Permissions in Account Settings

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If you have people in your organization who need access to the church information, billing, and managing your Planning Center subscriptions, they need access to account settings. Only Organization Administrators and Billing Managers can have access to account settings.

You can manage who has access to account settings and view other Administrators from the Administrators page.

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Permissions Breakdown

Organization Administrators and Billing Managers have access to account settings in different ways, but they both have access to payment information.

Organization Administrators

Billing Managers

Product Users

Scroll down on the Administrators page to see a list of Product users for each of the Planning Center products, except Services. You can filter the list by name or product.

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Updating Administrators

You can add or remove Organization Administrators and Billing Managers from the Administrators page; however, Product Users must be managed within each individual product.

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  1. To give access to a new person, type the person's name in the Add new field, and select the person's name or create a new person.

  2. To remove access, click the menu icon next to their name, and select Remove Admin Access.

Notice

If you are an Organization Administrator, and you would no longer like to be in that role, you must ask another Organization Administrator remove you. You will not be able to remove yourself. If you are the only Organization Administrator, you must add someone else to that role, then they will be able to remove you.

Request an Organization Administrator Change

If you need to replace an Organization Administrator, and they are unable or unwilling to make the change themselves, our Support Team can help you make this change. You will need to provide them with the following information:

If you pay by credit card, please include:

  • The amount that you are charged

  • The exact day of the month you are charged

  • The last four digits of the credit card we are charging

  • The Organization Number of your account

If you pay by check, please include:

  • The check number of your most recent payment

  • The amount of your most recent payment

  • The Organization Number of your account

Please email this information to accounts@planningcenteronline.com.

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