Free eBook · 10 pages

Planning Center permissions

A best-practice guide to managing permissions, so the right people see the right data and nobody sees what they shouldn’t.

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What's inside

  • The permission levels in Planning Center People, and who should hold each one
  • A sample permissions policy — ministry roles mapped to the access they get by default
  • How to pick a database manager, and what that role is actually responsible for
  • A request process built on a People form and workflow, so access is granted on the record
  • Account security basics: two-step verification, least privilege, and removing access when someone leaves
  • Links out to each app's own permissions reference

How you'll get it

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Want to talk it through?

We've moved hundreds of churches onto Planning Center. If the download raises more questions than it answers, that's a conversation rather than another PDF.