Getting Started with Ecclesly

Welcome to Ecclesly! This guide will walk you through setting up your church account and getting your team started.

Quick Start Guide

Follow these steps to get your church up and running on Ecclesly.

1

Create Your Account

Visit app.ecclesly.com/signup and sign up with your email address. You'll provide your church name during registration.

2

Configure Organization Settings

Go to Settings to add your church's address, phone number, website, and upload your logo.

3

Set Up Your Funds

Navigate to Finance → Funds to create donation categories like General Fund, Building Fund, and Missions.

4

Add Members

Go to People → Members to start adding your congregation. You can add members individually or import from a CSV file.

5

Invite Your Team

Go to Settings → Staff to invite team members and assign appropriate roles and permissions.

Organization Settings

Your organization settings contain information that appears on reports and donor statements.

What You Can Configure

  • Organization Name - Your church's official name
  • Logo - Upload your church logo for branding
  • Address - Physical address for your church
  • Phone & Email - Primary contact information
  • Website - Your church's website URL

Staff & Roles

Ecclesly uses role-based access control to manage what each team member can access.

Adding Staff Members

  1. Navigate to Settings → Staff
  2. Click Add Staff
  3. Enter their name and email address
  4. Assign a role to control their permissions
  5. Assign which campus(es) they can access
  6. They'll receive an email invitation to set up their account

Role-Based Permissions

Each role has specific permissions that control access to different features:

  • View/Create/Edit/Delete permissions for members, donations, and expenses
  • Accounting access for chart of accounts, journal entries, and reconciliation
  • Report access for viewing financial and giving reports
  • Settings access for managing organization configuration

Global Admin

Global admins have full access to all features and can manage all campuses.

Campus Management

If your church has multiple locations, you can set up separate campuses to track members, donations, and finances for each location.

Setting Up Campuses

  1. Navigate to Settings → Campuses
  2. Click Add Campus
  3. Enter the campus name and details
  4. Set one campus as your primary location

Campus-Specific Data

Each campus can have its own:

  • Members assigned to the campus
  • Donations tracked by campus
  • Expenses and journal entries
  • Staff with campus-specific access

Security Settings

Ecclesly provides security features to protect your church's data.

Two-Factor Authentication

Enable two-factor authentication (2FA) for an extra layer of security:

  1. Go to your profile settings
  2. Click Enable Two-Factor Authentication
  3. Scan the QR code with an authenticator app (Google Authenticator, Authy, etc.)
  4. Enter the verification code to confirm setup

Audit Logs

Ecclesly maintains audit logs of all system activity, including logins, data changes, and permission updates. Access audit logs from Settings → Audit Logs.

Member Management