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	✓
Create or edit payment sources	✓	✓
View fund list and labels	✓	✓
Manage labels	✓	✓
Bulk edit donations	✓	✓
View campaign list and overview	✓	✓		✓
View campaign pledges and donations	✓	✓
Create a campaign	✓
Create automations	✓	✓
View system logs	✓	✓

Batches 

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

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

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)
Services	Choose default permission settings  Update default settings for the Lyrics & chords editor  Create shared email templates  Add/remove Music Stand  Deactivate two-step verification for a profile

Give access

Follow the instructions below to add a person to Giving.

1. Choose the People page from the top navigation.

2. Select the Users tab at the top of the page.

3. Select the Add user button in the top right corner.

4. Search for the person's name to see if they already have an existing profile in your People database, or select Create new person and enter their profile info.

5. Select the Continue button to proceed to choosing this person's permission level in Giving.

6. In the Permission level dropdown, select which level of access to give this person.

7. Select the Update button at the bottom of the window to save your selection.

Edit permissions

1. Choose the People page from the top navigation.

2. Select the Users tab at the top of the page.

3. Select the person's name whose permissions you want to edit.

4. On their profile page, select the Actions button next to their name and profile photo.

5. Choose Manage permissions from the dropdown.

6. In the Permission level dropdown, select which level of access to give this person.

7. Select the Update button at the bottom of the window to save your selection.

Tip

Administrators can also quickly change permissions by selecting the ✏️ edit icon next to a person's name in the Users tab of the People page.

Remove access

When someone's access is removed from Giving, they are notified by email, along with all administrators and bookkeepers. The person's activity in the logs and information on their Donor Profile will remain intact.

To remove access:

1. Choose the People page from the top navigation.

2. Choose the Users tab at the top of the page.

3. Select the person's name that you want to remove from Giving.

4. On their profile page, select the Actions button next to their name and profile photo.

5. Choose Manage permissions from the dropdown.

6. In the Permission level dropdown, choose No Access.

7. Select the Update button at the bottom of the window to save your selection.

Tip

Administrators can also quickly change permissions by selecting the ✏️ edit icon next to a person's name in the Users tab of the People page.

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.

Upgrade an existing person's permissions

When someone already in Planning Center has their permission levels upgraded, they receive an email notification.

The email tells them that their access level has changed, lists all of the products they have access to and their permission levels in those products, and highlights which permission levels were upgraded.

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.

Additionally, the following cases are exceptions in Giving:

• When someone's role is revoked in Giving, they receive an email notifying them of the change.

• When someone is removed from Giving, administrators and bookkeepers are notified.

• Administrators and bookkeepers are also notified if a new Giving administrator is created or an existing administrator's permissions are changed or removed.