Permissions

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You can grant different permissions to allow your church's 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 your church's general congregation members should not have access to it.

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

Permissions for all applications a user belongs to are shown on the Applications tab, but only permissions for People can be changed here. Other permissions must be changed from within each app.

Select the permission from the dropdown then Save to send an email to the person notifying them their permission level has been changed.

application permissions

The Can email lists checkbox applies to organizations with a connected MailChimp account. Managers can always email lists, but if this box is checked, a Viewer or Editor can send an email to all the members of a list.

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

Permission Level Lists Workflows People Notes Background Checks Forms
Viewer
  • create new lists and access assigned
  • cannot manage categories
  • view and act on assigned cards
  • cannot create workflows, manage categories, or add, edit, or delete cards
  • view all information and edit campus
  • cannot add or edit people
  • view assigned notes
  • cannot edit or delete notes or manage categories
no access no access
Editor
  • create new lists and access assigned
  • edit and delete created lists
  • cannot manage categories
  • add, edit, and delete cards
  • cannot create workflows or manage categories
  • add people
  • edit all information
  • set people inactive
  • cannot merge, delete, or adjust permissions
  • create new notes
  • edit or delete created notes
  • cannot manage categories
no access no access
Manager
  • create new lists and access assigned
  • edit and delete created lists
  • manage categories
  • send emails using templates
  • add, edit, and delete cards
  • create workflows
  • manage categories
  • add people
  • edit all information
  • merge and adjust permissions, cannot delete profiles
  • send emails using templates
  • create, edit, or delete all notes
  • manage categories
view all background check information create, edit, and delete all forms

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

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