prospective members complete a form giving information about the type of decision they are making, the name of their previous church (if they have one), and other necessary information. And you upload those forms to the person’s people record in TouchPoint. These documents have until now been uploaded and viewed by only those with the Membership user role.
We now have a new role – MemberDocs – that will allow ministers (or other staff) to view the membership documents. This role does not allow the user to upload (or delete) the documents or edit anything regarding membership. Those functions still belong exclusively to the user with Membership role.
Thank you to Eric and good folks at Hickory Grove Baptist Church for presenting a good idea and sponsoring the project.