Permissions in People

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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:

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

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.

Give Access

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

actions_permissions_arrow.jpeg

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

modal_permissions.png

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.

modal_no_access_arrow.png

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

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