Permissions in Account Settings

If you need access to all products or billing information, you need access to the account settings. There are two permission levels in the account settings: organization administrators and billing managers.

The person who created your Planning Center account is an organization administrator by default. Organization administrators have full administrator access to all products except Giving. It's best to limit who has this role, but you should always have at least two people in this role. Share this Introduction article with any organization administrator to help them get familiar with the account settings.

Tip

Use the Security History to see when changes have been made to the organization administrator list.

sidebar.

✓ Available by default

* Available depending on settings

	Organization Administrator	Billing Manager
Add or remove organization administrators and billing managers	✓
Edit product subscriptions	✓
Cancel the account	✓
Edit church information	✓
Enable/Disable the Stripe Integration, Mailchimp Integration, or Checkr Integration	✓
Change the Church Center subdomain	✓
Access Stripe Payout Reports	✓	✓
Update the payment method	✓	✓
View payment history	✓	✓

Table 1. Notifications

	Organization Administrator	Billing Manager
Subscription changes	✓
Overages	✓
Organization administrator changes	✓
Payment reminders		✓
Billing statements		✓
Receipts		✓

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

Give Access

To give access to the account settings, type the name of a person in the appropriate field, and then select the person's name. If the person isn't in your database yet, create a new profile for them.

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

To remove someone's administrative access, click the X icon next to the person's name.

Caution

Removing someone from the organization administrator role can cause some processes to break, especially in the People product. To avoid any hiccups, read through Staff Transitions before removing administrators.

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

Request Organization Administrator Change

If you need to replace an organization administrator but cannot access the Administrators page, email [e-mail] to request that change. You must verify your identity before any changes can be made; use the table below to determine what identifiable information to include in your email based on your payment method.

Payment Method	Required Info
Credit Card	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
Check	The check number of your most recent payment The amount of your most recent payment The Organization Number of your account