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.
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.
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.
The best approach to giving people access to Planning Center is dependent upon their access at your church. Staff and background checked leaders probably have enough trust to be given access to people's information, whether to edit or view, but people outside of that trust circle should be given lower permissions.
This table outlines the access to people's contact information based on their permissions in another product.
|
Accounts |
Calendar |
Check-Ins |
Giving |
Groups |
People |
Publishing |
Registrations |
Services |
|
|---|---|---|---|---|---|---|---|---|---|
|
Can edit people profile information |
Organization Administrator (in other products) |
People Editor |
Editor |
Administrator |
Administrator Leader (based on group permissions) |
Manager Editor |
No access |
Administrator Manager (only attendees in signup) |
Administrator Editor (based on permission settings) Scheduler (based on permission settings) |
|
Can view people information |
No access |
People Viewer |
Viewer |
Bookkeeper |
Group Type Manager Leader (based on group permissions) |
Viewer |
No access |
No access |
Editor Scheduler (based on permission settings) Viewer (based on permission settings) |
|
No access to people information |
Billing Managers |
Any Event, Room, or Resource permission |
Headcounter |
Reviewer Counter |
Member |
No access |
Administrator |
No access |
Scheduled Viewer |
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.
|
METRICS |
|||
|---|---|---|---|
|
Highest Permissions |
Viewer |
Editor |
Manager |
|
Create and manage a dashboard |
✓ |
✓ |
✓ |
|
Give others View or Manage permissions to their dashboard |
✓ |
✓ |
✓ |
Important
If the creator of a Metrics dashboard has their permissions removed, the widgets in that dashboard will no longer show any data.