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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 (web person detail page).

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Viewing Person Details

Web (Owner / Organization Admin):
  1. Go to People
  2. Click a person’s card — opens /org-person-detail/
  3. Review personal info, positions, team permissions, family relations, and analytics
Web (Team Admin): Team Admins see the People sub-tab only (not Groups, Forms, or Workflows). They cannot click person cards to open detail pages. Mobile (Owner / Organization Admin):
  1. Go to More → People
  2. Tap a person to open the detail modal
  3. Edit with Save when finished
Mobile (Team Admin): Team Admins can open person profiles read-only — they cannot add, edit, or import people.

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Editing a Person

Web:
  1. Go to People and click the person (Owner/Org Admin)
  2. On the detail page, click Edit Person
  3. Update profile fields (name, email, phone, address, etc.)
  4. Click Save Changes
Use Edit Positions & Teams (separate button) for positions, team permissions, and Organization Admin. Mobile:
  1. Go to More → People and tap the person
  2. Tap Edit
  3. Make changes and tap Save

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Updating Positions

Web: On the person detail page, click Edit Positions & Teams, check positions, and save. Positions cannot be edited from the inline People list card — open the detail page first.

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Updating Team Permissions

  1. Open the person for editing (web detail page or mobile edit mode)
  2. In Team Permissions, add/remove teams or change levels (None, Viewer, Scheduler, Admin)
  3. Save
Only Owners and Organization Admins can modify team permissions. See Permissions for details.

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Removing a Person from the Organization

Web: Open the person detail page → Remove from Organization → confirm. Mobile: Open the person → Edit → Delete → confirm.
Removing someone will drop their service assignments, team permissions, and group memberships. They must be re-added to join again.

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Viewing Assignments

In the person detail view you can see positions, teams, permissions, and role (Owner, Admin, Team Admin, Scheduler, or Member).

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User Roles

  • Owner — Full access (one per organization)
  • Organization Admin — Almost full access (cannot transfer ownership)
  • Team Admin — Manage specific teams
  • Scheduler — Schedule people for their teams
  • Member — Basic access; view own schedule
See Permissions for details.

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Relationship Tracking

Family relations are managed on each person’s detail page (web) or in My Profile (mobile, own relations only). See User Relations.

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Best Practices

  1. Keep information current — Update email addresses and names when they change
  2. Review permissions regularly — Ensure appropriate access levels
  3. Verify positions — Confirm people are assigned to correct positions
  4. Communicate changes — Notify people when permissions change or they are removed