If you're a new Organization Administrator, you may be wondering what you can--or should--do in this new system. As an Organization Administrator, you can change the account's product subscriptions, manage other administrators' permissions, or even cancel the account. This article will give you an outline of your new role along with links to detailed instructions that will help you get oriented.
Tip
If you cannot log in, follow the steps in this article.
If you are the person that created the church account, then congratulations! You are the original Organization Administrator, which comes with some unique responsibilities.
You are the only Organization Administrator that is also automatically made a Billing Manager. New administrators will need to be added to each specific role as an Organization Administrator and/or a Billing Manager. Once a new person is added to the Billing Manager role, you can remove yourself if you don't want to receive invoices and receipts.
A great first step to take as a new Organization Administrator is to verify that the information in the Account settings is correct. Use the links below to make sure your account has the most up-to-date information in it.
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Follow these tips to optimize your setup:
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Have at least 2 people in the Organization Administrator role.
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Ensure two-step verification is set up for all Organization Administrators and anyone else that can log in to Planning Center.
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Learn how to make the most of your budget by changing subscription plans in slow seasons.
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If you've just joined an established account that subscribes to Services, this guide can help you get your bearings.
Except for Giving, you automatically have the highest level of access to all of the products your church subscribes to. It's important to get to know each one, so you can use them more fully. These links will introduce you to each product.
Caution
You may not be subscribed to all of these products. Learn the ones you're subscribed to before branching out to the ones you're not subscribed to.
By default, an Organization Administrator has the highest permission in all subscribed products except Giving. For anyone to have access to Giving, a Giving Administrator must manually give them access.
From the top left, click on the product name to be taken to another product.
Tip
If you're unsure which products you're subscribed to, go to the Products page.
Planning Center People is the hub for all Planning Center products. It houses all contact information and even tracks activity happening in other products.
The People product stores all information about people in your organization, and this information can be accessed through your other products. If you can't find what you're looking for, it might be in another product. Check out some features of our other products below.
Organization administrators have access to specific parts of Planning Center that no other permission can access, so please be sure to familiarize yourself with them as early as possible.
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Task |
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Services |
Choose default permission settings Update default settings for the Lyrics & Chords editor |
Administrators will be able to see any notifications related to them in the Admin Notifications Inbox. You can find this inbox at the top right corner of any page by clicking the bell icon.
If you have login permissions to Planning Center, you will be able to see both read and unread notifications and customize your notification settings.
Our Support Team is always here to help! Use the ? at the top right of every page to find articles or open a ticket with Support.
When you click that, you'll see this helpful dialog box.
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Suggested articles will give suggestions based on the page you're on when you click the question mark.
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Click browse our documentation to be taken directly to our online manual. You'll be able to see all of our help articles and open them from there.
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Type in what you're looking for. This will search our online manual and return articles on that topic.
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Send an email to our Support Team. For the most efficient support, be sure to include specifics about what you're working with. When you submit your questions from here, we receive lots of information about your account, including the page you're viewing, which allows for fast and accurate support for your request.
Planning Center Support Team is dedicated to getting you an email response within an hour by looking into the issue in detail, asking for help from other seasoned team members, or even consulting a developer, if necessary. This type of direct assistance and shared knowledge is unavailable on the phone.
However, if you need a phone call, you can schedule one when you open a ticket.
These requests to Support can only be made by Organization Administrators:
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Data removal or corrections you can't make yourself (undo old CSV imports, iCal imports, etc)
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Request promotional pricing (legacy plans, church plants, Giving contract promotion)
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Gain access to anything that was created and managed by someone else in the account
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Restore or fully delete a canceled account
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Disconnect a Stripe account
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Request access to Giving (if there are no current Giving Administrators in the account)