Let your treasurer see giving
Your treasurer needs to see what came in and pull reports, but probably shouldn't be able to change your website or refund a gift. A role decides exactly what each staff login can open, and you can make one just for your treasurer.
About 3 minutes Part of Aligned ChurchUpdated October 1, 2026
aligned.church/church
1/7 · Open Settings from the left rail
Before you start: You're your church's account owner, and your treasurer already has their own staff login. If they don't yet, invite them from Settings → Staff first.
Good to know
- A staff member with a role sees only the parts it opens, on the left rail and in the module switcher. No church access keeps someone out of Aligned Church unless they still hold an older Manage seat, which lets them in as a Manager or Viewer. To be sure someone stays out, give them a role with every module and Files set to None and Team chat off; they still have Aligned Leader.
- The same role can also open Files, if you keep statements or budgets there, and turn Team chat on or off.
- Manager and Viewer are yours to reshape too, but changing one changes it for everyone who has it. A separate Treasurer role keeps giving access to the people who need it.
If it’s not working
My treasurer still can't see Giving
Check that the access menu under their name reads Treasurer and that the role's Giving is View or Edit. Then have them reload Aligned Church.
They see “You don't have permission to manage giving.”
Their role has Giving at View, and that button changes something. If they need to do it, set Giving to Edit in the role and press Save role.
There's no Staff section in my Settings
Staff and roles are only shown to the account owner. Ask whoever owns your church's account to set it up.
Did this help?
Next, you might want to
- Invite your staff to your church workspaceInvite your secretary or staff by email, copy the invite link if the email goes astray, or cancel an invite you no longer need.
- Choose what each staff member can see and doGive someone just the website, just your people, or more, with roles you can edit, and change what they can open any time.
- Run giving reports and exportsGive your treasurer giving by fund, month or donor, and download every donation as a spreadsheet.
- Print year-end giving statements for your donorsPrint every donor's giving statement for the year in one go, or open one donor's when they ask for it.