Have more questions? Submit a request

Log in to Accounts

You can log into Accounts using the email address your administrator used to set up your profile. The email you first used to log in is your login method. 

To log in, enter your login method and password on the login page. 

First Time Logging In?

The first time you log into Accounts, you may or may not need to set a password. If you've previously set a password in any other Planning Center product, that password will work everywhere. If you've never set a password before, select the Need a password? link below the email and password fields on the login page.

Enter the email address your Administrator used to set up your profile, and Planning Center will send a verification code to that email address. After entering the code, you will be able to create a password and then log in. 

Notice

Once logged in, you will stay logged in until you log out or after two weeks of inactivity.

Change Login Method

If you need to change your login method for any reason, select your profile picture in the toolbar and select My login settings.

my_login_settings_active_arrow.png

From the Login Settings page, select Edit next to your current login method to update it to a new email or phone number. 

login_settings_change_login_method_with_arrow.png

Once your login method is changed, use that new piece of contact information to log into your church's account. 

Two-Step Verification

One of the ways you can keep your church's database safe is by setting up two-step verification. When you log in with your password, you'll be sent a code to another device to verify that you are the one logging in.

Notice

Two-step verification is available for anyone who can log in to Planning Center.

For more information about two-step verification, check out this video.

Activate Two-Step Verification

You can activate two-step verification from any product.

Select your profile picture on Toolbar at the the top right to see if two-step verification is active for your account. If it's inactive, click My login settings.

my login settings_inactive_arrow.png

You'll be taken to a page to verify you want to enable two-step verification, and then you can choose where you'd like to receive your security code.

Notice

The option to log in with a phone number is not available when two-step verification is enabled. You must log in using an email address.

security code_numbered.png
  1. If you have applications like Google Authenticator, Authy, Duo Mobile, or Microsoft Authenticator on your device, you use one of those apps to generate a code.

  2. Use a mobile phone number that can receive texts.

Once you follow the steps to choose your path to verification, you'll receive a one-time code that will verify you are the one logging in, and then two-step verification will be activated for your profile!

Danger

The last page of the verification process has your emergency backup code. Store this code in a secure place in case you lose the device you use to receive your security code.

Two-Step Verification and Linked Accounts

In order to enable Two-Step Verification for multiple accounts at once, ensure the accounts are linked first. Once the accounts are linked, enable Two-Step Verification as usual.

Accounts with Two-Step Verification already enabled can only be linked if they share the same recovery code. If you are unable to link accounts that have Two-Step Verification enabled, you'll need to disable Two-Step Verification first. From there, link the accounts and enable Two-Step Verification once more.

Remove Two-Step Verification

If you need to remove the two-step verification for your profile, you can remove it in the same place you enabled it.

Select your profile picture on Toolbar at the top right, and then click My login settings.

my_login_settings_active_arrow.png

You'll be asked to verify that you want to remove the device, and then you'll need to enter the verification code sent to your device.

Troubleshooting

If you're unable to log in, use one of the sections below to find out the issue and be able to log in.

No Access

If you are taken to this page, you don't have access to that specific product.

no_access.png

When you click the name of one of the Administrators listed, you will be taken to your email client. Let the person know what you were trying to access.

Reset Your Password

Once your name and email address or phone number is the same in the accounts you want to link, log out and reset your password to be the same for each one.

All accounts that have the same email address or phone number will be available for a password reset.

  1. Go to the password reset page and select the Need a password? button.

    need_password.png
  2. Enter your email address or phone number and select Send code. Be sure to use an email address or phone number that is listed on all of the accounts you want to link.

    password_reset_page.png
  3. Once you receive the verification code in an email or text, select the link to the verification page and then select Continue.

    password reset code.png
  4. Use the checkboxes to choose which accounts need a new password. Set the new password for these accounts.

    password reset_numbered.png
    1. For accounts with two-step verification enabled, choose the highlighted button and follow the steps to change the password

    2. For accounts with no two-step verification, check the box next to the accounts that need a new password, and then choose the highlighted button.

      Caution

      If your email address or phone number is shared with other people, only check the boxes with your own name. Checking someone else’s name will reset their password. If you do reset someone else’s password by accident, they’ll receive an email letting them know it’s been changed and how to fix it.

Enter a new password according to the parameters and necessary strength.

password_reset_3.png

Tip

The password strength meter tests the overall strength of your password. Randomly generated characters usually work; long, memorable phrases can also be used.

Reset Password Errors

If you get an error while resetting your password, follow these steps to fix it.

  1. Delete old verification code emails.

    For security, verification codes will expire after a short time period.

  2. Clear your browser's cookies.

  3. Use this link to reset the password.

  4. Click the new link in the new email.

. Additional tips:

  • Manually enter information.

    Don't copy and paste!

    Sometimes a space will slip in before or after your login information, so re-enter your login and password.

  • Try a secondary email or phone number.

    An administrator or adult in your household may have made changes to your profile on your behalf, including the contact info you use for logging in. If you have a secondary email or phone number in your profile, try logging in with that instead.

Tip

Still no luck? Contact your church to make sure your profile is still active.

Undelivered Emails

You can see a list of all the emails a person has received through Planning Center from the Communication tab on their profile page.

Open an email highlighted in red to see if the email failed or was dropped, and hover over the status to view the reason for the failure.

undelivered.png

Tip

To learn more about what specific error codes entail, check out Email Error Codes.

If someone mentions they didn't receive an email, or you see that an email failed to be delivered to them, try these things:

  • Check Planning Center People to make sure their email address isn't blocked.

  • Ask the person to follow the allowlisting instructions below.

If neither helps, contact support by selecting the ? in the top right corner of the product.

Allowlisting Emails

Allowlisting an email tells your email provider to place emails from specific senders into your inbox rather than marking those emails as spam. Doing this will help you and your congregation avoid going through your spam or junk folder to find emails from Planning Center.

Allowlisting may look a little different in each email provider, but the basic process involves adding these domains to your address book:

Select your email provider to learn how to allowlist domains in your email account:

After allowlisting those domains, Planning Center emails will always appear in your inbox, and these important emails won't slip through the cracks!

Articles in this section

Was this article helpful?
1 out of 1 found this helpful