Permissions in Services

A person's access in Services depends on both the default permissions set at the Services level and the permissions set for each individual person. For instructions on editing default and individual permissions, see the Editing Permissions article.

Planning Center General Permissions

The best approach to giving people access to Planning Center is dependent upon their access at your church. Staff and background checked leaders probably have enough trust to be given access to people's information, whether to edit or view, but people outside of that trust circle should be given lower permissions.

This table outlines the access to people's contact information based on their permissions in another product.

	Accounts	Calendar	Check-Ins	Giving	Groups	People	Publishing	Registrations	Services
Can edit people profile information	Organization Administrator (in other products)	People Editor	Editor	Administrator	Administrator Leader (based on group permissions)	Manager Editor	No access	Administrator Manager (only attendees in signup)	Administrator Editor (based on permission settings) Scheduler (based on permission settings)
Can view people information	No access	People Viewer	Viewer	Bookkeeper	Group Type Manager Leader (based on group permissions)	Viewer	No access	No access	Editor Scheduler (based on permission settings) Viewer (based on permission settings)
No access to people information	Billing Managers	Any Event, Room, or Resource permission	Headcounter	Reviewer Counter	Member	No access	Administrator	No access	Scheduled Viewer

The following table summarizes the Services access for each permission level, in order of lowest to highest. The higher-level permissions inherit the access of all of the permissions below them.

Permissions Summary

Permission Level	Services Access Allowed
Scheduled Viewer	View their My Schedule page and plans that they have been scheduled for after a notification email has been sent. Scheduled Viewers cannot see Plans, Songs, Media, or People unless they have higher permissions elsewhere.
Viewer	View all plans, songs, and media even if they aren't scheduled for a plan. View people on their teams on the People page.
Scheduler	View, create, and edit profiles. Create and edit teams they lead. Schedule People on teams they lead. Add Rehearsal and Other times (but not Service times) in a plan.
Editors	Add and edit all plans, people, and songs. Upload data and can delete songs, media, people, and plans they have created.
Administrators	View and edit everything, including Service Type settings Delete songs, media, and people they have created, unless permissions are set to Allow Admins To Delete Anything Create and edit tags for songs and people (only people with the General Permission set to Administrator) Reschedule plans
Organization Administrators	Edit or delete anything, even if they did not create it Copy Service Types Change permissions settings Oversee the entire Planning Center account (OAs are assigned in Accounts) Manage integrations - SongSelect (CCLI), Multitracks, RehearsalMix, and WorshipHouse Media

Notice

From within Planning Center, Schedulers can only schedule and email people on teams that they lead; however, our API still allows this via 3rd party apps and custom integrations.

Detailed Permissions Tables

• Highest Permission - These actions are dependent on the highest permission a user has across all Folders or Service Types. This permission is listed to the left of each person's name on the main People page and under their name on their profile.

• Service Type - These actions are dependent on the user's permission for a specific Service Type.

• General Permission - These actions in this section are dependent on the General Permission for all of Services. A person's General Permission is the top-most permission option on their profile Details tab.

The tables in the following sections detail the permission levels required for each Services task.

Navigation

Navigation permissions include access to the main pages in Services and permissions to create or delete Service Types and Folders.

NAVIGATION
Highest Permission	Scheduled Viewer	Viewer	Scheduler	Editor	Admin
View Plans	Only those they are scheduled in	X	X	X	X
Songs and Media Libraries		X	X	X	X
People Pages		Their team only	PS	X	X
Create/Delete Service Types					X
Create Folders					FP
Delete Folders					EF

X - Full Permission

FP - Looks to Folder Permissions

EF - If folder is empty (looks Folder Permissions as well)

People

These permissions are related to viewing, importing, and exporting people on the People page.

PEOPLE PAGE PERMISSIONS
Highest Permission	Viewer	Scheduler	Editor	Admin
View People Page	PS	PS	X	X
Remove “My Teams” Filter	PS	PS	PS	X
Export People CSV		PS	PS	X

X - Full Permission

PS - Based on the Permissions Settings

These permissions are related to viewing or editing information in people's profiles.

PROFILE PERMISSIONS
Highest Permission	Viewer	Scheduler	Editor	Admin
View Sent or Received Emails in Other Profiles		X	X	X
Create People		PS	PS	X
Remove or Archive People		C	C	C PS
Edit People Contact Info		PS	SPL	GP
Edit People Assignments		Their teams only	GP	GP
Edit People Permissions				X
Set File Access			GP	GP
Edit/Delete Tags			GP	GP

X - Full Permission

C - If they created it

PS - Based on the Permissions Settings

SPL - Same permission or lower

GP - Based on General Permission not Max Permission

Songs and Media

These permissions are related to viewing, adding and editing songs and media.

SONGS/MEDIA
Highest Permission	Viewer	Scheduler	Editor	Admin
Edit Songs and Media			X	X
Delete Songs, Arrangements, Media, and People		C	C	C PS
Upload Song/Media Attachments			X	X

X - Full Permission

C - If they created it

PS - Based on the Permissions Settings

Plans and Scheduling

Plan permissions include the ability to add or edit plans.

PLANS
Service Type Permission	Scheduler	Editor	Admin
Add a Plan		X	X
Delete a Plan		C	X
Reschedule a Plan	X	X	X
Edit Service Order		X	X
Edit Service Time		X	X
Edit Rehearsal or Other Time	X	X	X
Add or Edit Plan Notes		X	X
Edit, Import, or Export Templates	PO	X	X
Upload an Attachment		X	X

X - Full Permission

PO - People only

Scheduling permissions include the ability to schedule people and add or edit teams.

SCHEDULING AND TEAMS
Service Type Permission	Scheduler	Editor	Admin
Schedule People	X	X	X
Edit Teams and Positions	Their teams only	X	X
Delete Teams and Positions	C	C	X

X - Full Permission

C - If they created it

Services LIVE

The permissions in this table relate to Services LIVE actions.

SERVICES LIVE
Service Type Permission	Scheduled Viewer	Viewer	Scheduler	Editor	Admin
View LIVE	DO	X	X	X	X
Control LIVE	LP	LP	LP	X	X
Take Control from Someone Else					X
LIVE Chat	LP	X	X	X	X
Reset LIVE times in Plan					X

X - Full Permission

DO - Day Of, only on the day of your plan

LP - With LIVE permissions for that Service Type

Account

These are the permission for actions related to the Services account. Most account actions can only be performed by an Organization Administrator.

ACCOUNT
General Permissions	Editor	Admin	Organization Admin
Edit Custom Reports		X	X
Copy Service Type			X
Recover Deleted Service Types		X	X
Restore Archived Service Types		X	X

X - Full Permission