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Permissions in Check-Ins

If you're in charge of an event or an event's attendance reports, you need access to Check-Ins. Check-Ins has three permission levels: editor, viewer, and headcounter.

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

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.

Add or edit permissions

Follow the steps below to edit a person's permission level.

  1. Choose the People page from the top navigation.

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

  3. On the profile page, select the Actions button next to their 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 selection.

Remove access

When a person's access is removed from Check-Ins, they will encounter an error page if they try to log in. To remove access:

  1. Choose the People page from the top navigation.

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

  3. On their profile page, select the Actions button next to their 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 selection.

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.

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