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People

Describes people related permissions on a user's access rights, including connections, safeguards, files, and notes.

These permissions make up the People group within a role's permissions, and they control access to person profiles, connections, safeguards, files, and notes. To review or edit them, go to Settings & Tools (Cog icon in the tool-bar) > Security > Roles, open a role, and select the Permissions tab. You'll find these options under the People section.


Profiles

Create People

  • Can add new person profiles to the system.

  • Can view the quota of active profiles, meaning the current count against the maximum allowed by the current subscription.

Limited Read People

  • Can view the General tab on a person's profile, including all built-in fields under General, Family, Contact, Important Dates, Check-In, and Additional Fields. Custom fields are protected separately by the Custom Fields tab on the role. This access ignores any privacy settings on the person's profile, so unlisted profiles are visible.

  • Can view the Involvement tab on a person's profile, including the Groups, Attendance, Connections, Events, Forms, and Queues sub-tabs.

  • Can download a PDF of a person's profile.

  • Can view change logs related to people.

  • Can view giving envelope numbers on a person's profile.

  • Can view archived person profiles.

Limited Write People

Users with this permission also have the Limited Read People permission.

  • Can edit all data they have access to under the General tab on a person's profile.

  • Can add, edit, and delete families and family members.

  • Can update a person's profile image.

Full Write People

Users with this permission also have the Limited Read People and Limited Write People permissions.

  • Can merge and delete person profiles.

  • Can edit privacy settings on a person's profile.

  • Can view and ignore potential duplicates.

  • Can grant and revoke system access.

  • Can manage the list of drop-down values on any profile field.

Profile Deactivate

Users with this permission also have the Limited Read People and Limited Write People permissions.

Profile Activate

Users with this permission also have the Limited Read People and Limited Write People permissions.

  • Can unarchive person profiles.

People Settings

  • Can edit global people settings, including profile custom field definitions.


Connections

Users who are assigned a connection always have access to that connection. The permissions below only matter for people who are not assigned to it.

Full Read Connections

  • Can view all connections.

Full Write Connections

Users with this permission also have the Full Read Connections permission.

  • Can create, edit, and delete connections.

  • Can add connections from a person's profile.

  • Can view change logs related to connection updates.

Connections Settings

  • Can add, edit, and delete connection types.

  • Can add, edit, and delete values on any drop-down on a connection.


Safeguards

Read Safeguards

  • Has read-only access to the Safeguards tab on a person's profile.

  • Can view change logs related to safeguards.

Write Safeguards

Users with this permission also have the Read Safeguards permission.

  • Can add, edit, and delete safeguards on a person's profile.

Read Background Checks

  • Can see the list of background checks and read their results.

Write Background Checks

  • Can submit new background checks.

Allowed safeguard types

Underneath the safeguard permissions you'll find an Allowed safeguard types limit. Leave it set to No Restriction to give the role access to every safeguard type, or select specific types to narrow it down.


Files

Read Files

  • Has read-only access to the Files tab on a person's profile.

  • Can view change logs related to files uploaded to a person's profile.

Write Files

Users with this permission also have the Read Files permission.

  • Can add and delete files on a person's profile.

Allowed file categories

An Allowed file categories limit sits under these two permissions. Leave it set to No Restriction for access to every category, or select specific categories.


Notes

Read Notes

  • Has read-only access to the Notes tab on a person's profile.

  • Can view change logs related to notes on a person's profile.

Write Notes

Users with this permission also have the Read Notes permission.

  • Can add, edit, and delete notes on a person's profile.

Allowed note types

An Allowed note types limit sits under these two permissions. Leave it set to No Restriction for access to every note type, or select specific types.


Other

People Mass Change

  • Can update person profiles in bulk using the mass change action in the query builder. The user also needs the Reporting permission to reach the People Query Builder. The data they can actually update still depends on their other permissions.

Permissions Limited

  • Can assign all permissions except the financial ones.

  • Can add, edit, and delete roles.

  • Can view the list of all users at Settings & Tools > Security > Users.

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