Changing the Primary Account Admin & Adding an Secondary Account Admin for Billing
Learn how to add a Secondary Account Administrator who has the same rights as the Primary Account Administrator. This person can be set as a user in your finance department so they receive your billing invoices. Also learn how to request a change to Account Admins.
Click on 'settings' in the upper right corner
Note: only Primary and Secondary Site Administrators will have access to the 'settings' page.
To Add a Secondary Account Admin:
Click in the search box and begin typing the person's name that you want to be the Secondary Account Administrator. A list will come up. Select the person. The Secondary Account Admin, as stated above, will receive a copy of all receipts and can change any settings on this Site Settings page.
Changing A Primary Account Admin
To change Primary Account Administration, the current Primary or Secondary Account Admins can click the transfer link and choose a new Admin. The new Admin will be given full administrative permissions.
If your current Primary or Secondary Account Administrators are no longer at your church and you can't login as them, you must email support to change the Administration of the account. We will need an email from another pastor with an official church email address stating that the current Admin is not on staff anymore, and who the new Admin should be. Click the help button at the top right of Planning Center to send us an email.
Receipts/Invoices
Both the Primary and Secondary Account Administrators will receive automatic invoices and receipts. They can also access past receipts and payments from the Billing Options page. There is not a way to have anyone else in the system receive those automatically. We usually recommend that the Secondary Admin is someone in charge of finances for the church, and the Primary Admin is someone who is more of an administrator over the Planning Center account itself.