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If your diocese has multiple parishes installed on one computer, you can authorize users from those parishes to access all databases. To do this, a role must be set up to identify users and access rights. DioOffice then applies the credentials to all parishes for use.

Before working with roles, you must add a data synchronization password for each parish.

 

After you add data synchronization passwords for each parish, you can set up and assign roles to users in your DioOffice program. Make sure you have enabled user roles in the program so you can see the role windows.

 To enable user roles
  1. On the File menu, click Setup > Initial Setup.
  2. Select Enable user roles for attached Parish programs.
  3. Click Save/OK, then Close.

 

Add a security profile (user name and password) to use for all instances of PDS Church Office.

 To set up roles

Note

Be sure user roles are enabled in the Initial Setup window before you set up roles.

  1. On the Administration tab, click Setup Roles for Parish Prgm.
  2. At the top, click Add Role.
  3. Enter a role name, and select the program area(s) that users with the role can access.
  4. Click Save.

If you change the parish role after assigning it to users, come back to this window and click Update Parish Role to push the role to the parishes that you have set to use it.

 

You can copy a role you've already created. This way, if you just need to make a small change, you don't have to recreate the role from scratch.

 To copy an existing role
  1. On the Administration tab, click Setup Roles for Parish Prgm.
  2. In the navigation pane, click Copy Existing Role.
  3. Select a role to copy, and click Copy Role.
  4. Make any necessary changes to the new role.
  5. Click Save.

 

Once you set up roles in your program, you can assign them to specific diocesan users. This way, they can view Church Office data for selected parishes.

 To assign roles to users
  1. On the Administration tab, click Users & Passwords.
  2. Locate the user you want to assign a role to.
  3. In the navigation pane, click Role in Parish Programs.
  4. In the grid, for each parish you want the user to view, select a role for the user. To assign a single role to all parishes for this user, click Assign a Role to all Parishes.
  5. Click Save, then click Update User's Roles.



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