Permissions in Account Settings

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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.

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.

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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.

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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 accounts@planningcenteronline.com 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

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