Team & roles
How do I get my staff in here safely?
- Admin
- Manages the Planning Center connection, fiscal year, invitations and roles.
- Pastor
- Sees every report including giving, plus the private pastoral notes, but cannot change the connection, billing or the team.
- Staff
- Sees every report including giving and can run a manual sync, but not account settings or private notes.
- Volunteer
- Sees attendance, serving, groups and kids, plus only the care households assigned to them. Never sees giving amounts.
- 1Open Settings → Team and send an invitation by email with the role you want.
- 2The invitee creates an account from the invitation link and joins your organization automatically.
- 3Revoke a pending invitation or change a role at any time from the same panel.
Where to click: Settings → Team