Overview of CarePortal Roles for Church Leaders & Responders

Overview

This article provides definitions for all of the roles available to church leaders within the CarePortal platform.

Intended Audience

Church Leaders & Local Network Leaders

Roles Included in this Article

• Point Person
• Pastor
• Team Leader
• Church Needs Leader
• Connecting Church Leader
• Finance Person
• Response Team Member

Point Person

A Point Person is able to hold any combination of additional roles, but only one leader at a church may hold the role of Point Person. This individual has master admin access to all church settings and preferences, including the ability to request CarePortal Cards, and is the primary point of contact for the church regarding updates and events from their local network leaders. They are also the default Team Leader for their church's initial Response Team, and the default Church Needs Leader for the church (to allow for the use of Church Entered Needs).

The Point Person is able to respond to requests and is copied on responses from their church's approved members. This includes responses from the church's Default Response Team, "Church-to-Church" messages from other churches, and "Engage Community" messages triggered by other churches.

Pastor

Multiple leaders in the church can be given the pastor role. Pastors are given the same level of access to the dashboard as a Point Person is, with the exception that pastors do not have access to the church's Settings tab. Someone with only the role of Pastor will not receive request notifications. The only emails a pastor will receive will be those designed to help them equip their church for the work of this ministry.

Team Leader

A Team Leader is associated only with their individual team and not on the leadership team of their church's main CarePortal account. Each team can have more than one leader, which allows them to login to their own dashboard, containing the ability to upload, manage, and activate their own Response Team. The Team Leader role automatically receives Tier 1 request notifications regardless of church or response team settings. The Point Person as well as other leaders for the church's main CarePortal account are able to provide support to each Team Leader and their Response Team, including the ability to manage or edit the Response Team's account as if they were the Team Leader.

Church Needs Leader

Multiple people may hold this role within a church. The Church Needs Leader is only required if the church has Church-Entered Needs activated in their Settings. Church Needs Leaders are entrusted with the ability to add Church-Entered Needs directly into the CarePortal system from their dashboard access and approve the Church-Entered Needs added by the Church Response Team members from their public Church Page (if permission is given in their Church Settings). Needs are not sent to the Response Team until a Church Needs Leader has cleared them. 

Connecting Church Leader

A church may have as many Connecting Church Leaders as it needs. Each Connecting Church Leader will receive request notifications, be able to respond to the caseworker who entered the request, activate the church's Response Team, and Engage the Community. 

For Connecting Churches, Connecting Church Leaders and the Point Person are notified when a Community Responder would like to provide or fund an open request in the church's radius. Once a Point Person or Connecting Church Leader indicates their commitment to meet the request, they will have the opportunity to connect with the Community Responder and the CarePortal platform will send the Community Responder the church's contact information.

Note: If the church possesses an activated CarePortal Card, Community Responders as well as their own Response Team members will have the additional option of funding a request, which will pass 100 percent of the money they donate to the church's CarePortal account once the church has committed to the items through the system.

Finance Person

The individual listed with the role of Finance Person is only the person who will receive financial invoices and related information that are in line with the church's financial commitment to CarePortal or a local implementing ministry partner. This role can be added to any other role in the system.

Responder

Each CarePortal church can add as many responders as they wish to their Response Team(s). When activated, each responder will receive an email notification for the request giving them the options to Pray, Follow, or Respond to the request. Responses from these individuals will follow the rules defined by the Church Settings. To learn more about how to manage this team, please refer to the Core Church Training Module videos in your church dashboard.

Role	Login Access?	Request Emails?	Leader Actions?	Edit Settings?	CC'd on Responses?
Point Person	Yes	No	Yes	Yes (Church & Team Settings)	Yes
Pastor	Yes	No	Yes	Yes  (Only Team Settings)	No
Team Leader	Yes (Admin for Team)	Yes	Yes  (For Team; No Engage Community)	Yes (Only Own Team)	Yes  (For Team)
Church Needs Leader	Yes	No	Yes	Yes  (Only Team Settings)	Yes (To Church Needs)
Connecting Church Leader	Yes	Yes	Yes	Yes  (Only Team Settings)	Yes (From Community Responders)
Responder	Yes (No Dashboard)	Yes (When Activated)	No	No	Yes (If Responder)