You will need People Settings permission to see and update these settings.
To modify privacy settings related to your church directory select "Contact" in the left-hand navigation menu and then select the "Settings" tab.
From here, there are two options:
Who should have access to the people directory?
This only applies to users with guest access since non-guest users always have access to the directory.
Possible options are:
Access is granted individually - If set, only those who have explicitly been given access to the directory from their profile will be able to access it. This is the default.
All guest users have access - All guest users in the system will be able to access the directory by default. This option is not recommended.
Use custom criteria - If set, you'll be able to choose a saved people query. People returned in the query results will have access. For example, you could use a query that only returns church members. Even with this set, can still override and grant access to an individual from their profile as well.
Below is an example of how you could restrict the people directory to only church members:
When editing a guest user's permissions, the "Can view people directory?" field is a dropdown with the following options:
Use global setting - This will use the global setting set under Contacts > Settings to determine directory access. If the global setting is "Access is granted individually," then person will not have access.
Always has access - User will have access to the directory regardless of the global setting.
Does not have access - User will not have access to the directory regardless of the global setting.
Users with access to the people directory can use the search bar located at the top right of One Church Software.
Who should be listed?
This controls who is visible in the people directory by default. This can be overridden as needed from a person's profile.
Possible options are:
Set individually only - If set, only those that have explicitly been listed in their privacy settings will be shown in the directory.
Use custom criteria - If set, you'll be able to choose a saved people query. People return in the query results will be listed in the directory. For example, you can use a query that does not return children which essentially would unlist all children in the directory. Even with this set, you can still override and list an individual from their profile as well.
Below is an example of how you could remove all children from the people directory:
When editing a profile's privacy settings, the "Visibility" field is now a dropdown with the following options:
Use global setting - This will use the global setting set under Contacts > Settings to determine if the profile is listed. If the global setting is "Set individually only," then person will be listed.
Listed - Profile is listed regardless of the global setting.
Unlisted - Profile is unlisted regardless of the global setting.
Note: newly created profiles will have both access and listed settings set to "Use global setting."