Basics

• MinistryPlatform contains tools that are designed to streamline accomplishing specific tasks in MinistryPlatform. These tools are accessible on various pages from the Tools menu. In order to use the tools, a user must belong to a Security Role that permits access to each tool.
• In addition, MinistryPlatform comes loaded with close to 200 reports.
• Both tools and reports can be made accessible in a Security Role with similar steps.
• After adding a Tool and/or Report to a Security Role, ask the User to log out and then log back in to access them. And if that doesn't work, have them clear their cache.

• Remember that Security Roles stack like layers. It is perfectly appropriate to create a Security Role that provides access to all tools, but no Reports and no Pages. You can also tailor these roles however you want. That being said, be sure to consider ways to maximize each role so you don't end up with 200 custom roles that become a hassle to manage.

Add Tools and Reports to a Security Role

1. Go to Administration > Security Roles.
2. Select a Security Role you want to add this tool to (or create a new role).
3. Click on either the Tools Permitted or Reports Permitted sub-page.
4. Click Add.
5. Select the desired tools or reports.
6. Click Save.
7. If needed, add the appropriate Users to this Security Role.

Find All Roles for a Report

1. Navigate to Administration > Role Reports.
2. Use Basic Search to find the Report.

Remove Report from a Security Role

1. Go to Administration > Role Reports.
2. Find the Report/Role combination you wish to delete.
3. Open the record.
4. Click Delete and confirm the deletion.