You can grant different permissions to allow pastors, administrators, staff, and key volunteers to view, edit, or customize information in People.
Planning Center People is not designed to be used as a church directory, and the general congregation members should not have access to it.
On a person's
, a Manager can view and edit their permissions by choosing
from the gear dropdown.
Permissions for all products are shown, but only permissions for People can be changed. Other permissions must be changed from within each app.
Choose the People permission from the dropdown. By default, a Manager can email lists, and create forms and workflows. However, if you want a Viewer or Editor to email lists or create forms and workflows, check the corresponding box.
to send an email to the person notifying them their permission level has been changed.
Table of Permissions
The table below lists what each permission level can do regarding
can see information for people across Planning Center apps. Another Organization Administrator can make someone an Organization Administrator from
Only an Organization Administrator can delete a person or give
to certain permission levels or people.
Custom Field Permission Levels