Introduction for Organization Administrators

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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 have unrestricted ability to change the account's product subscriptions, manage other administrators' permissions, or even cancel the account. This article will give you an outline of the Organization Administrator role along with links to detailed instructions that will help you get oriented.

Tip

If you're unable to log in, follow the steps in this article.

Being the First Organization Administrator

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.

  • You are the only person that can set up your account in Giving. If you've subscribed to Giving, you will need to go through the complete setup process before you can add more Giving Administrators. If you don't need full access to Giving long-term, a new Giving Administrator can change or remove your permissions in Giving for you after you've done the setup.

  • Familiarize yourself with the permissions options in each Planning Center product you've subscribed to so that you can give people the correct levels of access as you add them to the account.

    Note

    You (or another Organization Administrator you add) will need to add the first product-specific administrator to each product (someone with full access to a particular product who is not an Organization Administrator). After that, the product administrators will be able to add more administrators, if needed.

    These articles will give you a breakdown of the roles and levels of access available in each product:

Tip

Follow the steps in our article, Setting Up a New Account, to get the account set up.

Get Set Up for Success

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.

Tip

Follow these tips to optimize your setup:

Learn the Products

With the exception of 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 begin to 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 first before branching out to the ones you're not subscribed to.

Which Products Can I Access?

By default, an Organization Administrator has the highest permission in all subscribed products except Giving. In order 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.

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Tip

If you're not sure which products you're subscribed to, go to the Products page.

People: The Planning Center Hub

Planning Center People is the hub for all Planning Center products. It houses all contact information and even tracks activity happening in other products.

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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 Administrator Only Tasks

As an Organization Administrator, you will be one of a select few people that can perform specific tasks in Planning Center. Your staff and volunteers may reach out to you for help with these, so it's a good idea to get familiar with them as early on as possible.

Expand the sections below for a list of things that only Organization Administrators for your account will be able to do and which products they'll affect.

Check-Ins and Groups

Registrations and Giving

  • Enable Church Center for hosting signups and your donation form (done in Account settings or Publishing if subscribed)

  • Connect the Stripe Integration for taking online payments (done in Account settings)

Admin Notifications

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.

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If you have login permissions to Planning Center, you will be able to see both read and unread notifications and customize your notification settings.

Get Help and Support

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.

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When you click that, you'll see this helpful dialog box.

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  1. Suggested articles will give suggestions based on the page you're on when you click the question mark.

  2. 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.

  3. Type in what you're looking for. This will search our online manual and return articles on that topic.

  4. 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.

Phone Calls

We're dedicated to getting you an email response within an hour whenever we can. We look into the issue in detail, ask for help from other seasoned members of the team, or even consult a developer, if necessary. This type of direct assistance and shared knowledge isn't available when on the phone.

However, if you do need a phone call, you can schedule one when you open a ticket.

Organization Administrator Requests

These requests to Support can only be made by Organization Administrators:

  • Data removal or corrections you can't make yourself (undo old CSV imports, iCal imports, etc)

  • Request promotional pricing (legacy plans, church plants, Giving contract promotion)

  • Gain access to anything that was created and managed by someone else in the account

  • Restore or fully delete a canceled account

  • Disconnect a Stripe account

  • Request access to Giving (if there are no current Giving Administrators in the account)

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