You will need the Create People permission to add a person, and Limited Write People to fill in their details. You can only place a new person at campuses where you hold them.
There are two ways to open the Add Person screen:
Click the + New button at the top left of the screen and choose Person.
Go to Contacts in the left-hand menu, click Add New, and choose Person when asked whether you are creating a person or a business profile.
Choose the person's campuses
If your account uses more than one campus or more than one organization, the Add Person screen has a Campuses field. It decides which campuses the person belongs to, and so which staff can see them. Accounts with one campus and one organization do not see this field.
The field has three modes:
No Campus - the person belongs to no campus. On other records this button reads All, but on a person it reads No Campus.
Specific - pick one or more campuses. A person's campuses can come from different organizations.
Organization - pick one or more whole organizations, so the person belongs to the whole of each one.
The field is titled Organizations instead of Campuses when you reach two or more organizations or have no campus to pick. You cannot name organizations and campuses together. Trying to save both shows Choose organizations or campuses, not both.
The field starts from your campus selector. If the selector covers everything and you have no limit, the person starts at No Campus. What is the campus selector? explains the selector.
What No Campus means
A person with no campus works like a record available to All. Every campus-limited staff member who can read people sees them in full, every campus selector shows them, they count in every organization's directory, and only someone with no limit can delete them.
If you are limited to some campuses
You can only pick campuses inside your access, and only those where you hold Create People.
The No Campus button is not offered, so you must pick at least one campus, or an organization if your account has more than one. Saving with nothing picked shows Select at least one campus.
Once the person exists, you can still add, remove or clear their campuses inside your access. People are the one record type where a limited person can do this.
Campus Attended
Campus Attended is the one campus the person actually attends. It decides whose settings apply to them, such as which organization's directory and privacy rules they follow.
It appears when the person has two or more campuses, or in Organization mode when there are two or more campuses to choose from.
A person who belongs to whole organizations can have a Campus Attended without being placed at that campus.
Picking a Campus Attended in another organization adds that organization to the person.
How does a record get a campus or an organization? explains how campuses decide who reaches a record.
Fill in the profile
Name
Enter the person's first, middle and last name. You can also assign them to a family or give them a family position.
Title - the salutation, such as Dr., Mr. or Mrs.
Name - the first and last name. This field is required.
Suffix - follows the person's name and adds information about them, such as Jr.
Goes By - nicknames this person goes by.
Former Names - previous first and last names.
Members who register for an account and have no staff permissions cannot edit their own name. This protects the identity of the profile record.
Tip: The name fields capitalize the first letter of each word as you type. If a name should begin with a lowercase letter, as in van Dyke or de la Cruz, click just after the capital letter, delete it, and type it again in lowercase. Your change is kept when you save. This works both when adding a person and when editing an existing profile.
Family
The person is added as the Family Manager of a new family. The family position includes Adult and Child by default. With Full Write People, you can add, edit and delete the values in this section's drop-downs using the 3-dots menu to the right.
General
The General section holds details such as gender, birthday, marital status and anniversary. Click More Fields to show race, ethnicity, language and occupation. Custom fields appear below these. When adding a custom field, you can set whether it is required, hidden, and who has owner access.
With Full Write People, you can add, edit and delete the values in these drop-downs using the 3-dots menu to the right of each field.
Gender - the gender of the person.
Birthday - the day the person was born. Only the year is optional. If the full date is entered, the person's age appears throughout the system.
Marital Status - the marital status of the person.
Race - the group this person identifies with.
Ethnicity - the group or subgroup that shares a common cultural background.
Language - the primary language this person speaks.
Occupation - the person's job or career.
Campus Attended is no longer a separate drop-down here. It is part of the Campuses field described above.
Contact
In the Contact section, set the person's contact preference and add their email addresses, phone numbers (with type) and physical addresses. To share these details with everyone in the family, check the box under the house icon.
Use the plus sign to add more entries, and the star icon to mark the primary one. Social media accounts can be added here too.
Contact Preference - the way this person prefers to be contacted.
Email, phone and address
Each email, phone number and address has a type, managed from the drop-down in the section header. Adding, editing and deleting types needs Full Write People.
One entry in each area must be marked as primary. The primary email, phone number and address are the ones that appear in report results and listings.
Tip: For addresses outside the United States and Canada, the State field is labeled Region and is optional, and the Zip/Postal Code field is optional as well, since not every country uses postal codes. Email addresses must use standard characters. An address with accented letters such as é or ã shows [address] is not a valid email address, and the profile will not save until you correct it.
Dates
The Dates section holds important dates for the person. Click the gear icon to manage the types of important dates, and use the file icon to add comments. Custom fields can be added here too, with control over visibility and access.
A person can have as many important dates as needed, and they are listed in date order on their profile. If you enter a date for the same event twice, the last one listed is used. With Full Write People, you can add, edit and delete the event names in the drop-down.
Check-In
The Check-In section holds information used by Check-In.
Barcode - a unique identifier for this person, made of numbers or letters. It can be scanned at a check-in station to check them in quickly.
Medical Notes - special notes, such as allergies, printed on the default name badge. Use this to give volunteers instructions for caring for the child.
Authorized People - the family members or other contacts allowed to check this person in or out. Married adults and Family Managers are authorized by default.
Custom Fields - added by clicking the pencil in the Check-In section. Adding, editing and deleting custom fields needs Full Write People.
Giving
The Giving section holds the person's giving settings.
Preferred Fund - the fund selected automatically when this person visits the giving portal. It is also used when they give by text without naming a fund.
Giving Envelopes - the person's giving envelope numbers. Click autogenerate to add a unique number.
Additional
The Additional section holds administrative details for this person, including connections and notes.
Record Type - the person's relationship to the church, such as Member, Prospect or Other. Use the drop-down menu to the right to add, edit and delete types.
Custom Fields - added to the Additional Fields section by clicking the pencil icon. Adding, editing and deleting custom fields needs Full Write People.
Save the profile
Set the Record Type, then click Save to create the person's profile. To add another person straight away, choose the option to keep the window open.
If the person already exists at another campus
If you are limited to some campuses, you may find someone who is already in One Church at another campus, for example while adding people to a group. Instead of adding them again, use Add to Campus on their directory row to bring them into your campus.
It needs Limited Write People and Limited Read People at the campus you add them to, and your account must be using more than one campus.
Your campus joins the person's campuses, and their other campuses stay. A person who belongs to whole organizations instead takes your campus's whole organization, which needs access at every campus of it.
It is not available for business profiles.