Permissions

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

Planning Center People is not designed to be used as a church directory, and the general congregation members should not have access to it.

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

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 lists, and create forms and workflows. However, if you want a Viewer or Editor to email lists or create forms and workflows, check the corresponding box.

application permissions

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

Table of Permissions

The table below lists what each permission level can do regarding lists, workflows, people, notes, background checks, and forms.

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.

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


LISTS
Highest Permissions Viewer Editor Manager
Create new lists


Access assigned lists


Edit lists
CO CO
Delete lists
CO CO
Manage categories


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

NOTES
Highest Permissions Viewer Editor Manager
View assigned notes


Create notes


Delete notes
CO
Manage categories


CO - Created by that person only

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

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