Documentation

Getting started

What Epimely is, how roles shape the app, signing in, and trying the demo.

Roles & permissions

Built-in roles, custom roles, restore defaults, and the two access layers.

Workflow by role

Request intake, PCO/person matching, assignment, care plans, contact logs, safety reports, and follow-up tracking.

Dashboard

Daily overview, upcoming milestones, overdue tasks, recent activity, and version history.

People & directory

Search, filters, archived people, mass updates, PCO info, relationships, forms, and care history.

Care requests

Incoming requests with person lookup, assignment, statuses, notes, and redacted triage.

Queues

Workload by assignee, assigned-person status, stale contact signals, and reassignment.

Care plans

Goal-based care on a person, templates, resource groups, tracked links, previews, and contact logging.

Forms

Build, preview, start, send, and track forms tied to people and care follow-up.

Groups

Small groups, classes, ministries, care groups, members, and leaders.

Tasks

Follow-up work with due dates, priorities, assignments, and form-generated tasks.

Milestones

Birthdays, anniversaries, baptisms, membership, and other important dates.

Resource library

Shared resources, reusable resource groups, tracked links to people, click analytics, and reports.

Planning Center sync

One-way PCO directory sync, test imports, progress, cancellation, households, campuses, and scheduling.

Settings

Church profile, location, team, roles, campuses, PCO, taxonomy, forms, resources, exports, webhooks, and audit.

Mobile & notifications

iOS parity, server-backed data, push notifications, token refresh, and StuartTech tracking.

Roles & privacy

Default-deny access, admin elevation, Queue Manager redaction, confidential care, and audit logging.