Summary: This guide provides the steps for updating information within an existing person's profile, such as their contact details, personal information, or family relationships.
Before You Begin
- You must have Administrator or equivalent permissions to edit people's profiles.
Step-by-Step Instructions
- Select People from the main navigation menu.
- Navigate to and click on the person's profile you wish to update.
- Click the gray header of the section you want to change (e.g., Contact, Personal, etc.).
- Enter your updates into the appropriate fields.
- Click the blue Save button located on the gray header to confirm your changes.
Troubleshooting & FAQs
- What information is in the sections on the left-hand side? The menu on the left side of a person's profile provides quick access to their activity records, including their attendance history, volunteer schedules, submitted forms, and more.
- How do I edit family member information? You can edit family relationships within the "Family" section of a person's profile. Click the gray header for that section to add, remove, or edit connections to other family members.