How to Edit a User's Profile
- Click Settings to open the Settings page.
- Select the Users tab to display a list of users in your organization.
- The page opens in grid view. To view the page in card view, click this button in the toolbar:
. - Click the user's name link to open their record (Detail page).
- Edit the fields in the record as desired.
- To edit the organizations the user has access to, do one of the following:
- To remove an organization, select the organization's checkbox. Then, click
. - To add an organization, click
to open the Add Organizations window. If desired, type the name of the organization you want to add by typing a few letters in its name in the
Search field. You can also filter the list by organization type, by selecting an option in the Types list. Select the checkbox next to the organizations you want to add. Finally, click 
.
- To remove an organization, select the organization's checkbox. Then, click
- Click
to save changes to the profile.
The user now has View access to the Profile section of the records of all individuals in the diocese— no matter what specific permissions are assigned to their role.
For organizations in which the user and the individual both hold an assignment, the user has expanded access that gives them to ability to both view and modify data in an individual's record. However, the modifications the user is allowed to make are controlled by the specific permissions assigned to their role.