Administrators and Permissions

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There is one permission level in Giving: Administrator

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, we've made it so that only those established as Administrators in Giving have access to this product.

Administrators are able to log into the Admin side of Giving to manage funds, labels, process batches, and much more. They are also the only ones with access to Giving-related data in Planning Center People, like Lists and Profile Activity.

Adding an Administrator

From the People page, go to the Administrators tab and select Add Administrator.

add administrator

Type the name of the person you'd like to add. If this person already exists in your database, you can select them from the populated results. If the person isn't listed, select Create a new person to create new profile and add them as an Administrator. 

add administrator

When an Administrator is added, all other Giving Administrators are emailed about the change, so everyone is clear on who does and doesn't have access to Giving.

Removing an Administrator

If you need to remove permissions from a person, go to their profile and select Remove admin access from the Admin Profile tab.

An Administrator can also remove their own access from their profile.

When someone's Administrator access is removed, their activity in the logs will remain intact, along with any other information on their Donor Profile.

Admin access is also removed when the person is set to Inactive in Planning Center People, which happens when a person leaves the church, passes away, or any other reason determined by the organization.

When an Administrators is removed, all other Giving Administrators are emailed about the change, so everyone is clear on who does and doesn't have access to Giving.

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