JADE FUNDS HELP CENTER
Your team & settings
Invite colleagues, understand access, and manage your own settings.
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Browse all help- Invite a colleague to your churchSend an organization invitation and assign the roles the person needs.
- Understand roles and accessKnow why two colleagues may see different accounts, actions, or budget tools.
- Update your profile and switch organizationsManage your own name and time zone, and choose the organization you are working in.
- Set up an authenticator appAdd sign-in verification and save your recovery codes before you need them.
- Import and export your church’s dataUse the Data workspace to preview imports and download records you are authorized to export.
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