Permissions

Posted initially by Planning Center Services

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).

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 user’s 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 Permissions	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 & 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 & 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

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

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