Permissions and Roles

Permissions and Roles

Overview

Q&A access in TimelyChurch is controlled by two distinct gates that work independently:

  1. Admin permissions (role-based) -- who can create, edit, archive, or delete a Q&A session in the admin portal.
  2. Host PIN (knowledge-based) -- who can moderate a live session from the host panel.

These gates are independent. A user with admin permissions does not automatically pass the host PIN gate, and a person with the host PIN does not need admin permissions to moderate -- they just need the 6-digit PIN.

This page documents both gates and how they map to common roles.

Admin Permissions

Q&A has its own dedicated permission group, separate from Events -- granting someone Events access does not grant them Q&A access, and vice versa. Each protected action in the admin portal checks a Q&A permission:

Action Required Permission Effect
List Q&A sessions, view a session detail page View Read-only access to all Q&A sessions for the church.
Create a new Q&A session Create Plus the church plan must include the Live Q&A feature (Growth or Pro) and the active-session quota must not be exceeded.
Edit settings, regenerate join code, change status Edit Includes archiving, reopening, and pausing sessions.
Delete a Q&A session Delete Permanently removes the session with its questions and votes ("All questions and votes will be permanently removed.").
Moderate questions from the session page, see and copy the Host PIN, regenerate the Host PIN Moderate The Host PIN is shown on the session page only to roles with Moderate, because the PIN opens the host panel.

Note: Moderating and changing the Host PIN are their own Moderate permission, separate from Edit.

The Q&A admin area lives under Q&A in your admin sidebar. The entire section also requires your church's plan to include the Live Q&A feature; on a plan without it, the Q&A item is locked and leads to the upgrade page.

Permissions are enforced per-church. A Church Admin in Church A has no Q&A access in Church B unless explicitly granted there.

Common Role Mapping (Default Roles)

By default, the only built-in role that can manage Q&A is Administrator (full access, Q&A included). The other default roles -- such as Finance Admin, Team Leader, Team Member, and Member -- do not include Q&A access, so they cannot open the Q&A admin pages until you explicitly grant them Q&A permissions in the role editor. If you create a role from the Executive Administrator template, it includes full Q&A access.

Role View Create Edit Delete Moderate
Administrator Yes Yes Yes Yes Yes
Finance Admin No No No No No
Team Leader No No No No No
Team Member No No No No No
Member No No No No No

Roles are configurable per-church, so the actual matrix at your church may differ. To give, for example, a media volunteer the ability to create and run Q&A sessions without making them a full Administrator, open Administration > Roles & Permissions in your admin sidebar, edit their role, and set the Q&A Sessions row -- pick a level (None, View, Edit, Full Access) or tick the individual actions (view, create, edit, delete, moderate). Each role also has a scope (All, Team, or Self).

Their teams roles: Q&A sessions belong to the whole church, so a role whose reach is Their teams (Team Members scope, like the default Team Leader) cannot use the Q&A admin pages once team reach takes effect -- even if Q&A is ticked. Use a Whole church (All Records) role for people who run Q&A. See Roles & Permissions.

Host PIN (Moderation Gate)

The host panel is not protected by role-based permissions. Any device that knows the session's 6-digit Host PIN can authenticate and moderate. This is by design: it lets a pastor hand off moderation to a volunteer mid-service without provisioning admin accounts or assigning roles.

One exception: someone who is signed in with a role that can view Q&A but does not have Moderate is turned away from the host panel, even with the correct PIN -- their role says they don't moderate, and a PIN they happened to learn does not override that. Volunteers with no Q&A permission at all still host with the PIN as before.

How the PIN is Used

  1. The first time a device opens the host panel, it is challenged for the PIN.
  2. On a correct entry, that device is marked as authenticated for that session, and is treated as a host for that session only.
  3. The host session is session-specific -- entering the PIN for Session A does not grant moderation access to Session B.
  4. Host access persists for the life of that browser session. Closing or archiving the Q&A session ends moderation access.

Regenerating the PIN

If the PIN leaks (for example, a volunteer shares it outside your moderator team), anyone whose role has the Q&A Moderate permission can regenerate it from the session detail page. Regenerating immediately invalidates the existing PIN -- anyone who was relying on the old PIN will be re-challenged and must enter the new one.

Practical Implications

  • Admin permissions are not required to moderate. A volunteer with the PIN can run the queue from their phone while the pastor speaks.
  • Admin permissions alone do not open the host panel. Even an Administrator must enter the PIN the first time they open the host panel for a session. (Roles with Moderate can also moderate questions from the session page in the admin portal without the PIN.)
  • Display View has its own gate -- a 32-character display token in the URL. See Display Token and Security for that flow.

Public Participant Access (No Login)

The participant-facing pages are completely unauthenticated -- anyone with the join link or join code can take part:

  • The code-entry page, where participants type in the session's join code.
  • The direct join link, which opens the session straight away.
  • Submitting a question, voting on a question, and casting a poll vote.

These actions are protected by per-device rate limits (see Rate Limits and Abuse Prevention) and by the optional block participant flow from the host panel. There is no participant login; each participant is recognized by the browser on their own device.

Recommended Setups

  • Small church / single-pastor: The Administrator role already covers Q&A. The pastor uses the host panel from their phone with the PIN. Display View runs from a separate browser tab with the display URL.
  • Larger church / dedicated AV team: Pastor has the Administrator role. AV volunteer has only the PIN for that Sunday's session -- no admin account needed. Display View URL is preloaded in ProPresenter. If a volunteer needs to create sessions themselves, grant their role the Create / Edit Q&A permissions instead of giving them full Administrator -- and Moderate too if they will also host while signed in.
  • Multi-campus / association: Each campus has its own church record with its own role grants. Q&A sessions are church-scoped; cross-campus moderation is not supported by design.

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