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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.

Tip

Planning Center People is designed for staff use. If you're looking for a way for your congregation to share their information and connect with each other, use the directory!

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

The tables below cover the basic overall permissions in People. Workflows and background checks have specific permissions.

People

Manager

Editor

Viewer

View information

Add people

Edit campus

Edit people (except organization administrators)

Merge people

Change permissions in People

Send emails

View sent messages on a profile

View message history under lists

*

*

Manage email templates

Set up, manage, and invite people to the directory

Create note categories

Manage custom fields

*

*

Create custom reports

Import CSV

Export CSV

*

*

Promote grades

Important

Only an organization administrator can delete profiles 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.

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 except Giving)

Billing managers

Calendar

People editor

People viewer

Any event, room, or resource permission

Check-Ins

Editor

Viewer

Headcounter

Giving

Administrator

Bookkeeper

Counter

 

Reviewer

Groups

Administrator

Group type manager

Leader (everyone in their group) 

Member (everyone in their group who has made info visible)

Members under the age of 13

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.

Add or edit permissions

Follow the steps below to edit a person's permission level, as well as manage any additional permissions that may apply to their permission level.

  1. Choose the People page from the top navigation.

  2. Search or scroll to find the person's name of the person for whom you want to edit permissions.

  3. On their profile page, select the Actions button to the right of the person's name and profile photo.

  4. Choose Manage permissions from the dropdown.

  5. In the Permission level dropdown, select which level of access to give this person and any additional permissions.

  6. Select the Update button at the bottom of the window to save your changes.

Remove permissions

To remove permissions:

  1. Choose the People page from the top navigation.

  2. Search or scroll to find the person's name for whom you want to remove permissions.

  3. On their profile page, select the Actions button to the right of the person's name and profile photo.

  4. Choose Manage permissions from the dropdown.

  5. In the Permission level dropdown, choose No access.

  6. Select the Update button at the bottom of the window.

Once a person's permissions are removed, they will encounter an error page the next time they try to log in to People.

When is someone notified of permission changes?

When you change someone's permissions in Planning Center, they may receive a notification, depending on the type of change.

Add a new person

When someone who has never logged into your organization is granted access to Planning Center, they receive an email notification.

The email welcomes them and lists all of the products they've been given access to, their permission levels in those products, and explains how to log in.

Upgrade an existing person's permissions

When someone already in Planning Center has their permission levels upgraded, they receive an email notification.

The email tells them that their access level has changed, lists all of the products they have access to and their permission levels in those products, and highlights which permission levels were upgraded.

Remove or downgrade an existing person's permissions

When an existing person's permission levels or product access are removed or downgraded, they don't receive an email notification unless any change is made to an organization administrator, then all other organization administrators are notified.

If a person's permissions are upgraded in one product and downgraded in another, their notification email will show their new downgraded permission in the second product. However, there will be no indication that it was changed.

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