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How do I make mass changes within the system?

Describes how to make mass change options within One Church.

You will need the Reporting and People Mass Change permissions to make a mass change, and Permissions Limited to change permissions in bulk. People outside your campus access are left out of the change.

You can change many people at once from the People Query Builder.


Build a query

  1. Go to Reporting > Query Builder in the left-hand menu, and open the People query builder.

  2. Add filters that return the people you want to change.

  3. Scroll down and click Run Query.

  4. Open the Bulk Actions menu and select Mass change. The Perform Mass Change window opens.

People query results with the Bulk Actions menu open and Mass change highlighted.

Warning: If you are limited to certain campuses, people in the results who are outside your access are dropped from the mass change, not refused. The change runs for everyone else without a message, so the count may be lower than the query showed. If you have campus overrides, the change is further limited to campuses where you hold People Mass Change.


Option one: update a profile field

Your first option is to update a field on each profile, such as title or campus attended, or a custom field.

The Perform Mass Change window with the profile field list open.

The fields you can choose from include the following. Some depend on how your account is set up.

General

  • Title

  • Gender

  • Campus Attended

  • Occupation

  • Ethnicity

  • Race

  • Language

  • Marital Status

  • Custom fields

Family

  • Position

Additional

  • Record Type

  • Custom fields

Important Dates

  • Salvation

  • First Time Guest

  • Baptized On

  • Joined On

Changing campuses in bulk

When a bulk change sets campuses:

  • The campuses you tick replace the ones the record had.

  • If you are limited to certain campuses, any campuses outside your access stay on the record.

  • Only active campuses count, and you change one campus field per run.

  • Organizations on the record are never touched.

  • Nothing happens unless your account uses more than one campus.

Bulk campus change is available on People, Events, Groups, Connections and Designations. It is not offered on Sermons or Forms.


Option two: perform an action

Your second option is to perform an action on every profile, chosen from the drop-down menu.

The Perform Mass Change window with the action list open.

Profile Actions

  • Add Note

  • Add Safeguard

  • Add Connection

  • Update Privacy Settings

Status

  • Unarchive Profile

  • Archive Profile

Rosters

  • Add to group

  • Drop from Groups

Security

  • Grant Access

  • Revoke Access

  • Edit Permissions

Changing permissions in bulk

  • You need Permissions Limited. People outside your access are skipped.

  • A bulk change never touches you, and touches a Super User only if you are a Super User yourself.

  • Sending campus overrides in bulk needs unrestricted campus access.

  • Without Permissions Full, a change that would grant or remove any Financial module permission for anyone selected is refused for the whole selection.

  • Revoke Access in a mass change clears sign-in only and leaves the stored permissions in place. How do I revoke access? explains the difference.

Tip: A mass change updates the fields you select on each profile, but not that person's existing Connections. For example, if you mass change everyone's Campus Attended after a campus closes, connections already on file still show the old campus. To move a connection to the new campus, edit it individually (see How do I edit a connection?).

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