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Permissions in Publishing

Administrator is the only permission in Publishing, and it has access to all Publishing features. All organization administrators are Publishing administrators by default and can add others to that role.

Share these articles with people based on their roles in your church to help them get the most out of Publishing:

Contact information permissions

 

Giving people access to Planning Center depends on their role at your church. Staff and background-checked leaders may have enough trust to access people's information, whether to edit or view, but people outside of that trusted circle should be given lower permissions.

This table outlines who can access people's contact information based on their permissions in another product. 

Can edit

Can view

No access

Account settings

Organization administrators (in all products except Giving)

Billing managers

Calendar

People editor

People viewer

Any event, room, or resource permission

Check-Ins

Editor

Viewer

Headcounter

Giving

Administrator

Bookkeeper

Counter

 

Reviewer

Groups

Administrator

Group type manager

Leader (everyone in their group) 

Member (everyone in their group who has made info visible)

Members under the age of 13

People

Manager

Editor

Viewer

Publishing

Administrators

Registrations

Administrator

Manager (only attendees in signup)

Services

Administrator

Editor (based on settings)

Scheduler (based on settings)

Viewer (based on settings)

Scheduled viewer

Add an administrator

  1. Choose the People page from the top navigation.

  2. Select the Add administrator button in the top right corner of the page.

  3. Type the person's name that you want to make an administrator.

    • If the person already has an account in your organization, select their name from the dropdown.

    • If they do not have an account yet, select Create a new person and enter their information.

Remove an administrator

When someone is removed as a Publishing administrator, they will encounter an error page next time they try to log in.

Warning

You cannot remove an organization administrator from Publishing.

To remove access:

  1. Choose the People page from the top navigation.

  2. Scroll or search to find the person whose permissions you want to remove.

  3. Select the Actions button in line with their name.

  4. Select Manage permissions from the dropdown.

  5. In the Permission level dropdown, choose No access.

  6. Select the Update button at the bottom of the window.

When is someone notified of permission changes?

When you change someone's permissions in Planning Center, they may receive a notification, depending on the type of change.

Add a new person

When someone who has never logged into your organization is granted access to Planning Center, they receive an email notification.

The email welcomes them and lists all of the products they've been given access to, their permission levels in those products, and explains how to log in.

Remove or downgrade an existing person's permissions

When an existing person's permission levels or product access are removed or downgraded, they don't receive an email notification unless any change is made to an organization administrator, then all other organization administrators are notified.

If a person's permissions are upgraded in one product and downgraded in another, their notification email will show their new downgraded permission in the second product. However, there will be no indication that it was changed.

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