If you've ever needed to audit who has access to what across your Planning Center products, you know the drill: open a profile, check their permissions, copy it to a spreadsheet, repeat. For larger organizations, that process can eat up a lot of time.
Now you can skip all of that. From your product users table in Accounts, you'll find a new export option that downloads a CSV of every person listed—along with their permissions across your Planning Center products.
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A couple of things to know:
If your table has fewer than 500 people, the file downloads immediately.
If it's 500 or more, we'll send a download link to your primary email address so it's ready when the export finishes.
The export respects any product filters you have applied, so you can export a focused list rather than your full table every time.
Whether you're doing a routine permission review, cleaning up access before an onboarding cycle, or just want a clear picture of who has permission to what—this gives you that at a glance.
🩷The Accounts Team