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 payout reports and donation list | ✓ | ✓ | ||
Create/edit/generate email statements | ✓ | ✓ | ||
Receive donation notifications | ✓ | ✓ |
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 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 |
|---|---|
Calendar | Enable Church Center to host your calendar |
Check-Ins | Enable the Church Center mobile app for pre-check Change the localization settings that all event times are based on |
Giving | Enable Church Center to host your donation form Connect Planning Center Payments to accept online donations (done in account settings) |
Groups | Enable Church Center for group engagement Change the localization settings that all event times are based on |
People | Set an expiration date for background checks Manage background check administrators Deactivate two-step verification for a profile Change a person's login method |
Publishing | |
Registrations | Enable Church Center to host signups Connect Planning Center Payments to accept online payments (done in account settings) |
Services | Choose default permission settings Update default settings for the Lyrics & chords editor |
Give access
Follow the instructions below to add a person to Giving.
Choose the People page from the top navigation.
Select the Users tab at the top of the page.
Select the Add user button in the top right corner.
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.
Select the Continue button to proceed to choosing this person's permission level in Giving.
In the Permission level dropdown, select which level of access to give this person.
Select the Update button at the bottom of the window to save your selection.
Edit permissions
Choose the People page from the top navigation.
Select the Users tab at the top of the page.
Select the person's name whose permissions you want to edit.
On their profile page, select the Actions button in the top right corner.
Choose Manage permissions from the dropdown.
In the Permission level dropdown, select which level of access to give this person.
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:
Choose the People page from the top navigation.
Choose the Users tab at the top of the page.
Select the person's name that you want to remove from Giving.
On their profile page, select the Actions button in the top right corner.
Choose Manage permissions from the dropdown.
In the Permission level dropdown, choose No Access.
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.
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.