Permissions in Services

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A user'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 how to edit default and individual permissions, see the Editing Permissions article.

Notice

We recommend that you give your volunteers the lowest permission level possible while giving them enough access to do their jobs.

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.

  • Change permissions settings.

  • Oversee the entire Planning Center account (OAs are assigned in Accounts).

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

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

Permission Scope

The scope of permissions shown in the detailed permissions tables are described here:

  • 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.

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

Organization Admin

View My Schedule

View Plans, Songs, Media, and People Pages

Create/Delete Service Types

FP

Create Folders

FP

Delete Folders

EF

EF

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

Scheduled Viewer

Viewer

Scheduler

Editor

Admin

Organization Admin

View People Page

PS

Remove “My Teams” Filter

PS

PS

Export People CSVs

PS

PS

Import CSV to People Page

PS - Based on the Permissions Settings

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

PROFILE PERMISSIONS

Highest Permission

Scheduled Viewer

Viewer

Scheduler

Editor

Admin

Organization Admin

View Received Emails in My Profile

View Sent or Received Emails in Other Profiles

Create People

PS

PS

Remove or Archive People

C

C

C

PS

Edit People Contact Info

PS

SPL

Edit People Assignments

Edit People Permissions

Set File Access

GP

Edit/Delete Tags

GP

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

Scheduled Viewer

Viewer

Scheduler

Editor

Admin

Organization Admin

Edit Songs and Media

Delete Songs, Arrangements, Media, and People

C

C

C

PS

Upload Song/Media Attachments

C - If they created it

PS - Based on the Permissions Settings

These permissions show which access levels have the ability to enable or disable the Services integrations.

INTEGRATIONS

Highest Permission

Scheduled Viewer

Viewer

Scheduler

Editor

Admin

Organization Admin

SongSelect (CCLI)

PraiseCharts

RehearsalMix

WorshipHouse Media

Plans and Scheduling

Plan permissions include the ability to add or edit plans.

PLANS

Service Type Permission

Scheduled Viewer

Viewer

Scheduler

Editor

Admin

Organization Admin

Add a Plan

Delete a Plan

C

Reschedule a Plan

Edit Service Order

Edit Service Time

Edit Rehearsal or Other Time

Edit Plan Notes

Edit, Import, or Export Templates

PO

Upload an Attachment

PO - People only

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

SCHEDULING AND TEAMS

Service Type Permission

Scheduled Viewer

Viewer

Scheduler

Editor

Admin

Organization Admin

Schedule People

Edit Teams and Positions

Delete Teams and Positions

C

C

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

Organization Admin

View LIVE

DO

Control LIVE

LP

LP

LP

Take Control from Someone Else

LIVE Chat

LP

Reset LIVE times in Plan

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

Scheduled Viewer

Viewer

Scheduler

Editor

Admin

Organization Admin

Edit Custom Reports

Billing and Subscription

Recover Deleted Service Types

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