IT Committee

Training by Topic

People

On the Monday following each Secuela, the Planning Center People permissions need to be re-set to remove the outgoing weekend leadership team and add the incoming weekend leadership team as they are known.

Keep Viewer Access For:  Officers, Leaders Committee, Rector Recommendation Committee, Pre-Weekend Committee, Finance Committee, IT Committee

Remove Viewer Permissions for Outgoing weekend team members

Add Viewer Permissions for Incoming weekend team members – with additional permissions to export CSVs and reports & email lists

Steps:

  1. Log in as PC-Admin
  2. Open the “Permissions is Viewer” List
  3. Click on each outgoing team member to access to profile page
  4. Tap “Actions” on the top right corner
  5. Tap “Manage permissions”

Planning Center University

Planning Center University is a training resource provided by Planning Center. It is geared toward churches, but is the best resource for general information about

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Many of the lists in Planning Center People are static, and others require updates between each set of weekends.  Follow this link for a list of all the People Lists with rules, collaborators, and maintenance required.