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 |
|
|---|---|---|---|
|
✓ |
|||
|
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.
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 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 |
|
Services |
Choose default permission settings Update default settings for the Lyrics & chords editor |
Follow the steps below to edit a person's permission level.
-
Choose the People page from the top navigation.
-
Select the person's name for whom you want to edit permissions.
-
On the profile page, select the Actions button next to their name and profile photo.
-
Choose Manage permissions from the dropdown.
-
In the Permission level dropdown, select which level of access to give this person.
-
Select the Update button at the bottom of the window to save your selection.
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:
-
Choose the People page from the top navigation.
-
Select the person's name for whom you want to remove access.
-
On their profile page, select the Actions button next to their name and profile photo.
-
Choose Manage permissions from the dropdown.
-
In the Permission level dropdown, choose No Access.
-
Select the Update button at the bottom of the window to save your selection.
When you change someone's permissions in Planning Center, they may receive a notification, depending on the type of change.
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.
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.
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.