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Permissions in Giving

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

 

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.

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