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.
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.
From the People page, go to the Administrators tab to see a list of the current Administrators and their permission levels. Go to the Headcounters tab to see a list of people who can track attendance with headcounts.
Click a name to view their current permissions.
If they don't yet exist in Check-Ins, you can click Add Administrator to add them.
To view their permissions, click Permissions from the Actions dropdown.
Choose the permission to be Admin or Non Admin, and when you save their new permission, they'll receive an 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:
These products send an email to every email address listed on a profile
This product allows a person to choose which email address, regardless of the primary email address:
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.
Only Editors can create stations.
Non Admin permissions allow users to be Headcounters for Headcounts without giving them full permissions to Check-Ins.