Navigation
Everything in UCare can be accessed easily from the navbar. As UCare is all cloud-based, it is a good idea to take note of the web address or save a bookmark the first time you log in.
Once your account has been set up, you will receive an email link to follow. Following the link, you will be prompted to create a password. It is a good idea to note or bookmark your UCare address. The address will be something like https://mychurch.ucareapp.com, where mychurch is the name for your church or whichever name you choose at sign-up.
You can enter your email address on the global sign-in page if you can’t remember the address.
On the welcome page, choose your time zone and set a password. Click continue to advance.
Mobile Apps
UCare is designed to work where you work; this means your location and device. As such, check out our apps for iOS (i.e. iPhone & iPad) and Android; for other devices, simply use your web browser to navigate to your church’s UCare address.
Dashboard
Once you sign in, you will find yourself on the dashboard; the layout will adjust to best use your device’s screen. So, if you use it on a phone, it will adapt to best fit the screen. While on devices with larger screens, it will look somewhat like the image below.
Once in use, the Dashboard will display attendance statistics, assigned tasks and upcoming events.
On the left-hand side, you will find the navbar; by default, the labels appear, but you can click the Close button to hide the labels. If you are using a smaller screen, the top-left button displays the navbar.
The dashboard will display based on your permissions, i.e., some features may be unavailable. If you are the one to have set up the UCare account, you will have access to all features. This is called Super Admin, which we will cover further down.
User Information
Your profile, settings and subscription information can be accessed by clicking your name in the top right.
Clicking on Settings will give you access to several options:
As there are numerous options in Settings, we will cover these as they become necessary to the weekly running of the church.
Clicking the Subscription button will allow you to view your current subscription edition, upgrade or downgrade your edition, view and edit Payment details, and view the number of Active profiles you currently have in UCare.
Security Areas & User Set-up
Before adding people to UCare, setting up your security areas to specify the varying levels of access you want to give your team is a good idea. If you are a Super Admin, you will have access to all data; your team will not need the same level of access.
Security Areas can be set up to cater to whatever your church needs. Some common Security Areas include Kid’s ministry, Youth, Small Groups, Pastoral Care, etc. These can also be used to specify campuses for multi-site churches. As they can be named accordingly, Security Areas can be easily set to cater to your needs.
Once your security areas have been created, you can assign which team members can access what area.
To view, edit or create a Security Area, go to the Settings page and select Security Areas.
You can add a new security area by clicking Add: To view or edit a security area, click the options button.
Users
Now that your Security Areas are sorted, we will look at getting your team set up in UCare and restricted to the correct security areas. While this can be done anytime, you should set up your team before importing your data. This is to simplify the process of granting Security Access before the bulk of your data is imported; however, the same can be done after the import.
Any staff member information you may have in a spreadsheet can be merged with the User’s profile after the import is completed. We will cover Importing Data in the following guide.
Firstly, you will need to add your team members to UCare. Depending on how many staff and volunteers you might have, there are a few ways to approach this: if you have a spreadsheet of all staff, you can use the Import feature to add them or add them by clicking +New → Person.
When adding a new Person, you will first be prompted to Add a Household.
Adding information about a household will help you better understand people’s family units. A household can contain a single person, a group of young singles, newlyweds, or a mum, dad and three kids.
Once a Household is added, you can add a New Person.
Now that you’ve added your staff members or anyone who needs access to UCare, it’s time to set the security permissions.
To access the People profiles you’ve just added, click People on the lefthand navbar:
From there, you can filter your list by Group or Last name. Since we have not created any Groups, use the Last name filter to find specific people or choose All from the Last name dropdown.
Click a Person’s name to view their profile. Once in their profile, to set their security access, click the permissions dropdown just below their name and select Edit access:
From there, you will be able to choose what level of access you would like to give the person:
You can set which Security Areas to restrict people to using the Security areas dropdown:
Once you have specified the level of security you would like to give them, confirm their Sign-in email is correct, as once you click the Save button, UCare will send them an email prompting them to set up their log-in.
Now that you’ve specified the level of access you want to give your team, it’s time to move to the Data Import.