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Update Profiles When Ownership Agreements Are Received

Last Updated: May 29, 2019

Permission level: Staff

Table of Contents

When we get Ownership Agreements from people who have attended Growth Track here's how we record them in Planning Center.

You can update in bulk or individually.

Bulk Update

To update multiple profiles at once, open Planning Center People and click the 'People' tab at the top.

On the right side of the page click the gear menu and choose 'Bulk Actions'

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Type in people's names to add them to the list and choose the action on the right side 'Set Membership Type' and select 'Owner'.

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Individual Update

Search for the person's profile in PCPSelect the Membership Type dropdown and select 'Owner'

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