User guide

• Bishop — approves plans for members in their ward; sees every plan in the ward.
• EQ / RS President — authors plans for assigned members; submits to bishop. Sees only plans they own or have been added to.
• Member — sees their own plan, can comment (no leader-only notes).
• Stake Clerk / Stake Presidency — sees the stake-wide roster of plans (member + ward + status), no body, unless added to a specific plan.

• Shows only members with an active plan, scoped to your role.
• To start a plan for someone, tap Add a member, type a name, and pick from the directory.
• If the person already has a plan, the search shows either Open (you already have access) or Request access(notifies the bishop and the plan's owner).

1. From Plans → Add a member, search the directory and tap Start a plan.
2. Fill in current situation, strengths, needs, support network.
3. Add concrete goals with target dates and small action steps.
4. Tap Submit for Approval. The bishop sees it on the home screen.
5. Bishop taps Approve Plan — the plan is set for 60 days. Renew for 60 Daysextends it.

• Anyone with a leader role in the stake can add a community resource.
• Rate resources after you use them — others see the average.
• Leave a short comment: who to ask for, what to expect.
• Open a member, tap Link a resource, and connect it to their plan.

• Only the member, their assigned leader, and the bishop see a plan.
• Use Leader-only note for context the member shouldn't see.
• Every plan view and edit is recorded in an audit log.

• From Settings → Manage leaders, add a leader by email. They must have signed in once so an auth account exists.
• Edit on a leader row changes their role and ward inline. Stake-level roles (clerk / presidency) clear the ward automatically.
• Remove deletes that leader-role assignment. Their account stays — you just remove the role.
• Settings → Manage Gather user access is for full suite-wide access (Magnify · Steward · Tidings · Glean · Knit). The ✕ in the Remove column revokes a user from every app in the suite at once.

Glean takes its name from the law of the harvest in Leviticus 19:9–10 and the story of Ruth 2 — a corner of every field left unharvested so the poor, the stranger, and the widow could gather what they needed with dignity. In that same spirit, Glean helps ward and stake leaders walk alongside families on the path to self-reliance — quietly, faithfully, and with hope.