Entity administration

Manage church entities, users, roles, period locks, and cohort-level reporting for this prototype.

Sample Church · Atlanta, GA

Entities

Parent churches and their child campuses.

Entity	Type	City	Campuses
Sample Church	parent	Atlanta, GA	2
↳ Sample Church — East Campus	child	Atlanta, GA	1
Cornerstone Fellowship	parent	Charlotte, NC	1
Sample Community Church	parent	Jacksonville, FL	1

Name	Email	Role	Entity	Status
Renita Blake	r.blake@sample.example.org	Finance administrator	Sample Church	Active
Samuel Ortiz	s.ortiz@sample.example.org	Finance reviewer	Sample Church — East Campus	Active
Pastor Diane Hall	d.hall@sample.example.org	Church administrator	Sample Church	Active
Board chair — T. Whitfield	t.whitfield@sample.example.org	Board viewer	Sample Church	Active
Coach — J. Alvarez	j.alvarez@stewardshipcoach.example.org	Coach	Sample Church	Invited

What each role can do in this prototype.

Role	Enter transactions	Approve reports	Manage users	View all entities
Finance administrator	Yes	No	Yes	Yes
Finance reviewer	Yes	No	No	No
Church administrator	No	Yes	Yes	Yes
Board viewer	No	Yes	No	Yes
Coach	No	No	No	Yes

Whether a reporting period is open for entry or closed against edits.

Toggles controlling how this church's data is grouped for comparative and cohort reporting.

Aggregate reporting across entitiesInclude child campuses in cohort rollupsShare benchmarks with coach

Southeast church cohort — prototype grouping, no real benchmarking network connected

Entities, users and settings are synthetic prototype records held only in this session