Managing users

The Users page is where you create and manage accounts for everyone who needs access to Sacramentum — priests, fellow administrators, and parish staff. Each user has a role that determines what they can see and do.

The users page

Navigate to Admin Dashboard → People & Places → Users. The page displays a list of all users in your parish with the following controls:

• Search — find users by name or email.
• Role filter — show all roles, or filter to Regular Users, Admin, or Priest.
• Sort — order by newest first, name, email, or last login.
• Pagination — the list shows 15 users per page.

Each row displays the user's avatar (or initials), name with clergy title if applicable, email, role badge, email verification status, creation date, last login date, and an actions menu.

Understanding roles

Role	Who it's for	What they can do
Admin	Parish administrators and office staff	Full access to the Admin Dashboard — manage locations, schedules, users, intentions, finances, and settings
Priest	Ordained clergy assigned to the parish	Access to the Priest Console — manage their own calendar, Mass intentions, availability, and profile
User	Other staff members	Basic access to manage their own profile

An administrator who is also an ordained priest can enable the Also a Priest toggle on their account. This gives them access to both the Admin Dashboard and the Priest Console, and allows their name to appear in celebrant dropdowns with the proper clergy title.

Adding a user

1. Click Add User in the toolbar.
2. Enter the user's First Name and Last Name.
3. Enter their Email address. Each email must be unique within your parish.
4. Select a Role from the dropdown: User, Priest, or Admin.
5. If the role is Admin, an Also a Priest checkbox appears. Enable it if this administrator is also an ordained priest.
6. If the user is a priest (either by role or by the Also a Priest toggle), a Preferred Title dropdown appears with these options:

Title	Abbreviation
Father	Fr.
Reverend	Rev.
Monsignor	Msgr.
Bishop	Bishop
Deacon	Deacon
Doctor	Dr.
Custom	You define it

If you choose Custom, a text field appears where you can enter a title of up to 20 characters.

7. The Send Invite Email checkbox is enabled by default. When checked, the new user receives an email with a link to set their password. Uncheck it if you plan to set the password manually.
8. Click Save.

The user appears in the list immediately. If an invite email was sent, the user can click the link to set their password and log in.

tip

The clergy title you set here is used throughout Sacramentum wherever the priest's name appears — in the public schedule, the sacristy kiosk, receipts, and the Priest Console sidebar. You do not need to include the title in the name fields.

Editing a user

1. Click the three-dot menu on the user's row and select Edit User.
2. Update any field — name, email, role, clergy title, or the Also a Priest toggle.
3. Click Save.

Role changes take effect immediately. If you change someone from Admin to Priest, they lose access to the Admin Dashboard on their next page load.

Managing a priest's avatar

Priests can upload their own profile photo from the Priest Console (see Your profile and clergy title). As an administrator, you can also upload or remove a priest's avatar from the Edit User dialog by clicking their avatar circle.

Supported formats are JPEG, PNG, and GIF up to 5 MB. After selecting an image, a crop dialog lets you frame the photo in a circular area with zoom control.

Managing priest leave

When a priest is temporarily unavailable — for vacation, sabbatical, medical reasons, or personal leave — you can mark them as on leave so they do not appear in scheduling dropdowns.

1. Click the three-dot menu on the priest's row and select Manage Leave.
2. Enter the Start Date and End Date of the leave period.
3. Select a Reason: Vacation, Sabbatical, Medical, Personal, or Other.
4. Optionally add Notes with any relevant details.
5. Click Save.

While on leave, the priest is hidden from celebrant assignment dropdowns across the system. Their existing schedule assignments remain intact but are flagged for your awareness.

To end a leave early, open the same dialog and click Remove Leave.

Sending a password reset link

If a user forgets their password or needs to set one for the first time:

1. Click the three-dot menu on the user's row.
2. Select Send set-password link.

The user receives an email with a secure link to create a new password. The link expires after 7 days.

Verifying email addresses

New users receive a verification email when their account is created. If a user's email remains unverified (shown as a yellow "Unverified" badge), you can resend the verification email:

1. Click the three-dot menu on the user's row.
2. Select Resend verification email.

The verification link expires after 24 hours.

Deleting a user

Removing a priest is different from removing a lay user, because a priest can be the celebrant or obligated priest on Mass intentions, recurring schedules, sacraments, and Pro Populo (Sunday) obligations. Sacramentum reviews everything tied to that priest before anything is removed, and transfers whatever is still active to another priest — or to Celebrant TBD — before the account can go away.

For a priest:

1. Click the three-dot menu on the priest's row and select Delete User. The Priest Departure Review dialog opens.
2. The dialog lists everything that will move — Mass intentions, scheduled Masses, recurring schedules, sacraments, Pro Populo obligations, and more — grouped by category with counts.
3. If anything must be resolved first (an open payout, an active leave, an outstanding payable balance, and similar), those blockers are listed with a note on where to resolve each one. Neither transfer nor removal is offered until every blocker clears.
4. Once there are no blockers, choose who receives the priest's active assignments from the Transfer to list. Celebrant TBD is offered first and is the safest default when no specific replacement has been decided yet; real parish priests are ranked by availability.
5. If the departing priest holds the pastoral office (pastor or parochial administrator), a checkbox offers to transfer the office to the replacement, when the replacement is a real priest who doesn't already hold one. Leaving it unchecked means Sunday Pro Populo Mass generation stops until someone is assigned the office.
6. Sacramentum previews the transfer for scheduling conflicts and Canon Law Mass-capacity limits before anything is committed. Click Transfer Assignments to apply it.
7. Once nothing is left to transfer, the Remove Priest button becomes available. Removing the account revokes sign-in, the calendar feed, and any other credentials, and closes the priest's payable ledger account.

Historical records are always preserved, regardless of what is transferred: fulfilled Mass intentions, past Masses and confessions, closed leave, and completed payouts and engagements stay attributed to the removed priest for the audit trail.

If the priest is visiting clergy rather than parish clergy, the dialog says so and points you to the visiting clergy archive flow instead — visiting priests are archived, not transferred and removed.

For a lay user or administrator:

1. Click the three-dot menu on the user's row and select Delete User.
2. A confirmation dialog appears showing the user's name and email.
3. Click Confirm to proceed.

Deleted users cannot log in but their historical data is retained for audit purposes. You cannot delete your own account, and the parish must always keep at least one administrator who can sign in.

:::info Removal can be undone Removing a priest revokes sign-in and marks the account inactive — it does not erase data, and an administrator can restore the account afterward. Restoring an account does not automatically re-attach assignments that were already transferred away. :::

tip

If a priest is leaving temporarily rather than departing the parish, use priest leave instead of removing the account.

:::info Login accounts are not parish identity A login account lets someone sign in, but it is not the main parish identity record. See Understanding parish records to learn how login accounts, requesters, and people work together. :::

What's next

• Visiting clergy — manage external priests who help out at your parish
• Managing locations — set up the locations where your priests will be assigned
• Managing requesters & payers — manage the records that track who submitted requests
• Managing people — manage the canonical parish identity records

Related articles

• Understanding parish records — how login accounts, requesters, and people relate
• Roles and access — understand how roles control access across Sacramentum
• Your profile and clergy title — how priests manage their own profile settings
• Creating an account — the user's perspective on account setup