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.
Tip
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.
Tip
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) |
|
Groups |
Enable 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 |
|
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.
If you get stuck and need a hand, Planning Center's support team is always here to help! Use the ? question mark icon in the toolbar to open the Help and support sidebar.
From here you can:
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Search online documentation for an instant answer to your question. The toolbar also suggests help articles based on the page you are currently viewing.
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Access getting started resources or jump into Planning Center University (PCU). You can also connect with other Planning Center customers in the customer communities and see what's new by checking out the changelog.
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Connect with a support agent for one-on-one help. You can send them an email directly from the toolbar, or schedule a phone call if you prefer.
The following 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)