Note: If you are an Administrator using Equip for the first time, please review First Time Account Setup. The information covered here will help you and your team get the most from Equip!
First Time Login
Select your Ministry Roles
When you first access Equip, you'll be prompted to select up to five Ministry Roles. Select a Primary Role and up to four additional role types.
What are Roles? Equip uses Ministry Roles to suggest tools common to ministry functions, making it easier to find tools helpful for your position.
Note: Ministry Roles do not "lock" you into using only certain tools. It simply suggests pre-selected tools when creating content. You can always search for and use any available tool and change roles at any time.
Click Complete Setup to finish.
Configure Your Notification Preferences:
Equip sends in-app Notifications to keep you informed about important activity, such as when content has completed generating, collaborative project @mentions, due dates, overall Equip usage, and more!
To configure the notifications you receive, click on the Settings Gear Icon in the header, then click Account Settings in the dropdown that appears.
Scroll down to Notification Preferences to select which in-app notifications you'd like to receive.
Pro-Tip: Avoid 'notification overwhelm' using our recommended notifications per role. 😊
What You'll See When You First Log In
When you first log in to Equip, you'll land on the All Projects page. From here, you can navigate to every area of the platform. Below is a quick tour of the left sidebar, top navigation, and main panel so you know where to go and what each area is used for.
Left Sidebar
The left sidebar is your primary navigation for creating and managing content in Equip.
Projects
- Opens the All Projects page. Projects are focused workspaces for specific sermons, events, campaigns, and other content initiatives. Projects organize source files and generated content tied to a single purpose.
Content Library
- The Content Library is your organization's full collection of source files and generated content. Use it to quickly find, review, and reuse content you've already created.
Toolkits
- Toolkits are customizable sets of tools used to generate multiple pieces of content at once. Toolkits save time by producing several related items — like sermon notes, social posts, and devotionals — from a single source.
Top Navigation
The top navigation bar gives you quick access to your ministry, account tools, and platform-wide settings.
Credits
- Displays your available credits for generating AI-powered content. Monitor this to track your monthly usage.
Notifications
- The bell icon shows unread notifications such as comments, mentions, project invitations, and system announcements. Check it regularly to stay up to date on team activity.
Help
- The question mark icon lets you replay the walkthrough, access the help center, or contact support. Use it any time you need guidance or a refresher.
Settings
- The Settings gear icon
opens a dropdown menu containing your personal and organization-wide settings. This is where you'll go to configure Equip for yourself and your church.
The Settings dropdown includes four options:
- Account Settings – Manage your Ministry Roles and Notification Preferences, to personalize Equip for how you work.
- Admin Settings – Configure important organization-wide settings, including user management, Context Settings to improve AI output, Ministry Areas, and more. Available only to Equip module administrators.
- Integrations – View and manage connected services that extend Equip's functionality with the tools your team already uses.
- Legal – Review the terms of service and other legal information for the Equip platform.
Main Panel (All Projects)
The All Projects screen displays in the main panel whenever you log in to Equip. The main panel is your central workspace. On first login, it displays the All Projects view — the starting point for creating and managing content. Think of this as your primary workspace for working with everything in Equip, from Projects to AI-Generated Content.
All Projects (First Login)
- Appears until you've created your first project. It's a helpful reminder that Equip is ready for you to start building. Click the Create Your First Project button to begin working in Equip!
All Projects (Active Work)
- Once you or your team begin creating content, the All Projects screen will display a quick snapshot of your projects, content items, and completed work across every ministry area. Use it to see progress at a glance as your team creates content, access recent projects, and more!
First Steps: Creating Content
Creating content for the first time in Equip typically follows these five steps:
- Create a new Project for your sermon, event, or campaign.
- Upload a document or transcript to Source Content.
- Generate one or two pieces of content using an individual tool.
- Review and edit the content.
- Export your content or share the project with teammates if collaboration is needed.
To begin, click the Create Your First Project button and follow our First Time Guide for a step-by-step overview!
Understand Credits in Equip
Credits are used in Equip when generating AI-powered content. Each time you create outputs—such as written content, media, or multiple items through a Toolkit—credits may be used depending on the tool and settings.
- Credits are consumed when you generate content.
- Usage can vary based on the tool, output type, and content length.
- You will see estimated credit usage before generating content.
- Your available Credit Balance is visible in the Top Navigation.
Note: Organizing projects, reviewing content, and general navigation do not use credits. Only generating content using AI tools incurs credits.
Pro-Tip: If you're new to Equip, start by generating one piece of content at a time before running a full Toolkit. This helps you understand credit usage and refine your results.
For more details, see Credits and Subscription Tiers.
Updated