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People

Describes people related permissions on a user's access rights.

Updated over a week ago

This section under the "Permissions" tab of a user's access rights controls general access to people-related areas of the system.


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Limited Read People

  • Can view the "General" tab on a person's profile including all built-in fields under the following sections: General, Family, Contact, Important Dates, Check-In, and Additional Fields. Custom fields are protected by separate user limits. This access ignores any privacy settings on the person's profile (i.e. can view unlisted profiles).

  • Can view the "Involvement" tab on a person's profile including the following sub-tabs: Groups, Attendance, Connections, Events, Forms, and Queues.

  • Can download a PDF of a person's profile.

  • Can view change logs related to people.

  • Can view giving envelope numbers on a person's profile.

  • Can view archived person profiles.
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Limited Write People

Users with this permission also have the Limited Read People permission.

  • Can edit all data they have access to under the "General" tab on a person's profile.

  • Can add, edit, and delete families and family members.

  • Can update a person's profile image.
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Profile Archive

Users with this permission also have the Limited Read People and Limited Write People permission.

  • Can archive person profiles. For more information, see this article.
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Profile Unarchive

Users with this permission also have the Limited Read People and Limited Write People permission.

  • Can unarchive person profiles.
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Full Write People

Users with this permission also have the Limited Read People and Limited Write People permission.

  • Can delete person profiles

  • Can add, edit, and delete profile custom field definitions

  • Can edit privacy settings on a person's profile

  • Can merge two person profiles together

  • Can view and ignore potential duplicates

  • Can grant and revoke system access

  • Can manage a list of drop-down values on any profile field
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Read Safeguards

  • Has read-only access to the "Safeguards" tab on a person's profile. Types can be restricted by separate user limits.

  • Can view change logs related to safeguards.
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Write Safeguards

Users with this permission also have the Read Safeguards permission.

  • Can add, edit, and delete safeguards on a person's profile. Types can be restricted by separate user limits.
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Read Files

  • Has read-only access to the "Files" tab on a person's profile.

  • Can view change logs related to files uploaded to a person's profile
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Write Files

Users with this permission also have the Read Files permission.

  • Can upload and delete files on a person's profile.
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Read Notes

  • Has read-only access to the "Notes" tab on a person's profile. Types can be restricted by separate user limits.

  • Can view change logs related to notes on a person's profile
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Write Notes

Users with this permission also have the Read Notes permission.

  • Can add, edit, and delete notes on a person's profile. Types can be restricted by separate user limits.
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People Create

  • Can add new person profiles to the system.

  • Can view quota of active profiles (current vs. max allowed by current subscription)
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People Reports

  • Has access to the people reporting dashboard
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People Mass Change

  • Has access to modify person profiles in bulk using the Mass Change tool from the People Query Builder. Also requires the Reporting permission to access the People Query Builder. Actual data that can be updated is based on the other permissions the user has.
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Permissions Limited

  • Has access to modify a user's access rights for all non-financial data. 

  • Can add, edit, and delete saved permission templates.

  • Can view a list of all users (More > Settings > Users)

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