Introduction | ChurchDesk Helpdesk

Setup

Setting up your account with two-factor-authentication
‘How can I sign up if, after signing up, I’m asked to Set Up Two-factor Authentication for ChurchDesk?’ What is Two-factor Authentication? From now on, you’ll need two things to sign up: your password and a short code from an app. Even if someone knows your password, they won’t be able to access your account without this code. You only need to set this up once. It takes about 10 minutes. What you’ll need: Your login details, access to your email inbox and your smartphoneFew readers
Create and Manage Categories and Resources
ChurchDesk lets you manage categories and resources in your calendar. This helps you structure your events and reserve rooms or equipment as needed – so you and your team can stay on top of multiple or overlapping events. In this article, you’ll learn: What categories and resources are used for, How to create, edit, and delete them, And what to keep in mind when using them. What are categories and resources? Categories help you sort and label your events – e.g. *Worship servicSome readers
Create Users and assign Roles
In ChurchDesk, you can create as many users as needed and give them exactly the permissions required for their tasks. We define users – people with their own login – and roles, which define what areas they can access. We recommend that Organization Administrators review user permissions regularly to ensure everyone still has the correct roles and parish assignments that fit the position the user is working in. Note: If you’re looking to deactivate or remove a user, [you can find theFew readers
Creating and Managing Multiple Parishes in your Organisation
On this page you can watch a small video guide for: Creating a new parish in your organisation Assigning a user to one or more parishes in your organisation We demonstrate how the Calendar works with multiple parishes We show you how People works with multiple parishes We explain how Forms works with multiple parishes Intro Multi-ParishSome readers
Notifications by Email and SMS
ChurchDesk automatically keeps you informed about important activities – for example, when you are assigned to a rota, receive a new group message, or are reminded of an upcoming event. This way, you always stay up to date – via email, push notification on your smartphone, or SMS. In this article, we’ll show you: what types of notifications are available, how you can choose how you want to receive them, and what to keep in mind to ensure they work as expected. When will I receive notiSome readers
Sign up and log in
To work with ChurchDesk, you need a user account. This is created by your church – you cannot register yourself. In this article, we’ll show you how to log in for the first time, how to access your account in the future, and what to do if you forget your password. Note: This article is for users. If you want to invite new users yourself, please read this guide: Users and roles First login – by invitationSome readers
Two-factor authentication in the Portal
Account security in the Portal lets you set the sign-in requirements for every organisation in your portal from one place. You choose which permissions require two-factor authentication at login, and the requirement applies to all organisations in the portal. The organisations cannot switch it off again. What you can do with it Require two-factor authentication for all users in the portal, or only for users with sensitive permissions. Apply one security standard across all parisFew readers
User Identity Verification via Email
When you log in to ChurchDesk without two-factor authentication (2FA) via app enabled, you may be asked to verify your identity by entering a one-time code sent to your email address. This adds an extra layer of security to protect your account from unauthorised access. Email verification applies to both the web application and the mobile app. An SMS can also be sent out. TIP: Want to skip email codes entirely? Enable "Two-Factor Authentication" in your account settings. With 2FA enabled, emFew readers

Support

Other

Basic Webinars

Basic Webinars
Here you can access our 4 basic webinars, which are video guides to the basics of ChurchDesk. If you want a deeper and personal training in using ChurchDesk, we also offer courses - see our course catalogue here Webinar on setup and calendar Webinar on setup and calendar Webinar on contacts and forms Webinar on contacts and forms Webinar on newsletters and giving ${youtube}[Webinar oFew readers