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Permissions in Check-Ins

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

Create an event 

View event information

Create stations 

Track attendance from Headcounts app 

*

Open station settings 

*

*

*

Create reports

Use a station

Edit personal information

Edit check-in information

Create a label 

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

Reviewer

Counter

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.

Give Access

To give someone access to Check-Ins, click Permissions from the Actions dropdown on their profile.

actions_permissions_arrow.png

If you choose Admin, select Editor or Viewer from the dropdown. Check the Headcounter box to allow the person to have access to headcounts.

modal_permissions.jpeg

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.

Remove Access

If you don't want a person to have access to any administrative tasks in Check-Ins, choose Non Admin.

non_admin.png

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.

Articles in this section

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