Permissions in Publishing
Administrator is the only permission in Publishing, and it has access to all Publishing features. All organization administrators are Publishing administrators by default and can add others to that role.
Share these articles with people based on their roles in your church to help them get the most out of Publishing.
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 |
Add an administrator
Choose the People page from the top navigation.
Select the Add administrator button in the top right corner of the page.
Type the person's name that you want to make an administrator.
If the person already has an account in your organization, select their name from the dropdown.
If they do not have an account yet, select Create a new person and enter their information.
Remove an administrator
When someone is removed as a Publishing administrator, they will encounter an error page next time they try to log in.
Warning
You cannot remove an organization administrator from Publishing.
To remove access:
Choose the People page from the top navigation.
Scroll or search to find the person whose permissions you want to remove.
Select the Actions button in line with their name.
Select Manage permissions from the dropdown.
In the Permission level dropdown, choose No access.
Select the Update button at the bottom of the window.
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.
Important
This applies to all products except Publishing. There is only one permission level in Publishing, so it is not possible to upgrade a person's permissions.
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 the change was made to an organization administrator; then all organization administrators are notified.
Warning
If an organization administrator's access is removed, they will be notified via email. This is a security measure to provide awareness in the event of a profile takeover.
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.