You will at least need the Limited Write People to perform this action. You can edit a person's profile individually or in bulk.
There are a few ways to find and edit a person's profile.
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 will open a pop up containing all the fields the user can edit.
Please see this article 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.
Important: you cannot edit a person's profile if it has been archived. It will need to be unarchived first.
Editing in bulk
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
Once done setting up the fields to edit and actions to perform on the resulting profiles, click on Update to start the mass change.
Important: certain bulk actions result in the profile status automatically changing:
A profile will move to Active status if the bulk action is Add Safeguard, Add Connection, Add To Group, Grant Access, or Edit Permissions.