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.
Organization Administrator |
Billing Manager |
|
---|---|---|
Add or remove organization administrators and billing managers |
✓ |
|
✓ |
||
✓ |
||
✓ |
||
Enable/Disable the Stripe Integration, Mailchimp Integration, or Checkr Integration |
✓ |
|
Change the Church Center subdomain |
✓ |
|
✓ |
✓ |
|
✓ |
✓ |
|
✓ |
✓ |
Table 1. Notifications
Organization Administrator |
Billing Manager |
|
---|---|---|
Subscription changes |
✓ |
|
Overages |
✓ |
|
Organization administrator changes |
✓ |
|
Payment reminders |
✓ |
|
Billing statements |
✓ |
|
Receipts |
✓ |
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 |
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.
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.
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 |
|
Check |
|