> ## Documentation Index
> Fetch the complete documentation index at: https://guide.worshipbuddy.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing People in Your Organization

> Edit information, manage permissions, and view detailed profiles

# 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).

## 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.

## 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**

### 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.

### 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

<Info>
  Only Owners and Organization Admins can modify team permissions. See [Permissions](/ChurchBuddy/Setup/permissions) for details.
</Info>

## Removing a Person from the Organization

**Web:** Open the person detail page → **Remove from Organization** → confirm.

**Mobile:** Open the person → **Edit** → **Delete** → confirm.

<Warning>
  Removing someone will drop their service assignments, team permissions, and group memberships. They must be re-added to join again.
</Warning>

## Viewing Assignments

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

## 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](/ChurchBuddy/Setup/permissions) for details.

## Relationship Tracking

Family relations are managed on each person's detail page (web) or in **My Profile** (mobile, own relations only). See [User Relations](/ChurchBuddy/Setup/user-relations).

## 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