Updating your personal profile

Each member of your ChurchInsight web site can update their personal and family details, including: email address, postal address and date of birth. This means ChurchInsight becomes the most accurate church database you will have. Members updating their own details also relieve the church staff from having to make time-consuming modifications to users' records, giving them time to concentrate on other tasks.

Modifying your personal profile

Before you can update your profile, you must first login to the web site. Once you have logged in you will have access to the My Area section of the site found to the right-hand side of the top navigation menu. If you hover over the My Area option, several sub-options including

My Profile will appear. Move your mouse over the My Profile option and click to select. The My Area option allows you to change your personal details, family details, those of your other family members and add a new family member.

To update your details do the following:

Review the information that already exists and edit appropriately.
Add a new memorable password within the new password and confirm password fields. Good passwords are ones which are easily memorabel to you, but couldn't be guessed by someone else, and ideally contain both characters and letters.
Scroll to the bottom of the page, enter the password you logged in with and click Save Changes. In future, you will need to login with your new password.
Next select your family name tab, e.g. Smith Family, and update your family contact details and save; this time you will need to enter your new updated password.

Adding Family Members

You can add new family members to the site as follows:

Select the Add Family Member tab.
Next add the appropriate details for another family member.
Enter your new password and click Create a New Family Member to create the record.

Although you can see their details through your profile the application needs to be approved for them to become a member of the site.

To approve applications for membership you first need to enter the Web Office. The Web Office is where you manage the ChurchInsight system, including the content and membership of your site. On entering the Web Office you will need to select your church address book from the Site Manager pane, situated on the left hand side. Once this has been selected, the work pane to the right will change to display the Summary of the church folder.

Church Address Book

The church folder contains those people involved in your church. Notice how the icon identifies a new application is awaiting approval.

To approve an application do the following:

Select the Members tab to display the current members of your site.
Within the Applicants box at the top of the page, your newly-added family members are displayed in red. Click on these members to open a pop-up window displaying their details.
To approve the application select Give this person access to the web site from the task list at the bottom of the page.
Set their church membership and involvement levels.
Select OK to approve the applicaiton and their login details will be sent by email, if a valid email address has been entered for them.