If you're in charge of any event or the reports on attendance for an event, you need access to Check-Ins. There are three permission levels for Check-Ins.
Tip
If you need access to a station to take attendance, you don't need Check-Ins access; you only need an editor to create the station for you!
Share these articles with people based on their roles in your church to help them get the most out of Check-Ins:
|
Editor |
Viewer |
Headcounter |
|
|---|---|---|---|
|
✓ |
|||
|
View event information |
✓ |
✓ |
✓ |
|
✓ |
|||
|
✓ |
|||
|
* |
* |
* |
|
|
Create reports |
✓ |
||
|
Use a station |
✓ |
✓ |
✓ |
|
Edit personal information |
✓ |
||
|
Edit check-in information |
✓ |
||
|
✓ |
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.
Important
Only organization administrators can edit profile information for people across all Planning Center products.
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) |
Billing managers |
|
|
Calendar |
People editor |
People viewer |
Any Event, Room, or Resource permission |
|
Check-Ins |
Editor |
Viewer |
Headcounter |
|
Giving |
Administrator |
Bookkeeper |
Reviewer Counter |
|
Groups |
Administrator Leader (based on group settings) |
Group type manager (based on group settings) Member (only people in their group) |
|
|
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 |
|---|---|
|
Check-Ins |
Enable the Church Center mobile app for pre-check Change the Localization settings that all event times are based on |
To give someone access to Check-Ins, click Permissions from the Actions dropdown on their profile.
If you choose Admin, select Editor or Viewer from the dropdown. Check the Headcounter box to allow the person to have access to headcounts.
When a person is added, they'll receive an email that allows them to set their password and log in.
Important
Emails are sent to the primary email address, except for Account Settings. Account Settings sends an email to every email address listed on an organization administrator or billing manager's profile.
If you don't want a person to have access to any administrative tasks in Check-Ins, choose Non Admin.
Removing a person's access will not notify them. When they try to log in, they will encounter an error page.
Non-admins can still be headcounters, so if you don't want the person to have that access, uncheck the Headcounter box.