How to Add, Change, or Delete an Individual's Profile Photo
To help with identification, you can add an individual's photo to their profile. This topic shows you how to add a photo, change an existing photo, and delete a photo from a person's record.
To add, change, or delete an individual's profile photo, the user must have Individuals > Modify permissions.
Profile Photo GuidelinesProfile Photo Guidelines
A photo must conform to these specifications:
- Files must be of file type .jpg or .jpeg.
- The recommended file size is no larger than 256 kb.
- Images should be square to prevent the photo from being distorted. The system automatically resizes a photo to 160 px by 160 px.
- The image file must be on your computer. Note the location of the file in your file system.
Adding a Profile Photo
- On the Home page, click the Individuals tile to open the Individuals page.
- The page opens in grid view. To view the page in card view, click this button in the toolbar:
. - Find the individual whose profile you want to add a photo to. If your list is long, use the search features to find the person you are looking for.
- Click the individual's name link to open their record.
- To upload a photo, complete the following:
- Click the placeholder image to the left of the individual's name to open the Modify Profile Picture window.
- Click
. - Find the image file on your computer, select it, and then follow your browser's process for uploading files.
The image file you selected is displayed in the Modify Profile Picture window. - Click
to add the image to the individual's profile.
Changing a Profile Photo
- On the Home page, click the Individuals tile to open the Individuals page.
- The page opens in grid view. To view the page in card view, click this button in the toolbar: .
- Find the individual whose profile photo you want to change. If your list is long, use the search features to find the person you are looking for.
- Click this button to open the person's profile:
(Individual Profile). - To change the current photo, complete the following:
- Hover your mouse on top of the photo image to the left of the individual's name. Then, click
to open the Modify Profile Picture window. - Click .
- Find the image file on your computer, select it, and then follow your browser's process for uploading files.
The image file you selected is displayed in the Modify Profile Picture window.. - Click to change the image.
- Hover your mouse on top of the photo image to the left of the individual's name. Then, click
Deleting a Profile Photo
- On the Home page, click the Individuals tile to open the Individuals page.
- The page opens in grid view. To view the page in card view, click this button in the toolbar: .
- Find the individual whose profile photo you want to delete. If your list is long, use the search features to find the person you are looking for.
- Click this button to open the person's profile: (Individual Profile).
- To delete the current photo, hover your mouse on top of the photo image to the left of the individual's name. Then, click
.
The photo is removed and replaced with a placeholder image.