Church admins have the right to add new portal users. Please follow the steps below: 

1. Go to Admin > Security Setup > Portal Users
2. At upper right corner, click +Add
3. In middle of page, click Link Person
4. Locate the user's individual record to populate required fields.
   • Note: If the new user does not have a record in FellowshipOne, the recommendation is to add a record for him/her following steps in Adding a Household. 
5. Enter Email
6. Click Reset Password to send an email allowing the user to set their password. 
   • Note: This email will be sent to the email address entered for the portal user. If this is not a valid email address, or one they currently have access to, they will not be able to access their account.
7. Click Add new portal user

   Note: When a new user is added, you follow steps in Managing User Rights to assign security rights. 

Note: When creating a new individual profile, if the user does not attend your church, make sure you select an Inactive status in the to omit this person from emails & mailings. 

Updated March 05, 2025 21:00