Permissions in Giving

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

• Introduction for Administrators 

• Introduction for Bookkeepers 

• Introduction for Counters 

• Introduction for Reviewers 

• How Donors Use Church Center 

sidebar.

✓ Available by default

* Available depending on settings

CC Available on Church Center

	Administrator	Bookkeeper	Counter	Reviewer
View settings	✓	✓
Change settings	✓
Update permissions	✓
Create or edit fund	✓
View fund list and labels	✓	✓
Manage labels	✓	✓
View campaign list and overview	✓	✓		✓
View campaign pledges and donations	✓	✓
Create a campaign	✓

Batches

	Administrator	Bookkeeper	Counter	Reviewer
Manage batches or batch groups	✓	✓	✓
Enter donations in "In Progress" batches	✓	✓	✓
Manage "In Progress" batches	✓	✓	✓
Commit batches	✓	✓
Enter donations in committed batch	✓	✓
Manage committed batches	✓	✓

Donor Profiles and People

	Administrator	Bookkeeper	Counter	Reviewer
Manage profile contact information	✓	✓	✓
Access donation history	✓	✓
View People lists	*	*
Search for people	✓	✓	✓
Join donors	✓	✓
Email donors	✓	✓

Reports and Statements

	Administrator	Bookkeeper	Counter	Reviewer
View dashboard	✓	✓		✓
View Stripe payout reports and donation list	✓	✓
Create/edit/generate email statements	✓	✓
Receive donation notifications	✓	✓

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.

Important

Only organization administrators can edit profile information for people across all Planning Center products.

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)		Billing managers
Calendar	People editor	People viewer	Any Event, Room, or Resource permission
Check-Ins	Editor	Viewer	Headcounter
Giving	Administrator	Bookkeeper	Reviewer Counter
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

Organization Administrator-Only Tasks

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.

Product	Task
Giving	Enable Church Center to host your donation form Connect the Stripe Integration to take online donations (done in Account settings)

Give Access

To add a person, go to the Users tab on the People page and select Add User.

Search for the person and select them from the list, or click Create new person. 

Notice

If you create a new person, enter their contact information before assigning them to a role.

Choose the role, and then select Send Invite Now.

When a person is added, they'll receive an email that allows them to set their password and log in.

Important

Emails are sent to the primary email address, except for Account Settings. Account Settings sends an email to every email address listed on an organization administrator or billing manager's profile.

An administrator can quickly change permissions by selecting the pencil next to their name in the Users tab.

Remove Access

In the Permissions section of the User Profile tab, an administrator can select Edit.

Select Remove Access to remove the person's access to Giving.

Removing a person's access will not notify them. When they try to log in, they will encounter an error page.

When someone's access is removed, their activity in the logs and information on their Donor Profile will remain intact. An administrator will receive an email and notification of the change.