Permissions in Account Settings

Updated October 29, 2024 18:31

The account settings contain your account's subscription, basic settings, and billing information. There are two permission levels: 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 it. Share this Introduction article with any organization administrator to familiarize them 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	✓
Edit product subscriptions	✓
Cancel the account	✓
Edit church information	✓
Turn the Stripe Integration, Mailchimp Integration, or Checkr Integration on/off	✓
Change the Church Center subdomain	✓
Access Stripe Payout Reports	✓	✓
Update the payment method	✓	✓
View payment history	✓	✓

Organization administrators and billing managers will receive email notifications from time to time with information about your account.

	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.

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 except Giving)		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	Group type manager Leader (everyone in their group) Member (everyone in their group who has made info visible)	Members under the age of 13
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
Calendar	Add/Remove Feeds Create Event Templates Import iCal feeds Manage Campus Tags Enable Church Center to host your calendar Resolve Conflicts
Check-Ins	Enable the Church Center mobile app for pre-check Change the Localization settings that all event times are based on
Giving	Enable Church Center to host your donation form Connect the Stripe Integration to take online donations (done in Account settings)
Groups	Enable the Church Center for group engagement Change the Localization settings that all event times are based on
People	Delete profiles (not recommended) Set an expiration date for background checks Deactivate two-step verification for a profile Change a person's login method Purchase texting credits Enable the Directory on Church Center
Registrations	Enable Church Center to host signups Connect the Stripe Integration to take online payments (done in Account settings)
Services	Choose default permission settings Update default settings for the Lyrics & Chords editor Create shared email templates Add/Remove Music Stand Deactivate two-step verification for a profile

Give Access

To give access to the account settings, type the person's name 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 Transition 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 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

Product Users

In the Product Users tab on the People page, you can see a list of everyone who has been given login access to any part of your Planning Center account and which products each person has access to.

Note

People with access to Services are not included on the Product Users tab. To review your Services users, go to the People page in Services and use the available filters to search.

You can search for people by name and filter the list by Product access to see everyone with login access to a specific product.