Permissions in People

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 as a church directory, but you can use the directory to allow your congregation to share their information and connect!

Share these articles with people based on their roles in your church to help them get the most out of People:

• Introduction for Administrators

• Introduction for Staff Members

The table below covers the basic overall permissions in People. Workflows and background checks have specific permissions.

sidebar.

✓ Available by default

* Available depending on settings

Table 1. People

	Manager	Editor	Viewer
View information	✓	✓	✓
Add people	✓	✓
Edit campus	✓	✓
Edit people (except organization administrators)	✓	✓
Merge people	✓
Change permissions	✓
Send emails	✓	✓	✓
Manage email templates	✓
Set up, manage, and invite people to the directory	✓
Create note categories	✓
Manage custom fields	✓	*	*
Import CSV	✓
Export CSV	✓	✓	✓
Promote grades	✓

Important

Only an organization administrator can update their own information, delete a person, and give background check access to certain permission levels or people.

Lists

	Manager	Editor	Viewer
Create new lists	✓	✓	✓
Access assigned lists	✓	✓	✓
Edit and delete lists	*	*
Manage categories	✓
Send a text message	✓	*	*
Send emails	✓	✓	*

Forms

	Manager	Editor	Viewer
View Submissions	✓	*	*
Add, edit, or delete fields	✓	*	*
Create	✓	*	*
Manage settings	✓

Dashboard

	Manager	Editor	Viewer
View assigned notes	✓	✓	✓
Create notes	*	*	*
Delete notes	*	*	*
Manage category	*
Create and manage a dashboard	✓	✓	✓
Give others View or Manage permissions to their dashboard	✓	✓	✓

Contact Information Permissions

Giving people access to Planning Center depends on their role at your church. Staff and background-checked leaders may have enough trust to access people's information, whether to edit or view, but people outside of that trusted circle should be given lower permissions.

Important

Only organization administrators can edit profile information for people across all Planning Center products.

This table outlines who can access people's contact information based on their permissions in another product.

	Can edit	Can view	No access
Account Settings	Organization administrators (in all products)		Billing managers
Calendar	People editor	People viewer	Any Event, Room, or Resource permission
Check-Ins	Editor	Viewer	Headcounter
Giving	Administrator	Bookkeeper	Reviewer Counter
Groups	Administrator Leader (based on group settings)	Group type manager (based on group settings) Member (only people in their group)
People	Manager Editor	Viewer
Publishing		Administrators
Registrations	Administrator Manager (only attendees in signup)
Services	Administrator Editor (based on settings) Scheduler (based on settings)	Viewer (based on settings)	Scheduled viewer

Organization Administrator-Only Tasks

Organization administrators have access to specific parts of Planning Center that no other permission can access, so please familiarize yourself with them as early as possible.

Product	Task
People	Delete profiles (not recommended) Set an expiration date for background checks Deactivate two-step verification for a profile Purchase texting credits Enable the Directory on Church Center

Give Access

To give someone access, a manager can select Permissions from the Actions dropdown on that person's profile.

Choose the appropriate permission from the dropdown, and then check any applicable boxes.

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

When a person is added, they'll receive an email that allows them to set their password and log in.

Important

Emails are sent to the primary email address, except for Account Settings. Account Settings sends an email to every email address listed on an organization administrator or billing manager's profile.

Remove Access

If you don't want a person to have access to People, choose No Access.

Removing a person's access will not notify them. When they try to log in, they will encounter an error page.