Permissions in Registrations

If you're leading an event or managing payments, you need access to Registrations. There are two permissions levels in Registrations: administrator and manager. Administrators can create, view, and modify all signups in your account, while managers can only modify the signups they are added to.

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

• Introduction for administrators 

• Introduction for Managers 

• How congregants use Church Center 

sidebar.

✓ Available by default

* Available depending on settings

CC Available on Church Center

	Administrator	Manager
Edit profile details	✓	✓
Search entire profile database	✓	✓
Edit registration information	✓	✓
Manage payments for an event	✓	✓
Manage all payments	✓
Create a signup	✓
Manage categories	✓
Add signup to a category	✓
Duplicate event	✓
Delete event	✓

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
Registrations	Enable Church Center to host signups Connect the Stripe Integration to take online payments (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

Add or edit administrator permissions

1. Choose the People page from the top navigation.

2. Select the person's name for whom you want to edit permissions.

3. On their profile page, select the Actions button to the right of the person's name and profile photo.

4. Choose Manage permissions from the dropdown.

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

6. Select the Update button at the bottom of the window to save your changes.

Add or edit manager permissions

Managers are added as contributors to individual signups and can manage settings and registrations for the signups shared with them without being an administrator. They cannot access any other signups.

Important

Contributors are anyone that has access to a signup, which means contributors always include Registrations administrators and any manager that has been added to that specific signup.

1. Choose the Signups page from the top navigation.

2. Select the name of the signup where you want to add a manager.

3. Choose the Configuration tab toward the top of the page.

4. Enter the person's name in the search bar of the Contributors section.

To remove someone as a contributor, select the X to the right of their name in the Contributors section.

Remove access

1. Choose the People page from the top navigation.

2. Select the person's name for whom you want to remove permissions.

3. On their profile page, select the Actions button to the right of the person's name and profile photo.

4. Choose Manage permissions from the dropdown.

5. In the Permission level dropdown, choose No access.

6. Select the Update button at the bottom of the window to save your changes.

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.