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Managing People

Once people are added to your organization, you can manage their information, assign them to teams and positions, set permissions, track relationships, and view comprehensive profiles with service participation analytics.

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Viewing Person Details

To view detailed information about a person:
  1. Go to the People page
  2. Click on the person’s card
  3. A detailed view will show:
    • Personal information (name, email)
    • Assigned positions
    • Team permissions and roles
    • Relationship information (if any)
Note: The person detail view is accessible to Owners, Organization Admins, and Team Admins.

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Editing a Person

To edit someone’s information:
  1. Go to the People page
  2. Click on the person you want to edit
  3. Make your changes:
    • First Name
    • Last Name
    • Email
    • Assigned Positions
    • Team Permissions
  4. Click “Update Person” to save your changes

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Updating Positions

  1. Open the person for editing
  2. In the Positions section, check or uncheck positions
  3. The person will be assigned to checked positions and removed from unchecked positions
  4. Click “Update Person” to save

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Updating Team Permissions

  1. Open the person for editing
  2. In the Team Permissions section, modify permissions:
    • Add or remove teams
    • Change permission levels (Admin, Scheduler, Viewer)
  3. Click “Update Person” to save
Note: Only Owners and Organization Admins can modify team permissions. See the Permissions documentation for details on permission levels.

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Removing a Person from the Organization

To remove someone from your organization:
  1. Go to the People page
  2. Open the person you want to remove
  3. Click the “Remove from Organization” or “Delete” button
  4. Confirm the removal
Warning: Removing someone from the organization will:
  • Remove all their assignments from services
  • Remove their team permissions
  • Remove them from all groups
  • They will need to be re-invited to join again
Make sure you want to permanently remove them before confirming.

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Viewing Assignments

In the person detail view, you can see:
  • Which positions they’re assigned to
  • Which teams they’re part of
  • What permissions they have on each team
  • Their role (Owner, Admin, Team Admin, Scheduler, or Member)

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User Roles

Each person has a role that determines their access level:
  • Owner - Full access to the organization (only one per organization)
  • Organization Admin - Almost full access (can’t transfer ownership)
  • Team Admin - Can manage specific teams
  • Scheduler - Can schedule people for their teams
  • Member - Basic access, can view their own schedule
See the Permissions documentation for detailed information about each role.

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Relationship Tracking

ChurchBuddy can track relationships between people (family members, etc.). This feature may be available in the person detail view depending on your organization’s configuration.

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Best Practices

  1. Keep information current - Update email addresses and names if they change
  2. Review permissions regularly - Ensure people have appropriate access levels
  3. Verify positions - Check that people are assigned to correct positions
  4. Communicate changes - Notify people when you change their permissions or remove them