You will need the Limited Write People permission to perform this action, at one or more of the business's campuses. It is campus-scoped, so a campus override can change it at one campus. Businesses carry campuses in the same way person profiles do, so a business at a campus you cannot reach will not appear in your search results. See People for what the permission covers, and Campuses and organizations in Version 8 for how campus access works.
In church, it’s common for members to also be business owners. This provides a great opportunity to connect personal profiles with business profiles, enhancing visibility and engagement.
Searching for a Business
To find the appropriate business profile, two convenient options exist:
Using the Search Bar - simply type the name of the business in the top search bar to quickly locate it.
Through Contacts - navigate to the left-hand menu, click Contacts, select the Businesses tab, and use the filter to find the specific business.
Linking Profiles
Once the business profile has been found, follow these steps to link it with the appropriate person profile:
Go to the business profile.
Click on the pencil icon next to Linked People located in the lower left-hand corner.
Add the desired profile or profiles by selecting them.
Click Save to complete the linking process.
Viewing Linked Profiles
After linking, the name or names of the connected individuals will appear in the Linked People section of the business profile.
Note: Once a person is linked to a business, they can access the business profile from their personal profile. This allows them to view business giving activities and download the business giving statement. While linked individuals cannot edit the business profile, they can still view all the profile information.
Tip: A person you cannot reach will not appear in the Linked People search, and people already linked at campuses outside your access are left out of the list you see. If a link you expect is missing, check the campuses on the business and on the person before adding a second one.