Permissions in Giving

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By default, Organization Administrators have access to most of the Planning Center products, but Giving is the exception. Due to the sensitive nature of Giving information, only those assigned a role in Giving will have access to the product.

User Roles

The user roles in Giving include:

  • Giving Administrator: Controls all parts of Giving, including the permissions of all users and system settings. The person who sets up the Giving account is the first Administrator. Only a few people in your organization should have this level of control.
  • Bookkeeper: Can access nearly all parts of Giving, but can't edit funds or pledge campaigns. Bookkeepers can view, but not modify, system settings and the permissions of other users.
  • Counter: Limited access to allow entering check and cash donations in batches. Counters can't commit batches, view full donor profiles, generate reports, or access batches once they’ve been committed.
  • Reviewer: Limited access role for reviewing the dashboard reports and pledge campaign progress. Reviewers have no editing capability of any kind and no access to donor profiles or history.

See the Add and Manage Users article for information on how to assign and update user roles.

Permissions

The following table details the permission levels required for each Giving task.

Batches Administrator
Bookkeeper Counter Reviewer
Create/delete/edit batches or batch groups



Enter donations in "In Progress" batches




Access/Manage "In Progress" batches



Commit batches



Enter donations in committed batch




Access/Manage committed batches




Donor Profiles and People
Administrator
Bookkeeper
Counter Reviewer
View/create/edit profile contact information




Access donation history and people lists




Search for people




Join and email donors




Fund and Labels Administrator
Bookkeeper
Counter
Reviewer
Create or edit fund




View funds list and labels



Create/edit/delete/merge labels




Pledge Campaigns Administrator
Bookkeeper
Counter
Reviewer
View campaign list and overview




View campaign pledges and donations




Create a campaign




Reports and Statements Administrator Bookkeeper Counter Reviewer
View dashboard



View Stripe payout reports and donation list



Create/edit/generate/email statements




Settings Administrator
Bookkeeper
Counter
Reviewer
View settings



Change settings



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