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