Permissions and Roles in Groups

There are four different roles in Groups:

• Group Members can access any private groups they belong to, view the exact location of events for their group, and access any group resources.

• Group Leaders can access the Admin group pages for the groups they manage.

• Group Type Managers have permission to manage the groups in the group types they oversee.

• Administrators have unlimited permissions to oversee and manage all groups in the Groups account, and they can also add and delete Administrators, Group Type Managers, and Group Leaders.

Check out this clip from Planning Center University.

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Group Members

Group members are people who have been added to a group by either an Administrator, a Group Leader, or have added themselves to a group using Open Signups.

Note

Visitors are not considered members of a group until they are officially added as members.

There are different ways to join a group, depending on the group type. After joining a group, members can log in to Church Center to:

• Access any private groups they are a member of.

• View contact information for their leaders or other members (as dictated by the group's member listing settings).

• View the exact location of group and event locations.

• Access any group resources.

• Manage their personal contact information.

Group Leaders

Group Leaders can create events, add resources, and communicate with group members once they log in to the administrative side of Groups. However, they can only access the groups that they are leaders for.

A Group Leader logs into the Groups admin page using their email address and password. After logging in, group leaders will see all groups that they are members or leaders of in the My Groups tab.

Leaders can update events, resources, and other settings for groups they lead.

Once logged into Groups, Leaders can do the following for their groups:

1. Add and manage group members.

2. Manage the group's calendar by adding and removing events.

3. Add and remove group resources.

4. Modify the group information, such as name, description, contact information, location, and group image.

5. View various group reports.

6. View attendance reports.

Warning

Some group settings within the administrative side of Groups can be configured to limit what group leaders can do. Only Administrators can make changes to those settings.

Group Type Managers

Group Type Managers can do the following for the group types they manage:

• View all groups in the group type.

• Create new events and resources.

• View reports.

• Edit all settings within a group.

• Manage the group type settings and defaults.

• Access Admin-side notifications (including capacity alerts and new membership requests).

• Add and remove Group Type Managers.

• Create new groups.

Note

Group Type Managers do not have access to the Tags or People tabs.

Check out this clip from Planning Center University.

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Administrators

Groups Administrators have unlimited control in Groups. Administrators can:

• Access all groups and group members.

• Edit or delete a profile.

• Set up group types.

• Edit group status.

• Access settings that are otherwise inaccessible to leaders.

Tip

Groups Administrators can also do everything that Group Leaders can do.

Permissions Breakdown

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

Note

Only Organization Administrators can see information for people across Planning Center apps. Groups Administrators can view information about all people in the Groups database; however, Groups Admins can't participate in a group chat for a group they're not a member of.

Access to view or edit member contact information depends on a person's role in Groups. The table below summarizes the access for different roles.

Role	Default Access	Additional Settings
Administrator	Administrators can view and edit contact information for any group member in Groups.	If an Administrator is also a People manager, they will be able to access and edit additional information about the person from their People profile.
Group Type Managers	Group Type Managers can see the basic contact information (email and phone number) for members in their groups.	Group Type Managers can search the church database when adding new members to groups in their group type and see basic contact information for anyone in the congregation.
Leader	Leaders can see the basic contact information (email and phone number) for members in their groups.	If Admins or Group Type Managers give the leaders of a group permission, they can search the church database when adding new members and see basic contact information for anyone in the congregation.
Group member	On Church Center, group members can see the names of fellow group members, as well as any other details other members choose to share.	Group members can set sharing settings for their profile picture, email, and phone number according to what they want to be viewable to other members on Church Center.
Non-group member	On Church Center, non-group members can't see any information about group members.	Group leaders or Administrators can adjust group settings to show the first name of a group leader and allow non-members to contact the contact person for the group from Church Center.

The following table has more details on who can add, remove, or edit group members.

Task	Permission
Add an individual to a group.	Administrators, Group Type Managers, and Leaders with access to People database
Invite an individual to a group.	Leaders without access to People database
Add multiple people to a group	Editor or Manager permissions in People
Accept or reject membership requests	Administrators, Group Type Managers, and Leaders
Edit member information	Administrators
Remove a member from a group	Administrators, Group Type Managers, and Leaders