Permissions in Services

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

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.

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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

FP

Create Folders

FP

Delete Folders

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

Viewer

Scheduler

Editor

Admin

View People Page

PS

PS

X

X

Remove “My Teams” Filter

PS

PS

PS

X

Export People CSVs

PS

X

X

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

SPL

SPL

Set File Access

GP

GP

Edit/Delete Tags

GP

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

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

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

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

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

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

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