Lead Cheat-Sheet

Everything here lives under Admin in the app's left-hand menu (admins only).

The Safer Church admin panel, Users tab, showing a table of nine team members with roles and an Invite User button top-right — Admin · Users tab, with the four tabs (Users, Invitations, Settings, Audit Log) and the Invite User button.

1. Inviting someone new

Admin → Invite User (top-right button).

Enter their email, pick a role, and optionally their cell number — if you add one, the sign-up link is texted as well as emailed.
Roles, in practice: most people are Member. Lead runs a team, Director oversees teams, Admin manages the app itself, Office Staff is for church office folks who need messages but don't serve shifts.
Invitations are sent one at a time today.

The Invite User dialog, filled with an email, phone number, and Lead role selected — The Invite User dialog — email, optional mobile phone, and role.

What they receive: an email (subject “You're invited to The Safer Church”) with a Create Your Account button and the church shortcode — plus, if you entered a number, a text with the same link attributed to you by name. The shortcode is deliberately only in the email and on the printed sheet, never in the text.

2. Seeing who hasn't activated

Admin → Invitations. The list opens on the Pending filter — that is your chase list: everyone invited who hasn't created their account yet.

Each row shows when it was sent and when it expires (“Expires in 5 days”). Invitations last 7 days by default.
Filters: Pending · Expired · Accepted · All, plus a search box (by email) and Export CSV if you want the list in a spreadsheet.
A phone icon under the email means that person was also texted.

The Invitations tab, Pending filter, listing nine pending invitations with role, sent date, expiry, and Resend/Revoke buttons — Admin · Invitations, Pending filter — your chase list.

3. Resending and revoking

On any row in Admin → Invitations:

Resend — sends a fresh link. Available for Pending and Expired invitations, so an expired invite is never a dead end: just resend it.
Revoke (pending) — kills the sign-up link, for a wrong email or a person who shouldn't have been invited. You can always invite them again later.
Remove (accepted or expired) — just clears the old record; the link is already dead.

Rule of thumb: typo'd email or wrong number → Revoke, then re-invite with the right details. Someone dragging their feet → Resend, and mention it Sunday.

4. Where settings live

Admin → Settings. The ones that matter:

Setting	What it does
`require_2fa`	Two-factor sign-in. ON means every sign-in needs a texted code — turn it on before you go live with real people, and leave it on.
`sitrep_allowed_roles`	Who can file a situation report — checkboxes by role.
`invitation_expiry_hours`	How long invitation links last. Default 168 (7 days).
Member agreement (its own card, below the table)	Optionally upload your church's volunteer agreement; new people acknowledge it at sign-up.

The Settings tab, showing invitation_expiry_hours, the require_2fa checkbox with its off warning, sitrep_allowed_roles checkboxes, sms_rate_limit_per_user_per_day, and the Member Agreement card — Admin · Settings, including the Member Agreement card below the settings table.

Your church's time zone is set for you during setup — it drives when shift reminder texts go out. If it's wrong (times look shifted), email support; there's no self-serve field for it yet.

5. The other two tabs, briefly

Admin → Users — everyone with an account: change roles, deactivate someone who's stepped away.
Admin → Audit Log — a running record of who did what in the app. You'll rarely need it, but it's there when you do.

6. When to call in help