Permissions in Check-Ins

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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.

Check out this video about 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.

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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.

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

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Which Email Address Receives the Email?

A person can specify the primary email address on a profile, but not all Planning Center products respect that primary email address at this time.

Here's how to know which email address will receive the email you send:

These products only send an email to the primary email address on a profile:

  • Registrations

  • Calendar

These products send an email to every email address listed on a profile

  • Services

  • Groups

  • People

  • Check-Ins

  • Accounts

This product allows a person to choose which email address, regardless of the primary email address:

  • Giving

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.

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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.

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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.

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