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
• Team Leader
• Connecting Church Leader
• Pastor
• Church Needs Leader
• Church Responder
• Overview of Permissions for Church Roles

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.

The Point Person receives new request notifications that are relevant to any of their various response teams, is able to respond to local requests, and is copied on responses from their church's approved members. This person also receives "Church-to-Church" messages from other churches, and "Engage Community" messages triggered by other churches.

Note: Notification preferences can be managed by each Point Person in their notification settings.

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 log in to their own dashboard, containing the ability to upload, manage, and activate their own Response Team. 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.

Note: The Team Leader role is the only other role besides the Point Person that automatically receives Tier 1 - Physical request notifications regardless of their Response Team's "Auto-Activate" setting. This role can be added or combined with other roles (including Pastor) if they wish to receive these notifications.

Connecting Church Leader

Multiple people may hold this role within a church. Connecting Church Leaders will not receive initial request notifications like Point People and Team Leaders, but they are still able to respond to the caseworker who entered the request through their dashboard, as well as to 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 & Claimed the items / Taken the Lead through the system.

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 edit 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.

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 other Church Leaders or Team Leaders. Needs are not sent to the Response Team until a Church Needs Leader has approved them. 

Church 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.

Overview of Permissions for Church Roles

See below the list of church roles and different permissions within CarePortal.

Role	Responder (Response Team Member)	Team Leaders	Church Leaders (Pastor, CCL, CNL)	Point Person
Request CarePortal Card				X
Edit Church Settings				X
Manage Response Teams			X	X
Direct Money from Church's CarePortal Fund		X (Default Team only)	X	X
Be a CarePortal Card Holder		X (Default Team only)	X	X
Commit & Claim Outside Resources			X (CCL only)	X
Manage/Approve/Request Escalation for Church Needs			X (CNL only)
Can Engage Community			X	X
Can Activate Response Team		X	X	X
Can Perform Leader Actions for Requests		X	X	X
Can Approve Pending Responders		X	X	X
Receives Request Notifications Regardless of Settings		X		X
Responses to Local Requests Always Go to Agency Worker		X	X	X
Receives Request Notifications Only Based on Their Team Settings	X
Responses to Local Requests Follow Team Settings	X