• Setup
  • Custom Fields
  • Authenticate Through PMM
• Ordering Background Check
• Order Child Safety Training by Itself

Set Up

Set up the integration by creating two Custom Fields in CCB/Pushpay, then authenticating through Protect My Ministry. After autenticating your CCB/Pushpay account, your CCB member profiles will begin syncing into Protect My Ministry. Once the sync is complete, you will receive an email. 

Custom Fields

You'll need to create two custom fields for the background check and the Child Safety Training (only available for Bundle 1 and higher) results to come back into the CCB/Pushpay applicant profiles.

• In CCB/Pushpay, go to Settings > Custom Fields
• Create a new required custom field
  • Label: PMM Background Check
• Then, create a second optional custom field
  • Label: PMM Safety Training

Authenticate Your CCB Account

You will receive a link through the onboarding process to take you to a Protect My Ministry login page

• Enter in the Protect My Ministry username and password
  • This will be in the onboarding email along with the link
• Click Login
• After logging in, you will land on the CCB Authorize Page. Enter the following: 
  • CCB Subdomain (must match your church's URL) 
  • Contact Email (used for sync notifications) Click Authorize Account.

• Click Authorize Account

• You will be redirected to CCB to confirm your login and grant access

  After granting access in CCB: You will return to Protect My Ministry and see a confirmation message that the connection is successful.

• Once syncing is done, our onboarding team will confirm that the process is completed

Ordering Background Check

• Pull up the applicant's CCB/Pushpay profile

• Under Custom Fields, click on the link for PMM Background Check
  • Depending on the status of the background check, the link will either say:
    • Order New - No background check has been ordered yet
    • Awaiting - The authorization was sent to the applicant and is waiting for the applicant to fill out the online form
    • Pending - The background check is pending
    • Order New | View Report - The background check is completed and you have the option to order a new background check

• You will have the option to send out the online consent form email by clicking on Request Authorization (only available for Bundle 2-4) or manually enter in the applicant's information by clicking on + Background Check
  • After the applicant completes the online form, you will need to come back here to order the background check

• The Applicant Details page will show if there are any missing details or information

• The next page, the Package Details page, will be where you select the type of background check and Training (available only for Bundle 1 and higher)

Order Child Safety Training by Itself

You're able to order the Training by itself without a background check through CCB. (Only available with Bundle 1 and higher)

• Under Custom Fields click on the link under PMM Safety Training 
  • Order New means no CST has been ordered 
  • Invite Sent Training means the CST email has been sent 
  • Pending Training means the Training has been started 
  • Order New|View Certificate means that the Training is Completed, and Cert is available. You have the option to order another training.