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:
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Organization administrator profiles can only be edited by the person or another organization administrator.
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Only organization administrators can update a person's login method.
Select a person from the People page or use the 🔍 search shortcut in the top right to search for their name quickly.
On a person's profile, you can view the most important information at a glance and update contact or personal information by selecting the ✏️ edit icon on their profile.
Tip
Use keyboard shortcuts to open sections of the profile page for editing. Press shift + ? on a profile page to access keyboard shortcuts.
Go to the corresponding section below for more details about additional information that can be viewed and edited on a profile.Â
The header holds administrative tools to help you keep track of individuals based on your account settings.
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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.
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Update a person's membership status. Managers can customize the membership status options.
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Add campuses in Accounts, then assign people to a campus based on their involvement.
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Add a background check or view current background check details.
Update a profile picture by hovering over it and selecting View/Edit. Upload an image from your files and select Change photo.
Tip
Use the Image Sizing Guide to upload the right size and file type.
You can create a new household for a person, add them to an existing one, or manage their current households.
Review or update a person's directory access. Invite a person to the directory, or if they have already been added to the directory, remove them or view their directory profile.
Add social profiles like X, Facebook, LinkedIn, and Instagram.
Managers can create custom tabs and fields to track information that doesn't fit into a default profile field. View these custom tabs on the left side of a profile. Select a tab to edit fields within the tab.