Inviting Team Members
Add staff, campus pastors, and volunteers to Vitals. Control exactly what each person can see and do with role-based permissions.
User Roles
Vitals has three roles. Assign the most restrictive role that still lets each person do their job — you can always upgrade later.
Full access to all features. Can manage settings, billing, integrations, and team members. Typically reserved for lead pastors and executive staff.
Can enter and edit weekly metric data. Cannot change organization settings, billing, or invite other members. Ideal for campus administrators and data entry staff.
Read-only access to dashboards and reports. Cannot enter or modify data. Great for board members, elders, and stakeholders who need visibility without editing rights.
How to Invite
You must be an Admin to invite new members. Invitations are sent by email and expire after 7 days.
- 1Go to Settings → Team
- 2Click Invite Member
- 3Enter the person's email address
- 4Select their role (Admin, Editor, or Viewer)
- 5Click Send Invite
The invitee will receive an email with a secure link to create their account or sign in with Google. Once they accept, they appear in your team list immediately.
Managing Existing Members
To change a member's role or remove them, go to Settings → Team and click the three-dot menu next to their name. Changes take effect immediately — no need to resend an invite.
Tips
Remove access immediately for staff who leave the church — their login is deactivated right away.
Removing a member does not delete any data they entered. All historical records are preserved.
There must always be at least one Admin on the account. You cannot remove the last Admin.
Campus-Specific Access
For multi-site churches, Editors can be restricted to a single campus. This prevents a campus pastor at one location from accidentally editing data for another location.
To restrict an Editor to a specific campus, open their profile in Settings → Team and select the campus under Campus Access. When set, they will only see and edit data for that campus.
Admins and Viewers always have organization-wide access regardless of campus settings.