Roles and access

Each person on your committee has their own personal login to InflowBooks. What they can see and do depends on the role you give them. This keeps your records safe while letting the right people do their work.

The roles

Every committee login is given one of these roles. The table below shows what the four main roles are allowed to do; the Cluster leader role, explained after it, is a narrower login scoped to one cluster of houses.

What they can do	Administrator	Treasurer	Cashier	Member
View members, payments and reports	Yes	Yes	Yes	Yes
Record payments and collections	Yes	Yes	Yes	No
Edit or delete records	Yes	Yes	No	No
Record expenses	Yes	Yes	No	No
Add members	Yes	Yes	No	No
Import and export data	Yes	Yes	No	No
Change Settings	Yes	No	No	No
Manage the committee	Yes	No	No	No

The roles explained

Administrator

Has full access, including Settings, committee management, all finances, and importing or exporting data.

Treasurer

Can record payments and expenses, add members, import and export data, and view reports. Cannot change Settings or manage the committee.

Cashier

Can record payments and collections and issue receipts, but cannot edit or delete them, add members, or reach any other area. Ideal for someone who only collects money at the counter.

Cluster leader

Sees only their own cluster of houses and records what they collect door to door. Each entry stays "awaiting deposit" until the treasurer confirms the cash was handed over. Available when House clusters are enabled.

Member

Read-only access. Can view members, payments and reports, but cannot record or edit anything.

Your own roles

When none of the built-in roles fits, an administrator can make one. A secretary who keeps the register, notices and certificates but should not change payments is the usual example.

1. Open Settings, then Roles and permissions, and choose New role. To begin from a built-in role, choose Duplicate beside it instead.
2. Give the role a name, then choose a level for each part of the app: None, View or Manage. Money in also has Record, for someone who records payments and issues receipts but does not correct them.
3. Under Extra care, choose whether the role may delete records, import and export data, see who received help, or work only in their own cluster.
4. Read the list beside it, which says in plain words what the role can and cannot do, then save.
5. Give the role to a person under Committee logins. It applies the next time they open a page.

Settings, committee logins and roles are never part of a role you make: only an Administrator reaches them. Built-in roles cannot be changed, so the help pages always match them. To delete a role that people have, choose the role they move to; both happen together.

Administrator-only areas

Some parts of InflowBooks are reserved for administrators. These are Settings, Committee logins, the activity log and the sign-in log. A Treasurer, Cashier or Member will not see these areas.

Giving someone access

1. As an administrator, open Settings from the menu.
2. Open Committee logins.
3. Add the person you want to give access to, using their name.
4. Choose how they sign in. Email and password gives them a one-time password to change later. Phone and a one-time code sends a fresh code to their number every time they sign in, with nothing to remember.
5. Pick the role that suits them: Administrator, Treasurer, Cashier, Cluster leader, Member, or one of your own roles. Each choice says in one line what it allows. For a Cluster leader, or a role of your own that works in one cluster, also pick the cluster.
6. Share the sign-in details shown on screen with them.

A person's role is not permanent. An administrator can change someone's role at any time, or disable their access if they leave the committee, without losing any of the records they helped create.

InflowBooks staff

Separately, InflowBooks staff hold a super-admin role that is used only to set new masjids up. They are not part of your committee and do not take part in your day-to-day records.