Permissions in Check-Ins

Created on:
Updated on:

When you check in someone for the first time, they will be added to Check-Ins with no permissions. However, you can give them permission to access different parts of Check-Ins.

Important

Only Organization Administrators can see information for people across Planning Center apps. In Check-Ins, you can make someone an Admin or Non Admin with Headcounter permissions.

View People with a Specific Permission

From the People page, use the role dropdown to see a list of people and their permission levels. Go to the Headcounters tab to see a list of people who can track attendance with headcounts.

Click the dropdown to view the People page based on certain permission.

all_roles_dropdown_arrow.jpeg

Notice

If they don't yet exist in Check-Ins, you can click Add Administrator to add them.

View Individual Permissions

To view a person's permissions, click Permissions from the Actions dropdown.

actions_permissions_arrow.png

Choose the permission to be Admin or Non Admin, and when you save their new permission, they'll receive an email.

permissions.jpeg

Important

Emails will be sent to the primary email address, except in the case of Account settings. Accounts sends an email to every email address listed on an Organization Administrator or Billing Manager's profile.

Admin

An Admin has two different permission levels:

  • Viewers can see data from any event, but they can't make any changes to data, unless they're also a Headcounter, someone who can add headcounts.

  • Editors, as the top permission level, have full access to all data in Check-Ins.

Click Admin, and then choose a permission type from the dropdown.

admin.png

Caution

Only Editors can create stations.

Non Admin

Non Admin permissions allow users to be Headcounters for Headcounts without giving them full permissions to Check-Ins.

non_admin.png

Once you've checked the Headcounter box and Save, an email will be sent to the person, letting them know they have been added as a counter and prompting them to download the Headcounts app from the App Store or Google Play. They can log in and start tracking attendance from the app.

Was this article helpful?
1 out of 3 found this helpful