Permissions

Created on:
Updated on:

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.

LISTS
Highest Permissions Viewer Editor Manager
Create new lists


Access assigned lists


Edit lists
CO
Delete lists
CO
Manage categories


Send emails with Templates


CO - Created by that person only

WORKFLOWS
Highest Permissions Viewer Editor Manager
Act on assigned cards


Add, edit, or delete cards



Create workflow



Manage categories


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


Only an Organization Administrator can delete a person.

NOTES
Highest Permissions Viewer Editor Manager
View assigned notes


Create notes


Edit or delete notes
CO
Manage categories


CO - Created by that person only

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

Organization Administrators can give background check access to certain permission levels or people.

Was this article helpful?
9 out of 11 found this helpful