There are two types of permissions for Accounts: Organization Administrators and Billing Managers. Accounts can only be accessed by people with at least one of these roles.
You can view all Administrators for Accounts and other apps from the Administrators page.
By default, the person who set up the account is both the Organization Administrator and the Billing Manager. You must have at least one Billing Manager and Organization Administrator on your account.
You will also have Application Administrators for each app that your church subscribes to.
If you are an Organization Administrator and you would like to stop receiving billing notifications and receipts, you can remove your name from the list of Billing Managers. However, there must be at least one Billing Manager listed, so if you are the only one, you must add someone first before removing yourself.
The person who created your Planning Center account is set as an Organization Administrator, but they can add as many other Organization Administrators as they'd like.
Organization Administrators have full administrator access to all applications, except Giving, and any billing or subscription information.
Billing Managers only have access to Stripe Transfer Reports and the Billing page where they can update the payment method and view payment history. They cannot manage organization settings or change subscriptions.
All Billing Managers will receive automatic invoices and receipts. Organization Administrators will only receive Subscription Change emails. Both permission levels can access past receipts and payments from the Payment Options page or by going to PlanningCenterCharges.com.
You can add or remove Organization Administrators and Billing Managers from the Administrators page. Application Administrators can't be updated here. They must be managed from each individual app.
- To add a new Organization Administrator or Billing Manager, type the person's name in the Add new field, and select the person's name or create a new person.
- To remove an Organization Administrator or Billing Manager, click the menu next to their name, and select Remove Admin Access.
If you are an Organization Administrator, and you would like to remove yourself from that role, you will need to have another Organization Administrator remove you. You will not be able to remove yourself. If you are the only Organization Administrator, you will need to add someone else to that role before you can be removed.
Request an Organization Administrator Change
If your current Organization Administrators are no longer at your church, and you don't have access to Accounts, you must email our Support Team requesting to change the Organization Administrator.
The request must come from a current staff member (preferably someone in a leadership role) at your church, directly from a church email address.
Please send these emails to email@example.com, along with the following information:
- Name and email address of the current Administrator
- Name and email address of the new Administrator
- Amount your account is charged
- Exact day of the month your account is charged
- Last four digits of the credit card being charged