Gloo accounts are set up so that you can add an unlimited number of team members to your account and customize their permission levels based on the access they need to the account. You can also manage and adjust their permissions and remove team members at any time.
How to invite new Team Members
In the mobile app tap Account -> Team
Tap the + icon in the top right corner.
Enter a First Name, Last Name and Email Address for your new team member.
Select the desired permission levels. If the Account Administrator toggle is turned on, the team member will have access to all features of your Gloo account. If you toggle this off, you'll be able to select any combination of individual permissions. You can read more about those below in the Role Descriptions section of this article.
When you're finished, tap Invite User to send the invitation.
How to remove Team Members
In the mobile app tap Account -> Team.
Locate the Team Member you'd like to remove and tap the 3 dot menu on the right, then tap Remove.
Confirm your change by tapping I'm Sure.
How to edit Team Permissions
In the mobile app tap Account -> Team.
Locate the Team Member whose permissions you would like to change, and tap the 3 dot menu on the right, then tap Change Permissions.
If you would like that Team Member to be an administrator that can do anything in the account, just toggle that switch on.
If you would like that Team Member to only have specific permissions, toggle the administrator switch off and select only the permissions you'd like that Team Member to have. Descriptions of each are spelled out below.
When you're finished making edits, just tap Save at the bottom.
Whoever initially sets up your Gloo account will automatically be an Account Administrator. Every account must have at least one person with this permission level. An Account Administrator automatically has full access to the account and can access any feature- everything will be greyed out meaning none of it can be turned off, so think of this as an all or nothing option. This permission level can be toggled on or off under the team member's name.
When a team member is not an Account Administrator, you can configure any combination of permissions for them. Many permissions are split by feature- maybe you want a particular team member to be able to interact with Explorers, but not have access to the church communication features like Broadcasts and Series, or vice versa. Maybe you want your Youth Pastor to only be able to interact with youth in the church and not the entire congregation. You can set up permissions for each team member to reflect exactly what they need access to in your account.
Group Specific Permissions
The first 5 permission levels allow you to customize which groups of people in your account a team member can interact with. These permissions can be given to a team member effective for all groups, or you can use the "Specific Groups" option to only let the team member use that feature to interact with specific groups.
Let's say, for example, you add a team member who is your youth pastor, and he also oversees your small groups You only want him to be able to interact with youth and small group leaders at your church and not the entire congregation. Simply configure his settings so that all of these features are only turned on to include people in the "youth group" and "small group leaders" groups in your Gloo account.
For a full description of each of these 5 features, see the sections below.
This permission enables a team member to view, assign, and respond to messages from people in groups they have access to in the All Messages Inbox.
Prayer Requests Inbox
This permission enables a team member to view, assign, and respond to prayer requests from people in groups they have access to in the Prayer Inbox. Note that in mobile, this is combined under the main Inbox, but users with only this permission can only view the Prayer tab of the Inbox.
This permission enables a team member to view and export the Stories submitted by people in groups they have access to in your Stories Inbox under the Engage menu. Stories are currently only available in the web version of Gloo.
This permission enables a team member to send broadcasts to people in groups they have access to via the Broadcasts tab. Broadcasts can be sent to your entire account, groups, individuals, or any combination. Note that if this permission is restricted by groups, that team member will only be able to send Broadcasts to those specific groups, as well as see past Broadcasts sent to those groups.
This permission enables a team member to view and edit people in your account in the People tab under the Engage menu (currently only available in the web version of Gloo). They can also export a list of all of the people they have access to. If a team member has full access to this permission, they can also add new people individually, but if they are only allowed to access specific groups, they will not be able to add new people.
If you want a team member to be able to add large groups of people to your account through an integration or CSV upload, they'll need the "Engage Settings" permission.
View Only Permissions
The next set of 3 permission levels are related to features that you can give team members the ability to view only, or to view and create. For example, if you give a team member "Create & View" access to Keywords and Surveys, but "View Only" access to Series, they can view all active Keywords and Surveys as well as create new ones, but they can only view Series, and not create any new ones.
For a full description of each of these 3 features, see the sections below.
This permission enables a team member to view, edit, and/or create Keywords in your Gloo account.
This permission enables a team member to view, edit, and/or create Series in your Gloo account.
This permission enables a team member to view, edit, and/or create Surveys in your Gloo account under the Engage menu (currently only available in the web version of Gloo).
The last 5 permission options can only be turned fully on or off for each team member. See the below sections for a full description of each.
This permission enables a team member to view and edit anything in the Settings tab under your Engage menu. This includes Automations like Quick Responses, Customizations and Onboarding experiences, as well as integrations with your church management databases like Planning Center, Rock RMS, and CCB. Note that currently only Quick Responses are available in the mobile app- all other pieces of this section can only be edited in the web version of Gloo.
This permission enables a team member to view, assign, and respond to any conversation with an Explorer.
This permission enables a team member to adjust the account's Reach Settings. This includes pausing your account from receiving Explorers, adjusting what types of Explorers are received, and whether your account receives only local Explorers, or Explorers from all over the country.
This permission enables a team member to view all of the data under the Measure menu (currently only available in the web version of Gloo).
This permission enables a team member to complete Administrator actions in your account under the main Settings menu like updating your account information, adding and editing team members, and adjusting your billing options. If you do not have this permission level, the only thing you'll be able to view/edit is My Profile. Note that many of these settings are currently only available in the web version of Gloo.