You will need the People Settings permission to see and change these settings. With more than one organization, you can change an organization's settings only if you reach that organization, and changing the visible built-in fields needs access to every active organization.
To change who can see your church directory and who is listed in it, select Contacts in the left-hand menu and open the Settings tab.
What each organization sets for itself
If your account has more than one organization, most of these settings are kept separately for each organization. A few on the same screen apply to the whole account.
Setting | Set for |
Who can access the people directory | Each organization |
Who is listed in the people directory | Each organization |
Default privacy for new profiles | Each organization |
Whether family heads can edit their family members | Each organization |
Whether family heads can add or drop family members | Each organization |
Whether donors can see their own pledges | Each organization |
Visible built-in fields: Marital Status, Race, Ethnicity, Language and Occupation | The whole account |
Warning: The visible built-in fields sit on the same screen as the per-organization settings, but they apply to every organization. Changing them needs People Settings with access to every active organization.
A new organization starts with family heads allowed to edit but not to add or drop members, donors allowed to see their pledges, and both directory rules set individually.
Archived organizations cannot be opened on this screen.
Who should have access to the people directory?
This only applies to people with guest access. Staff always have access to the directory. The options are:
Access is granted individually - only people who have been given access from their own profile can open the directory. This is the default.
Use custom criteria - choose a saved people query, and the people it returns have access. For example, you could use a query that returns only church members. You can still give an individual access from their profile.
This example limits the directory to church members:
When you edit a guest user's permissions, the Can view people directory? field offers:
Use global setting - follows the setting above. If that is Access is granted individually, the person does not have access.
Always has access - the person can open the directory whatever the setting above says.
Does not have access - the person cannot open the directory whatever the setting above says.
People with access to the directory can search it using the search bar at the top right of One Church Software.
Who should be listed in the people directory?
This controls who appears in the directory by default. You can override it on a person's profile. The options are:
Set individually only - only people whose privacy settings list them are shown.
Use custom criteria - choose a saved people query, and the people it returns are listed. For example, a query that leaves out children unlists every child. You can still list an individual from their profile.
This example removes all children from the directory:
On a profile's privacy settings, the Visibility field offers:
Use global setting - follows the setting above. If that is Set individually only, the person is not listed.
Listed - the profile is listed whatever the setting above says.
Unlisted - the profile is not listed whatever the setting above says.
New profiles start with both access and listing set to Use global setting. A saved query used by an active directory rule cannot be deleted.
With more than one organization
Who appears in whose directory
A person appears in the directory for people in one of their organizations, when that organization's listed rule lists them. Someone with no campus limit counts as belonging to every organization. A guest counts for their own organizations.
Family heads editing family members
When a family head edits a family member, the rules come from:
The member's own deciding organization, usually the organization of their Campus Attended.
If the member has none, every organization the member belongs to must allow it.
If the member belongs to no organization, the family head's organization decides.
Household changes and adding members follow the family head's organization. Pledges follow the organization of the pledge campaign.
Giving across organizations
One profile holds a person's giving to every organization, and each gift keeps its own organization. The profile overview reports giving per organization. Which organization does a gift belong to? explains how a gift's organization is decided.