Who can see giving: managers, counters, viewers and two roles

Giving access is given only by an owner, in Settings, under Access, and every grant tells the church's other owners. It always needs two-step sign-in.

The levels

• Viewer: totals by fund and week, no names. For a finance committee.
• Editor: a counter. Counts batches and enters gifts, and sees only the batch in front of them.
• Manager: every gift and giver, statements, reports, settings and funds.

Owners and admins are viewers already: they see totals, not names, unless an owner gives them a Giving grant.

Two roles for managers

• Bookkeeper: a manager with no refunds, Stripe or settings.
• Auditor: reads everything until a date you choose, and changes nothing.

Two-step sign-in

Names and amounts open only after the second step in that session. A new manager sees totals until two-step is on for their account.

Use Preview on a person's card to see exactly what they'll see.