If you're a new organization administrator, you may wonder 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 outlines your new role and links to detailed instructions to help you get oriented.
Tip
If you cannot log in, follow the steps in this article.
If you created the church account, congratulations! You are the original organization administrator, which comes with some unique responsibilities.
You are the only organization administrator who is automatically made a Billing Manager. New administrators must 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 for a new organization administrator is to verify that the information in the Account settings is correct. Use the links below to ensure that your account has the most up-to-date information.
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Follow these tips to optimize your setup:
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Have at least two people in the organization administrator role.
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Ensure two-step verification is set up for all organization administrators and anyone else who 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 subscribed to Services, this guide can help you get your bearings.
Except for Giving, you automatically have the highest level of access to all the products your church subscribes to. Getting to know each one is important 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 permissions in all subscribed products except Giving. For anyone to have access to Giving, a Giving administrator must manually grant them access.
From the top left, click on the product name to be taken to another product.
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If you're unsure which products you subscribe 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 familiarize yourself with them as early as possible.
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Product |
Task |
|---|---|
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Calendar |
Enable Church Center to host your calendar |
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Check-Ins |
Enable the Church Center mobile app for pre-check Change the Localization settings that all event times are based on |
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Giving |
Enable Church Center to host your donation form Connect the Stripe Integration to take online donations (done in Account settings) |
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Groups |
Enable the Church Center for group engagement Change the Localization settings that all event times are based on |
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People |
Delete profiles (not recommended) Set an expiration date for background checks Deactivate two-step verification for a profile |
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Registrations |
Enable Church Center to host signups Connect the Stripe Integration to take online payments (done in Account settings) |
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Services |
Choose default permission settings Update default settings for the Lyrics & Chords editor |
Notifications
Administrators can 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 selecting 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 select that, you'll see this helpful dialog box.
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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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Suggested articles are based on the page you're on when you select the question mark.
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View introduction articles, watch video tutorials, or browse documentation to be taken directly to our online manual.
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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.
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Planning Center Support is dedicated to getting you an email response within an hour by investigating 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.
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)