Using eDisciples as a Leader

Church leaders will be able to add, edit, and delete content.

You can select the permissions when creating a new church leader. The leader will only be able to make changes to the features they have received permission for.

You will also have the option to specify which groups the leader can manage.

The leader will be able to select the Enabled Features on the Settings page.

Using eDisciples as a member

Using eDisciples as a church member will allow you to view the following options in the dashboard:

  • Members
  • Communication
  • Content (News and Events, Playlist, Lyrics)
  • Planning (Roster)

Church members will not be able to make any changes to these features, however, members will be allowed to like, comment and RSVP to news and events.

Leaders will have the option to allow members to view the Members page are

Add notes

This feature will allow all church leaders to view and add notes.

You can add notes by navigating to Members, and click on the ellipsis dotted button next to the congregant.

Please click on View.

You will now be able to click on the Notes button.

This will display a text-box that will allow you to add notes.

This will only be visible to church leaders.

View Member Activity

You can view the members activity by Clicking on Members.

Click on the ellipsis dotted button next to the congregant. This will display a dropdown where you can select View to view the congregants information.

Clicking on the activity button will now display the Members activity on the app.

The activity log will display the following activities:

  • RSVP
  • Check in

Overview – Roster

The Roster feature allows you to create new daily schedules.

You can click on the task to view the preferred task

To find more information on how to add tasks, please click here.

To find more information on how to view/edit/delete daily tasks, please click here.

Overview – Tasks

Click on Planning and then on Tasks to open the tasks page.

The tasks feature will allow you to add new tasks and assign these tasks to other leaders.

You will also be able to add a due date and description to these tasks.

You can filter these tasks to display All Tasks or only My Tasks.

Clicking on the second dropdown will allow you to change the status of these Tasks to display the following:

  • Pending
  • Complete
  • All

Add New Tasks
Edit/View/Delete Tasks

What are Households?

A household consists of one or more members who live together.

Households are automatically created when adding new members, however, you can also create this manually.

You can find the households feature under Members and click on Households.

You should now see all your Church households.

To find more information on how to add households, please click here.

To find more information on how to view/edit/delete households, please click here.

Edit/View Households

To view, edit or delete a Household, simply click the menu icon on the right side of the chosen household and simply click View/Edit/Delete

View Household

You view the household by clicking on the View option.

Edit Household

Clicking on the Edit button will allow you to change the Name, Primary Member and Members for this household.

Delete Household

Clicking on the Delete button will open a popup that will allow you to confirm or to cancel deleting this Household.

Adding new Households

You can add new households by navigating to Members and then click on Households.

From here you can click New Household.

A popup should now appear when you can add the following:

  • Name – Add a name for the new household
  • Primary Member – Select a primary member in the dropdown
  • Members – Add all household members

Click on Create Household

Households