VIDEO: How to Bulk Edit Profiles

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• ARTICLE: People Management - Address, Metadata, Associations, Groups, Photo

  Once a contact profile has been created, additional information can be added at any time to enhance individual data. Address / Metadata / Associations / Groups / Photo - these tabs within the profile will be explained here. While data within these ...

• ARTICLE: People Management - Groups

  Managing Groups  People Management > View Contacts Assigning users to groups is simply a matter of ticking the check box for the appropriate groups that you want them to be a member of and saving changes to their profile. System Configurations > ...

• ARTICLE: System Configurations - Lookups (add year, add grade, add dorm, add house, add roster, add registration)

  Adding a new house/dorm, new medication, new grade/year, roster and a new AM/PM registration is done in the Lookups configuration. Go to System Configuration >> Lookups Note that not all users will have access to the System Configuration menu. In the ...

• ARTICLE: How to Bulk Edit Contacts in Reach

  Find it:  People Management > Bulk Edit When you need to change a large number of contacts in Reach at once you can use the Bulk Edit feature in the People Management menu. Step 1 Go to your People Management screen and filter your view to show the ...

• ARTICLE: Setting Groups Managed for Staff and Leave Approvers

  People Management >> Staff Contact Profile >> Groups Managed Tab Setting which faculty or staff members are responsible for approving leave for students is done in the GROUPS MANAGED tab of the staff members personal profile. Reach will match the ...