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Person Profile and Editing People
Person Profile and Editing People

How to get to a person profile, what is displayed in the person profile and how to edit the person profile

Ashley Harris avatar
Written by Ashley Harris
Updated over 5 years ago

Once a person is created in Blocks, they will have a person profile.

 

The first set of information in a person’s profile is the person’s name, phone numbers, email and residential address.  To edit this information, click on the blue pencil icon on the bottom right.  

On the Edit Person page, simply enter the updated information into the text fields. 

Click the purple plus signs to add additional information, such as a second phone number or email address. Click ‘Delete’ to delete the person and ‘Save’ to save all of your changes. 

Profile Tab

Beneath an individual’s address and contact information, you will see three tabs. The first tab “PROFILE” includes the person’s profile information, which is their demographics, what voting districts they live in, relationships with other people if any, and languages the person speaks. 

Adding a relationship in a person’s profile

To edit the above categories, click the purple pencil icon to the right of the category titles. 

When you click the pencil icon you will then have the ability to add a relationship.

Select the relationship type and the other person in the relationship and click Save to save your changes. Click the plus sign to add multiple relationships to each person.

Activism Tab

The second tab beneath an individual’s address and contact information is “ACTIVISM”. Here you can view the person’s organizations, upcoming events and teams.

Scroll down in the same tab to see activism tags and badges. 

Adding a person to an organization

To add an organization to a person’s profile, click ‘Add’ under the Membership category. This will populate a search field to search already created organizations, also known as institutions.  Once the correct institution populates, select it and click ‘Done.’

 You can add multiple organizations to one person’s profile. 

History Tab

The third tab beneath an individual’s address and contact information is “HISTORY”. Here you can view and add any notes on a person or log any contacts.

Click on ‘New Note’ to add a note or ‘Log Contact’ to log a contact.

Scroll down to see that person’s past events, vote history and metadata.

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