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Profile Overview

Each profile has built-in fields for personal information, household, social profiles, and more. When you change these fields, the changes are applied everywhere in your database.

Important

Profile fields can be updated by anyone with at least editor access, with two exceptions:

  • Organization administrator profiles can only be edited by the person or another organization administrator.

  • Only organization administrators can update a person's login method.

Select a person from the People page or use the search shortcut.

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On a person's profile, you can view the most important information at a glance. 

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Update contact or personal information for someone by selecting the pencil icon on their profile.

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Press shift + ? on a profile page to access keyboard shortcuts that open sections on the Personal tab for editing.

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Go to the corresponding section below for more details about additional information that can be viewed and edited on a profile. 

Header

The header holds administrative tools to help you keep track of individuals based on your account settings.

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  1. From the Actions dropdown, managers can view and edit permissions, perform an action in any product, merge, delete, or set the person to inactive.

    Tip

    When a person leaves your church, set them as inactive, removing any permissions they have in any product. They will no longer be able to log in, but their history will remain intact.

  2. Update a person's membership status. Managers can customize the membership status options.

  3. Add campuses in Accounts, then assign people to a campus based on their involvement.

  4. Add a background check or view current background check details.

Profile Picture

You can update the profile picture by hovering over it and selecting the pencil. Then, choose an image from your files.

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Notice

Use the Image Sizing Guide to upload the right size and file type.

Households

Create a household for a person, add them to an existing one, or manage their current households.

Custom Fields

Managers can create custom tabs and fields to track information that doesn't fit into a default profile field. You can see these custom tabs on the left side of a profile.

Social Profiles

Add social profiles like Twitter, Facebook, LinkedIn, and Instagram.

Directory

You can invite a person to the directory, or if they have already been added to the directory, you can remove them or see their directory profile.

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