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Controlling Visibility

When you first start using Mobile, you may notice that certain things are not appearing like you expected or that too much is showing up for people who shouldn't see it. Below we address some of the common concerns that pertain to visibility of information in the mobile application.

Some Common Questions:

Q: How do I get everything to show up for the pastor?

Q: How do I enable follow up requests for my team? 

Q: How do I keep non-staff from seeing too much?

Q: How do I keep some areas hidden for specific staff members?

Q: Why isn't a persons information displaying in mobile or portal?

How do I get everything to show up for the pastor?

Often, a church will want to get staff up and running with the application first. Sometimes, when staff members or pastors load the application onto their devices, they may notice that they are not able to see all of the information that others can. Certain menu items may are not there or maybe certain things are not appearing in the directory. 

In many cases, you will want a pastor to be able to see everything in the application, but they may not be set up to do so. Below we explain how to change their settings.

See Everyone in the Database (even those NOT in the directory)

  1. You can be granted permission to view people who are not included in the directory IF you have a security role (such as Admin, Power User, etc.) that includes authorization to “PORTAL & MOBILE - View private information.”  If someone has the role of Admin, they automatically have the authorization to view private info. You can check someone's security role on their entry on the People screen under Security.
  2. While doing this, you'll also want to confirm that they are listed as a staff member and checked to be assigned follow ups under the Other Options area of the People screen. However, this field does not impact what can be viewed in Portal and Mobile.
  3. If you are not sure whether their security role grants access to private information, check their Security Settings:
    • In Database from the Home screen click on Common Tasks > Manage Security Settings. Select the person's security role, then go to the Portal & Mobile section and check the view for “PORTAL & MOBILE - View private information.” Green = permission granted, Red = permission denied. 
  4. If the pastor is listed with a security role that grants permission to PORTAL & MOBILE - View Private Information, they should be able to see everyone in the database and see private contact information in the mobile application and the web portal.

See All Menu Items

To see all menu items:

  1. The user must be logged into the app (not just have it downloaded). Sometimes all that's needed to make the additional menu items appear is to log in.
  2. Make sure everything you want them to see is activated. If you want them to see the Giving tab, you must have Giving activated. If you want them to see the Media Center tab, you have a media center setup. You can check your giving settings Under Options > Online Giving and Payments. You can check you Media Center setup at Options > Mobile Options > Media Center.
  3. Once you've made sure that all of the menu items you want to appear will be visible, you must then make sure that the pastor's role must permit them access to all menu items. If the pastor has not been assigned a role that allows for universal access in Mobile, either give them a new role, give them a copied role and increase permissions, or change permission settings for their current role. Below shows a permissions entry with full access.
  4. If all menu items are setup and the pastor is logged in with a security role with full Mobile permissions, then all menu items should be visible.

How do I turn on Follow-Ups for my team?

The ability to edit/add follow up requests appears within the Directory of the ELEXIO Mobile App. If enabled, it is the right-most tab, displaying a clipboard with checkbox icon.

  • As in the above example, from the Home screen, navigate to Common Tasks > Manage Security Settings, and select a given security role.
  • Expand Portal & Mobile, and you should see 'Follow Ups' Listed towards the bottom of the screen (highlighted in orange below).
    Follow-Up Permissions

  • At the minimum, we suggest that both "View" and "Edit" should be selected (green). If you'd like your team to add follow ups from Mobile, ensure "Add" is enabled as well. 

 

How do I keep non-staff from seeing too much?

Similarly, you can be denied permission to view people who are not included in the directory if you have a security role that does not include authorization to view private information.

When someone sets up an account on their own, they are assigned the role of Portal & Mobile or Portal & Mobile (limited access). Unless upgraded by an admin, users will have one of these roles. Shown below are the settings we recommend to ensure that people with those roles don't see information they shouldn't in Elexio Mobile.

Portal & Mobile

Portal & Mobile (limited access)

How do I keep some areas hidden for specific staff members?

Just like the other categories, this is determined by that user's Security Role permission settings. To modify what they are able to see, either give them a new role, give them a copied role and change permissions, or change permission settings for their current role.

Why isn't a person's information displaying in Portal or Mobile? 

In order for someone to show up in the online directories in Portal and Mobile, they must meet two criteria:

  • They must have a status that is included in the list of Status codes that are authorized to appear in the directories.
  • They must have "Include in public directory" set in Portal.
  • Click on the related help article for additional information on a person not displaying on Portal or Mobile - http://help.elexio.com/database/portal/noshow.
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