Adding People to Planning Center

1. Login to Planning Center and navigate to the "People" tab.

2. Select the "Add Person" button and enter in the person's full name. This will show you results for people in Planning Center incase the person you are adding has already been added. If they are a new person, scroll down to the bottom of the list and click the green "Create a new person" button.

2. Next, fill out the information for the person. The only information that is really required is an email and a full name. Although adding their phone number and other information can be helpful as well (but optional).

3. When you are done click "Save" and you will be taken to the next window. Here you must specify what permission this person has. For a full description of what each role does, click here.

4. Click the "Submit" button and that person will receive a welcome email on how to get started with adding their account and setup a password.