PCO People App

General Information:

• People is the primary database for Planning Center Online, which means all things accomplished in any of the apps has a link to the persons record. This can include updating personal fields such as date of birth, name, address, phone, etc.
• People contains some of the main processes we use at Mercy Culture Church. This includes the following and what tool within people is used:
  • Background Checks: (Forms, Background check integration with Checkr).
  • On-boarding and other ministry processes: (Forms, Workflows, Custom Fields)
  • Connect with God Processes: (Custom Integration to Custom Fields)
  • First Time Guest, Information gathering: (Forms, Workflows, Custom Fields)
• People contains all personal information we have gathered from MC Members and attendees.

Access

• Access to PCO is based on need, experience, role & understanding.
• Staff is empowered to empower trained serve team in spaces.
• People access anyone other than a paid staff member is not needed unless they are:
  • Stewarding a workflow.
  • Stewarding creation and management of forms.
  • Creating new custom fields.
  • Stewarding MC Kids/MC Students check-in processes.
  • Stewarding Serve Team On-boarding or background check process.
  • For access to Forms, Workflows, Custom Fields, please see the perimeters below.
     

PERMISSIONS | Recommendations

• Manager rights should only be given to those who need the specific rights to merge accounts. These rights should be requested through the request process.
• General Staff- Viewer w/rights to create forms, workflows.
• Comms Staff- Editor rights with above and rights to email lists.
• Serve Team- Generally, viewer only with additional access as TRAINED and needed.
  • Do not give access to the following: Texting, emailing lists, messaging via church center app.
• Forms and Workflow Permissions:
  • For ALL Forms, Lists & Workflows that are created to be used by a campus or department, be sure to set the permissions to MANAGERS can Manage.
    • Forms
      • Forms access is only provided to those who understand and have learned how to utilize forms and their impact on the overall database.
      • For any Form created to collect data, please add and require the following fields:
        • Name & Email (Auto)
        • Phone, DOB, Gender (Required)
        • Address (optional)
      • For campus data, please do not use the Primary campus option in Profile fields. For multiple campus forms, please downshift with the Systems team before creating.
      • For any global/campus/department process that is necessary to the working of the department (i.e. MC Connect, Serve Team Interest, etc.), these need to be built under the department email. If it is associated with a specific account, as soon as that account is set to inactive, any list or automation will no longer be active.
    • Workflows
      • Workflow permissions: These can be given at the workflow level. Viewer permissions are usually required as well.
      • For Workflows, follow the following:
        • All workflows should be set to “Managers can Manage”.
        • If someone is managing just cards that are assigned to them, they only need “Manage Assigned Cards” permissions.
        • If someone is managing the entire workflow, give them Manager rights

• Oversight/Recommended Point of Contact:

  • People Platform- Serve Team process, MC Connect, Central Information Systems.

  Tutorials

  Planning Center People APP Tutorials