How to Become a Connecting Church

Overview

This article discusses how a church can apply to become a Connecting Church.

Intended Audience

Churches: Primary Point Person, Church Leaders

Included in this Article

• Prerequisites
• How Does My Church Apply to be a Connecting Church?
• What Happens Next?

Prerequisites

• Review Should My Church Become a Connecting Church? and be sure to watch the training videos.

How Does My Church Apply to be a Connecting Church?

1. Log in as the Primary Point Person
2. Go to the Settings tab
3. Before you're able to turn on the Connecting Church setting, you'll need to assign someone the Connecting Church Leader role. You can either assign it to yourself or assign it to someone else. To do this, go to the Leaders section
4. To assign this role to yourself, click the three dots icon by your name in the table and click Add Role
   
   Then select Connecting Church Leader in the dropdown and click Add Role
   
   To add a new leader and assign them the Connecting Church Leader role, click the Add New Leader button and search for their email here if they already have a CarePortal account or create one for them by clicking the + button next to the email field. Enter their information and be sure to select the Receive System Email checkbox so they can receive alerts from CarePortal regarding their account as well as request notifications. They can always update these preferences later. Once you've created their account, you'll be able to select the Connecting Church Leader role and add it to them.
   
5. Now that you've assigned the Connecting Church Leader role to someone, you'll be able to turn the setting on. Go to the Settings section and scroll down to the Become a Connecting Church Leader and switch the toggle to On 
   
   
   
6. Click the Save button.
   

What Happens Next?

1. A CarePortal Regional Manager will be in contact with your church to provide additional details about becoming a Connecting Church and provide further training, including how you will be able to claim community resources for requests.
   
   
2. Once the Regional Manager has approved your request, you will receive an email notification letting you know that you are now active in CarePortal as a Connecting Church. (Note: Your Connecting Church setting will now show an "Approved" badge. This badge will stay even if you decide to turn the Connecting Church setting off for a season.)
   
   
   
3. Request a CarePortal Card for at least one of your Connecting Church Leaders to allow Community Responders the additional option of simply funding requests directly through the CarePortal platform.