Invite Other Admins To Manage A Collection

From the onset, you'll see several Collections pre-populated in your Dashboard to help give you a vision of what you can use Nucleus Posts for. Think of each Collection as communications for a single ministry. Now think of how many ministries you have at your church. And for each of those ministries, it's very likely they all have their own separate person leading them. As such, it's very likely that you'll want each ministry leader to help manage their own Collection, to help write and manage their own Posts for their own Audience and Subscribers.

So unless you're truly a one person show - in which, may the odds be ever in your favor - let's take a look at how you can invite others to help manage Nucleus Posts with you.

To get started, in your Posts Dashboard, click Manage in the main menu and select Collections.

Then, click on the Collection you want to invite an admin specifically to help with.

Note: This guide will focus on inviting an admin to manage a specific Collection only. For a more general guide on how to invite an admin to help manage Posts on a whole, click here.

In this guide, we'll cover the following topics. Click on any one to jump ahead.

A Reminder About Unique Login Credentials

Before continuing, it's important to note how login credentials function within Nucleus.

First, every login created for Nucleus also creates a personal My Nucleus account.

Second, anyone with a login can be invited to help manage your church's Nucleus account. They can use the same unique login to access both your church's account and their personal account.

Note: You can also invite someone who doesn’t yet have a Nucleus login. Once you send an invite email to them, they’ll just be prompted to create a login before being able to access your church’s Nucleus Dashboard.

Because each login has a personal My Nucleus account associated with it, we strongly recommend not creating logins that use a generic church email, or sending admin invitations to generic church email addresses.

Doing so presents opportunities for personal information of an admin to be associated with that account, which a future admin who takes over their position can then potentially see. (This could include giving history, payment methods, prayer requests, and more.)

Note: For a more in-depth review about Nucleus Accounts and unique login credentials, check out this guide, and then come back to this one.

Invite Admins & Set Access & Permission Levels

While viewing a specific Collection, click Admins.

Next, click + Add New. Then enter the admin's first and last name, and their email address.

Once you've entered the email address, other options will appear below to grant the admin specifically admin access and permission levels for this particular Collection.

[screenshot of everything already selected, with the access level dropdown menu open]

Manager — Access to view and manage everything in this Collection, including admins.

Assistant — Default access to view, manage, and publish most things in this Collection except manage admins.

Volunteer — Default access to view, create, and edit post content in this Collection (no archive or delete).

By default, there is always an option to choose the level of permission an admin has access to regarding people records. If this admin will only be accessing Nucleus Posts, they will not need anything higher than View Only. But if they will have access outside of Nucleus Posts to things like Messages (where they can manage their Collection's Smart Campaign and communicate with their Subscribers and Audience), it could be helpful for them to have a higher permission level.

Once you're happy with the access and permission levels, click Invite.

Send An Invite Email To The Admin

After you’ve set up the initial access and permission levels, it’s time to click the Invite button.

At this point, an email will have been sent from hello@nucleus.church to that person’s address.

Clicking the Accept Invite button will open a new tab in their browser with a place to login to access your church's Nucleus account.

If they've already created a personal My Nucleus account with that email address, they can login directly there.

If they've never created a login yet, they can click the create an account link and follow the prompts on the screen.

Be sure to advise each new admin who accepts your invitation to check their email again for another message from Nucleus to verify their email address. This is super important, as verifying your email address is necessary for security purposes and also ensures each admin can enjoy the full range of their specific admin access levels and permissions.

If you're unsure whether an admin has accepted the invite, you can always check the status in your list of Posts Admins here. If they’re yet to accept the email invite, their status will be Pending. If they’ve accepted it, it will say Active.

If the email has gotten lost in the admin's inbox, you can always click the Resend Invite button.

Of course, you can also revoke someone’s admin access if they no longer require it. Simply click the down arrow beside the Edit Access button and select Revoke Access.


What Next?

If you're looking for a bit more information on how to manage your admins in Nucleus Posts in general, click the following guide 👇

Otherwise, here are some other visual guides on how to better manage and utilize Collections:

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