Permissions in People

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You can grant different permissions to allow pastors, administrators, staff, and key volunteers to view, edit, or customize the information in People.

Danger

Planning Center People is not designed to be used as a church directory, and the general congregation members should not have access to it. Instead, use the Directory to allow your congregation to share their information and connect!

Check out this clip from Planning Center University.

On a person's profile, a Manager can view and edit permissions by choosing Permissions from the Actions dropdown.

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Notice

Permissions for all products are shown, but only permissions for People can be changed. Other permissions must be changed from within each app.

Choose the People permission from the dropdown.

By default, a Manager can email, text, and send Church Center announcements to people in lists, and create forms and workflows. However, if you want a Viewer or Editor to have any of that access, check the corresponding box.

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Click Save to send an email to the person notifying them their permission level has been changed.

Important

Emails will be sent to the primary email address, except in the case of Account settings. Accounts sends an email to every email address listed on an Organization Administrator or Billing Manager's profile.

Table of Permissions

In order for you to keep your data secure, you need to set up the appropriate permissions for your staff and volunteer team members. There are different levels of permissions throughout Planning Center People:

  • Overall permissions: Someone with access to People will have one of three permissions, Manager, Editor, and Viewer. Even if someone is an Editor or Viewer, they may not have the same enablements to communicate via lists or create forms or workflows.

  • Background checks: in order to access background checks as an Editor or Viewer, you need to be given specific access.

  • Note categories: not all notes are accessible.

  • Lists , Workflows, and Forms: each of these has its own permissions.

  • Custom Field Tabs: Each tab can have its own accessibility, set according to permission or person.

Managers can access forms, import CSV files, promote grades, and customize fields.

As you give more people access to Planning Center People, make sure you're checking their access according to the levels of permissions listed above.

Important

Only Organization Administrators can see information for people across Planning Center apps. Another Organization Administrator can make someone an Organization Administrator from Accounts.

Only an Organization Administrator can delete a person or give background check access to certain permission levels or people.

The tables below lists what each overall permission level can do regarding specific features.

PEOPLE

Highest Permissions

Viewer

Editor

Manager

View information

Add people

Edit campus

Edit people

Set people inactive

Merge people

Change permissions

Send emails using templates

Manage email templates

Set up, manage, and invite people to the directory

Create note categories

LISTS

Highest Permissions

Viewer

Editor

Manager

Create new lists

Access assigned lists

Edit lists

CO

CO

Delete lists

CO

CO

Manage categories

Send a text message

IE

IE

Send emails with Templates

IE

CO - Created by that person only

IE - If enabled in Permissions

WORKFLOWS

Highest Permissions

Viewer

Editor

Manager

Create workflow

IE

IE

Manage categories

IE - If enabled in Permissions

FORMS

Highest Permissions

Viewer

Editor

Manager

View Submissions

FS

FS

Add, edit, or delete fields

CO

CO

Create form

IE

IE

Manage settings

CO - Created by that person only

IE - If enabled in Permissions

FS - Depends on the Form Settings

NOTE CATEGORIES

Highest Permissions

Viewer

Editor

Manager

View assigned notes

Create notes

IE

IE

IE

Delete notes

IE

IE

IE

Manage category

IE

IE - If enabled in category permissions.

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