Adding an admin
Go to CRM → Roles and press Add Admin. Your plan sets how many admin seats you have — the page shows how many you have used.How access works
Each permission unlocks one area. Someone with only Manage CRM sees your people; they do not see accounting, courses or the blog.Sections a person cannot use are hidden entirely
Harvest does not show a nav full of locked buttons. If an admin has no permission in a whole section, that section does not appear for them at all.
The permissions
Exact permissions shift as Harvest grows. The Permission Reference inside the Roles page always shows the current list with a description of each.
Full access
Gives every permission, including ones added later. Useful for a co-pastor or an operations lead; worth being sparing with otherwise.Owner
The person who created the church. They cannot be removed and always have full access.A practical starting point
Worship or service lead
Manage events
Discipleship lead
Create courses, AI knowledge
Treasurer
Donations, accounting, manage CRM
Communications
Write articles, post updates, branding