set up Collie church workspace

Set up your church workspace

A church workspace is where Collie keeps ministry drafts, approved context, Pending approvals, and staff access connected to one church organization.

Quick answer

To set up Collie church workspace, confirm the church organization, invite staff with the right responsibilities, add approved ministry context, and make Pending approvals the default path for any external action.

Steps

1. Confirm the organization: Use the Clerk Organization connected to the church that should own the workspace and billing.
2. Name the workspace clearly: Use the church name staff already use so drafts and approvals do not look like a personal account.
3. Add staff by responsibility: Invite people based on who reviews communications, visitor follow-up, volunteer coordination, finance templates, and ministry planning.
4. Load approved context only: Add church documents, templates, and safe reference material that leaders have approved for AI-assisted drafting.
5. Check Pending approvals: Make sure external actions are reviewed in Pending and that staff understand Collie drafts, queues, and waits.

Details

Workspace ownership

The workspace should belong to the church, not an individual staff member, so permissions and billing can follow the ministry.

Use the church organization as the tenancy boundary.
Keep personal experiments separate from production ministry work.
Review staff access when roles change.

Approved context

Collie works best when it can reference safe, approved material such as style guides, public church information, and ministry templates.

Avoid counseling notes or confessional material.
Avoid personal data about children.
Prefer templates, policies, and staff-approved source material.