Church Demographic Specialists Office: 877-230-3212 Fax: 949-612-0575 Regional Agency Administrator User Guide v4 The Agency Administrator/s position in the MissionInsite System provides each MissionInsite client the ability to self manage a variety of services provided to the client. An agency may have multiple persons serve as an Agency Administrator. Each Agency Administrator has access to the management functions below. The Agency Administrator receives an auto generated email each time a local church user registers for their church. These services are managed in the Agency Admin section of the client password protected study area. Agency Admin Tab The initial Regional Agency Administrator is set up by the MissionInsite Representative which provides the client access to the Agency Admin Section. See Users section to add additional Agency Administrators. The Agency Admin Section currently has eight administrative areas. Additional areas may be added. Agency Info The Administrator is asked to complete and keep current the agency information including web site and agency contact email address. Church Info This area includes address and contact information that was provided to MissionInsite to locate churches on the study map. Locations Agency Administrators have the ability to edit and delete church records. This includes adding missing information and changing addresses. When an address is changed and saved, it will change the location of the church on the map. Please check the church location on the map to make sure the edit has been completed and the church has been moved to the new location. Corporate Office 101 Pacifica, Suite 380 Irvine, CA 92618 Page 1
Administrators also have the ability to manually move a church to the correct location on the map. Navigate to the current church location. Right click mouse and then left click on Identify Church. A marker will appear next to the church. Left click on the marker to view the information in the church record for that church. A new window will open. At the bottom of the window there is an option to Manually Move Church. Left click on Manually Move Church and follow directions to move the church to its correct location. Often, the Satellite Hybrid map view is helpful in selecting the correct location. To delete churches click on the church Delete button located on the Church Info screen. IMPORTANT: To add church locations: Email the information to your MissionInsite representative or Client Relations Manager. Accurate Church Location List To check the accuracy of your church locations an agency user can create a list of the churches in a selected geography. This is especially helpful when the agency has sub geographies in their study such as Districts, Associations, Deaneries or Regions, etc. Page 2
Labels All of the church locations on the map have labels. If a location label does not appear, there are two reasons for it not displaying. (1) First, the name is too long. You can edit the name and save the shorter name. This usually resolves the issue. (2) A second reason is when the locations are so close that one label blocks another. Then one of the locations needs to be manually moved to eliminate the conflict. This procedure is outlined in the Locations section above. Users Here the Agency Administrator can add, edit and delete agency users. Each information box must be completed to register a user. Each email address must be unique to the user and cannot be used for multiple users. Do Not Check the aa Agency Admin box for a new user unless you want them to assist you as an Agency Administrator and have administrative rights to add, edit and delete users. Remember, each Agency Administrator will receive an email notification following a new local church user registration. To add an additional Agency Administrator you must check the aa - Agency Admin box before saving the record. The ca Church Admin box is checked when you assign the Church Administrator rights to a registered local church user to administer PeoplePlot (formerly congregant plot) for their church. See Using PeoplePlot below. Local Church Users All local church users self register on the Church Registration page using the Agency Account Number. If a local church user serves multiple churches an Agency Administrator can add the additional churches to the user account. Navigate to the church with the user s registration and add the church/s they serve by checking the box next to those churches. Scroll to the bottom of the page and click save. If a local church registered user moves to another church within the agency you can move their registration by navigating to their current church, click on their account, uncheck the box for that church and check the box/s for their new church/s and save. Providing a local church user agency level access. Navigate to the church with the user s registration and add the agency level access by checking the box with the agency name. Scroll to the bottom of the page and save. Each registered user only needs to register once. Page 3
Activating a registered Local Church User as a Church Administrator for PeoplePlot 1. Each church needs a Church Administrator/s to manage the PeoplePlot feature for their church. The Church Administrator/s are the ONLY user/s with access to upload people data, create, print, save corresponding PeoplePlot lists and create mailing lists for selected geographies. 2. All regional users and registered users from the congregation may view people data that is plotted. PeoplePlot administrative functions are limited to the local Church Administrator/s to maintain the confidentially of church information. 3. A Regional Agency Administrator designates a local church user as a Church Administrator by selecting Agency Admin and clicking on Users. 4. Choose the appropriate church by clicking the dropdown tab under Create User. Select the registered user/s to be designated Church Administrator/s. 5. Then check the box for ca - Church Admin (Illustrated in the graphic below) and save. 6. This provides the church user with administrative rights to upload and manage their congregation list as illustrated in the Compare Your Congregation to your Community directed study on the Welcome Screen and in the Using PeoplePlot section below. Registered User Report This area provides the Agency Administrator/s a view of the activity of all of the registered users for the study. The report for each user includes the date they registered, the number of times they have logged into the study and the date of their most recent login. Each of the columns is searchable by clicking on the column header. Administrative Users may also create a printable Excel file of the Registered User Report on this page. Usage Report This area provides the Agency Administrator/s a view of the number of reports downloaded each month, the total number of reports downloaded each year and the total number of new users registered each month. Page 4
Activate PeoplePlot Mosaic Profile This function is designed to be activated automatically when the people file is uploaded. If for some reason the Mosaic Profile is not activated then this area provides the Agency Administrator/s the ability to manually activate the congregant Mosaic profile for any congregation. If this profile is not displaying in the Client Info tab of Build a Report or in the ComparativeInsite report then select the church name from the drop down list and click the Activate button. Email Lists This function allows you to send emails to your registered users. You can select all of your registered users or only your church administrators. Additional Support For additional support documents and video resources and contact information please consult the Help tab, at the top left of the map screen. Contact us includes Live Chat. Your MissionInsite Team Page 5