👥Users, Roles & Volunteers

The Manage Users tile lets admins add team members and assign one of seven roles: Admin, SuperAdmin, Priest, Volunteer, Devotee, Finance, or Facility. Each role determines which tiles are visible in that user's portal, fully configurable through the Tile Access tile.

Tile Access is an enterprise-grade access-control console that lets SuperAdmins and Admins configure exactly which dashboard tiles each role can see and use. The overview shows one card per role with a live coverage bar and per-category breakdown, plus a Matrix view that lays every role against all tile categories in a single grid — click any cell to enable or disable a whole category at once. Opening a role launches a Booking-POS-style editor: a category rail on the left, a searchable grid of toggleable tile cards in the center, and a summary panel on the right with a coverage ring, one-click access templates (Front Desk, Clergy, Communications, Finance, Full Access), and a "Copy access from" option to clone another role. Changes are tracked as unsaved until you Save, saved individually or all at once, and every save is written to the audit log. For example, you can give priests the Temple Calendar and Puja Services tiles while restricting Finance Dashboard or TempleHub Subscription. SuperAdmin always has full access and cannot be restricted, and pure Devotee accounts only ever see the public website tile.

Yes — when the temple is a 501(c)(3), receipts and the annual tax statement carry the required wording automatically. Admins choose how each payment type is treated under Booking Rules → Receipts & Tax, where every revenue category — Donations, Sponsorships, Advertising, Puja Services, Private Puja & Life-Cycle Ceremonies (weddings, gruhapravesham, vahana puja), Facility Rentals, Fundraiser Events (gala/benefit dinners), Canteen & Catering, Event Tickets / Raffle / Parking, Classes / Tuition, Gift Shop / Store, and Membership — is an expandable card with plain-English guidance, a concrete example, and a note showing exactly what the current choice puts on tax letters. The four treatments, in plain English: "Pure Donation" (nothing received in return), "Religious Service" (pujas and ceremonies — treated as intangible religious benefits), "Part Donation, Part Purchase" (hall rentals, gala dinners, memberships with perks — enter each item's fair value and only the amount paid above it counts as a donation; items without a value stay off letters), or "Not a Donation" (raffle tickets, parking, canteen food, gift-shop/store items, paid journal/program ads, and mandatory class/tuition fees are never deductible, so they are left off tax letters — but a voluntary school donation that is not required to enroll is recorded as a Donation and stays deductible). Devotees download their itemized annual tax statement from My Profile on the temple website; it lists each qualifying contribution with date and amount, the temple's EIN, the 501(c)(3) acknowledgment, and an authorized signatory. Amounts are shown net of any refunds. When an admin has linked a household for combined giving, the statement automatically includes the spouse's and linked companies' contributions, attributed by name, with the household named jointly on the letter. Admins can also generate the same statement for any devotee — open Manage Devotees, view the devotee's Bookings, and switch to the Tax Statement tab — handy when a devotee without a website login requests their letter at the front desk (each download is audit-logged). Each payment locks in its tax treatment at the moment it is made, so changing the Receipts & Tax settings mid-year never alters receipts or statements for past payments. The temple sets its EIN, exemption status, and signatory under Manage Contact Info, and should confirm the Receipts & Tax choices with its CPA (Publication 526 / 1771).

Charged rates are set in one place — Settings — and receipt wording in another — Booking Rules → Receipts & Tax — because they are different things. In Settings you add rate rows: (1) Tax, Service Fee, Merchant Fee, Convenience Fee — percentages added to card payments at the Bookings POS for pujas and facilities, on the discounted amount with donations exempt; and (2) Canteen Sales Tax — the percentage applied to taxable dishes on canteen orders only, per item after discounts (which dishes are taxable is set per dish under Canteen → Menu). These are independent, so booking card payments read only the four fee names and can never pick up the canteen rate; turning the canteen tax on while the booking-side tax is off works fine. Booking Rules → Receipts & Tax shows all of these rates at a glance (read-only, with an "Edit in Settings" link) and, below that, controls what receipts and annual tax statements say — that policy never charges anything. Canteen → Settings also displays the current canteen rate read-only. So there is exactly one editing home for every rate (Settings) and one for receipt wording (Receipts & Tax), and every other surface only displays — no conflicting copies.

System Logs is a read-only, tamper-proof audit trail — entries can never be created, edited, or deleted. It's a three-panel console: filters and live stats on the left, a day- or actor-grouped stream in the center, and a full entry-detail panel on the right. Every entry records who did what and when — user, role, action, affected record, and a precise timestamp. Actions are grouped into eight intuitive categories (Auth, Booking, Order, Shift, User, Content, Settings, System): pick a category chip — each showing a live count — to filter, then optionally narrow to a specific action within that category. You can also filter by user, exact date, or a time range (7/30/90 days, last year, all time), search across everything, and flag critical actions (deletes, cancels, failures, cash discrepancies). The stream is paginated at 50 entries per page — page numbers at the bottom load each section on demand rather than rendering thousands of rows at once. Clicking an entry reveals its full metadata plus the actor's recent activity and that record's history for investigation, and Download CSV exports exactly what the current filters show (all pages, not just the visible one).

The Manage Volunteers tile lets admins add volunteers, track their applications, and assign them to events or services. Volunteers log in with OTP and see only the tiles relevant to their role, keeping the interface focused and simple. Admins can also download a volunteer service acknowledgment letter from any volunteer's row — it is required when a volunteer claims $250 or more of out-of-pocket expenses (supplies, mileage). The letter describes the volunteer's service areas and states no goods or services were provided; it never lists hours or amounts (those are the volunteer's own records, and the value of time itself is never deductible).

Temple Member Profiles (also shown as Temple Member Pr...) covers roster management, committees, and land donor records. It is the central directory for your temple's core membership — separate from general devotees who book pujas online.

The Manage Devotees tile gives admins a full view of devotee profiles, contact numbers, and subscription status. Admins can search, update, and manage any devotee record, including their booking history and newsletter subscriptions.

The Manage Devotees tile includes a built-in analytics dashboard about your community (not finances). At the top, stat cards show Active Today and Active This Week (distinct devotees who recently signed in), Total Individuals, Company Profiles, New This Month, Created Today, Newsletter Subscribers, and Households. Expanding the dashboard reveals: Directory Composition (individuals vs companies, active/inactive, households), a 12-month Registrations Trend showing congregation growth, Communications Reach (newsletter opt-in rate and how many devotees are reachable by email/phone), Geographic Spread (top states and cities), Language and Preferred Priest distribution, Profile Completeness (a data-health gauge), Family Footprint (total people represented and average family size), and Birthdays This Month. The analytics are read-only and update automatically.

No — Temple Hub does not track real-time presence. The dashboard shows "Active Today" and "Active This Week" instead: counts of distinct devotees who signed in during those windows, based on the login history. That is an activity measure rather than a live "online right now" number. For revenue and payment figures, use the separate Finance Dashboard tile — the Manage Devotees analytics intentionally cover community insights only, with no cost data.

Yes. From the Manage Devotees list, click "Bookings" on any devotee to open their booking history with a per-devotee analytics summary. It shows lifetime giving, total bookings and average booking value, donations vs services, tax-exempt total (useful for year-end receipts), how long they have been a devotee, and their most recent booking. You also get a giving-by-year chart, a spend-by-category breakdown, their top services, preferred priest, largest contribution, and counts of upcoming and cancelled bookings. For households marked as cumulative, spouse and linked-company contributions roll up into a combined total. Everything is calculated from that devotee's own bookings.