MiaChiesa
IT

Guide centre · 29 guides

People and groups

Everything MiaChiesa can do for your community, in short guides with real screenshots. No technical jargon.

Results

Tutorial · People and groups

Add a person to the directory

Create a record with the necessary data and check for duplicates before saving.

9 min

Tutorial · People and groups

Remove a record or erase personal data

Take a person off the community registry (reversible) or erase their personal data on request, under the GDPR.

3 min

Tutorial · People and groups

Link an account to its registry record

Join a person’s MiaChiesa account and their registry record, starting from the person’s panel or from the record.

4 min

Tutorial · People and groups

Convoke a group, take attendance and read the recap

Create a convocation for the group, collect confirmations, mark who is present on the day and review the turnout.

6 min

Tutorial · People and groups

Export registry records

Download the community’s records as CSV, all of them or only the filtered ones, with details, consents and custom fields.

2 min

Tutorial · People and groups

Create a role with custom permissions

Duplicate a preset role or start from scratch, choose None, View or Manage for each feature, compare roles and delete the ones you don’t need.

6 min

Tutorial · People and groups

Add several people to a group at once

Select several people in Parishioners and add them to a group in one step, choosing each person’s role.

3 min

Tutorial · People and groups

Archive, restore or delete a group

Set aside a group that is no longer active while keeping its data, reactivate it when needed or delete it for good.

3 min

Tutorial · People and groups

Assign catechists to groups

Review the catechist overview and prepare an assignment from the group.

6 min

Tutorial · People and groups

Assign a collaborator role

Open an existing person, choose a role and review its permissions and scopes before confirming.

4 min

Tutorial · People and groups

Block or unblock community followers

Stop someone from following the community again and, when needed, lift the block from the Blocked people list.

3 min

Tutorial · People and groups

Link people in the same family

Attach an existing record to a household without duplicating the directory entry or granting implicit account access.

4 min

Tutorial · People and groups

Compose catechism groups

Distribute requests in a reviewable draft with a manual placement and publish only after review.

6 min

Tutorial · People and groups

Review event registrations

Find a registration, distinguish approval and payment states, read collected answers and export the active list.

8 min

Tutorial · People and groups

Create a group and invite members

Configure the group, choose useful modules and invite people from the guided workflow.

9 min

Tutorial · People and groups

Create GrEst teams

Review ratios and participants and prepare a new team.

6 min

Tutorial · People and groups

Manage after-school enrollees

Filter the roster, open a record and handle sensitive profiles only with the required access.

6 min

Tutorial · People and groups

Manage GrEst participants

Read statuses, payments and documents and open a participant record.

6 min

Tutorial · People and groups

Import records from Excel or CSV

Upload an existing register, including parents and baptism, check how the columns are matched and import the valid rows, skipping duplicates.

8 min

Tutorial · People and groups

Invite people in your records by email

Invite people in the registry who are not yet linked to create a MiaChiesa account, all at once or one at a time.

3 min

Tutorial · People and groups

Invite a collaborator and approve access requests

Invite someone to the staff by email or with a link, with the role already chosen, and decide on requests from people offering to help.

5 min

Guide · People and groups

Group limits

How many groups your plan allows and how each group’s monthly counters for appointments, notices and events work.

6 min

Tutorial · People and groups

Edit or remove a collaborator’s role

Change the role of someone already on the staff, or remove the role while keeping their account active.

3 min

Tutorial · People and groups

Record a paper consent or a GDPR request

Record in the registry a privacy consent the believer gave on paper or verbally, and log the GDPR requests you receive.

4 min

Tutorial · People and groups

Record a sacrament in a record

Add baptism, communion, confirmation, marriage and the other sacraments to a person’s record, with the parish register details.

4 min

Guide · People and groups

Require two-factor authentication for collaborators

Make two-factor authentication mandatory for every collaborator or only for leadership roles, and check who still needs to turn it on.

2 min

Tutorial · People and groups

Remove a person from the community

Remove someone who follows the community in the app. They can follow again; groups, registrations and registry records stay unchanged.

2 min

Tutorial · People and groups

Two parish offices in a pastoral unit: the role scope

In a Merged pastoral unit, create a role that applies only in some parishes and give it to the people who work in a single parish office.

6 min

Tutorial · People and groups

Find possible directory duplicates

Compare names and contact details before creating a second record, using the directory’s real search.

4 min

Glossary

The terms you see in the app, explained in plain language.

Open the glossary

Printable guides

Every guide has a PDF to download, print and share with your team.

Choose a guide to print

Webinars

Live sessions and recordings to get to know MiaChiesa and explore its features.

Explore webinars