Organization Administrators have full administrator access to all applications, except Giving, and any billing information. 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 by following the instructions in this lesson.
Billing Managers only have access to the payment options tab where they can update the payment method and view payment history. They are also the only people who receive copies of receipt and payment notifications. They cannot manage organization settings or change subscriptions.
By default, the person who set up the account is the Organization Administrator and the Billing Manager; you must have at least one Billing Manager on your account.
A person must exist in your People database before they can be made an Organization Administrator or Billing Manager. Add them to People before trying to add them as and Administrator.
From the Administrators tab, enter the name of the person you'd like to add as an Organization Administrator or Billing Manager in the appropriate box.
To remove a person, hover over their name and click the red minus icon.
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.
View All Application Administrators
From the Administrators tab you can see all of the users who have permissions to view or make changes in any Planning Center app.
- Search for a specific person to see their permissions in every app.
- To view all of the administrators for a specific app, click on that app's icon.
Scheduled Viewers in Services will not appear in this list.
Request an Organization Administrator change
If your current Organization Administrators are no longer at your church, and you can't access Accounts, you must email our support team requesting to change any Administration of the account. Our support team can help you make this change with the following information:
- the amount you are charged
- the exact day of the month you are charged
- the last four digits of the credit card we are charging
All of this information 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 firstname.lastname@example.org, along with:
- the name and email address of the current Administrator
- the name and email address of the new Administrator
Additionally, 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.