ChMS account set up
Welcome to the learning center.
People categories, status and demographics
These first 3 videos are focused specifically on people. As you watch these videos we will step you through the process of your account set up so follow the prompts provided and also refer to the resources and help articles mentioned below each video.
Helpful linksHow to use People CategoriesHow People Categories WorkHow to Set Up and Customize People Category LayoutsHow to Create and use Custom FieldsHow to Restrict Access to Fields in Profile LayoutsHow to Restrict Access to Fields in ReportsHow to Change a Person’s People CategoryHow to see a Breakdown of People Categories
Helpful linksWhat is a People Status?Family Structure and Relationships
How to Mark a Person as a Child
Helpful linksWhat is a People FlowHow To Archive PeopleHow To Reactivate Archived People
Groups and Services
Part 2 of your Tithe.ly ChMS Account Set Up is focussing on Departments, Locations, Groups and Services. Please refer to the resources and help articles mentioned below each video.
Departments, Sub-departments and Positions
Helpful linksWhat is a DepartmentBuilding Departments & Assigning VolunteersHow to Set Up a DepartmentHow Self Assign works in Departments What is a "Reports To Person"?Why Assigning a "Leadership Position" helps with reporting?
Helpful linksWhat is Locations?Do we need Locations?How to set up LocationsHow to Merge Duplicate PeopleHow to Unmark a Person as “Not a Duplicate”How to Delete a PersonWhat Happens When You Delete a Person
Groups - Settings and Categories
Helpful linksOverview of GroupsHow to Create a GroupAdding People to a GroupHow to mark a Person as a Group LeaderHow to remove a Person from a GroupWhat are Group Categories
How to set up Group Categories How to Enable Groups in the Member Area
Final Settings and
Part 3 of your Account Setup consists of the final settings set up within your account. These setting pages are relevant to Note Categories, Member Directory, Events, Calendar, Financial, Posts, Layouts Settings. The final video talks about Access Permissions. Access permissions are relevant to roles in your church and what each role has access to when using the ChMS.
Note Categories, Directory Settings
Helpful linksWhat is a People Note?How to Set up Note CategoriesHow to Categorize Notes and Make them PrivateWhat is the Member DirectoryHow to set up the Member DirectoryHow to Give a Person Access to the Member Directory
Events, Calendar, Financial
Helpful linksEvents in Tithe.ly ChMSHow To Create an EventCalendars in Tithe.ly ChMSUsing the CalendarHow to Add a CalendarHow to Show a Calendar in the Member AreaHow to Subscribe to your Tithe.ly ChMS CalendarAll things Financial in Tithely ChMSFinancial Giving Statements
Posts, Layouts Settings
Helpful linksPosts in Tithe.ly. ChMSHow to add a Post to the Member AreaDifferent Ways to Customize the Appearance of Your Account
How to Customize the Look of Your Different Department LayoutsInformation About Assigning Departments to a Layout