You will need the Limited Write People and Limited Read People permissions to perform this action, each at one or more of the person's campuses. Both are campus-scoped, so a campus override can change them at one campus. Editing someone else's privacy settings needs Full Write People as well. See People for what these permissions cover, and Campuses and organizations in Version 8 for how campus access works.
You can edit a person's profile individually or in bulk. There are a few ways to find the profile first.
Find the person needing an update by typing their name into the top search bar in the upper right of the screen.
– OR –
Go to Contacts in the left-hand navigation menu. Click on Filter and type in the name to locate their profile.
Editing individually
Navigate to the person's profile and click on the Actions button and choose Edit profile in the upper right area. This opens the Edit Person window, which groups the fields you can change across the General, Contact, Dates, Check-In, Financial, and Additional tabs.
A person's name sits at the top of the General tab. The Name field is made up of three separate boxes: first name, middle name, and last name. Change whichever boxes you need and click Save.
Please see How do I add a person? for more information on each profile field. Hover over any of the areas within the Info tab to edit that section (if allowed).
Users without elevated permissions can do the following on their own profile only:
Can edit the General section (including custom fields). However, they cannot edit their name.
Can edit Contact section.
Can upload a profile image.
Can view and edit most of the data under the giving tab except their list of giving envelopes. This includes recurring schedules, payment methods, and text-giving settings.
The user cannot edit any giving transactions.
People always reach their own profile and their non-archived family members, whatever campus limit they have.
Tip: Wondering how a person changes their own first or last name, after a marriage for example? They can't. A person signed in to their own profile can update the rest of the General section, but the Name field is not theirs to edit. Name changes have to be made by someone at the church who has the Limited Write People permission at one of that person's campuses, from Actions > Edit profile > General on that person's profile. If a member asks you to correct their name, that's the path to use.
Warning: You cannot edit a person's profile if it has been archived. It will need to be unarchived first.
Editing in bulk
Editing in bulk needs the Reporting permission to run the query and People Mass Change to run the change. Reporting is account-wide, so it applies at every campus and a campus override cannot take it away. People Mass Change is campus-scoped, and people at campuses you cannot reach are dropped from the change rather than refusing it. The Grant Access, Revoke Access and Edit Permissions actions also need Permissions Limited, and sending campus overrides in bulk needs access to every campus. See Reporting and People for what these permissions cover, and Campuses and organizations in Version 8 for how campus access works.
Navigate to the People Query Builder under Reporting > Query Builder > People in the left-hand navigation menu and construct a query that returns the people to edit.
Next, click on Run Query and then Mass change from the Bulk Actions menu right above the results area.
A pop up appears containing all the edits possible on a person's profile. The list is limited based on the permissions for the user. From here, either edit individual fields or perform actions on the resulting profiles. If an archived record is being updated, it will automatically be unarchived. If this is not desired, please add a filter to ignore archived records.
Pro tip: click on the who? link at the top to download a spreadsheet containing the people who will be updated.
Updating profile fields
The left dropdown contains the fields editable in bulk. This list includes any custom fields defined on the person profile that are dropdowns, dates, checkboxes, and radio buttons.
Allowed values depend on the data type for the field:
Dropdown - pick the value to update to from the dropdown. This value will override whatever is on the resulting profile. Choose Clear Value to delete the value from that field.
Date - enter the date to update to in the input box. Check the Delete from person's profile checkbox to clear that field on the profile.
Use the "X" button to the right of any field to remove it from the bulk edit.
Profile actions
Actions can also be performed on the result person profile in bulk. Add as many as needed, but the same action cannot be done twice. To do the same action twice, start a new mass change.
The following actions are available:
Add Note
Add Safeguard
Add Connection
Update Privacy Settings
Unarchive Profile
Archive Profile
Add To Group
Drop From Groups
Grant Access
Revoke Access
Edit Permissions
Each action still checks its own permission. An action you do not hold is not offered, and people at campuses you cannot reach are dropped from the change.
Once done setting up the fields to edit and actions to perform on the resulting profiles, click on Update to start the mass change.
Warning: Certain bulk actions change the profile status automatically. A profile will move to Active status if the bulk action is Add Safeguard, Add Connection, Add To Group, Grant Access, or Edit Permissions.