Danger
Deleted profiles cannot be retrieved. Please take caution when deleting people.
Note: profiles that were once associated with a past Account Owner for your organization can not be deleted.
How to Edit a Person in People
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Login to your Tithely Admin account.
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Select People from the left-hand menu.
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You can find the person whose contact details you'd like to edit using the search bar.
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Click the contact icon. The person's contact information will appear on the right.
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Click the gear icon in the upper right-hand corner. Select Edit.
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Make the desired changes.
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Click the Save Changes button.
How does deleting a person affect their tax statement?
If a donor has been deleted from Tithely People, their name will still appear on their tax statements. Tithely keeps a record of all donations made by that donor, regardless of whether their profile still exists in the system.
When a person is deleted, the system will generate a placeholder email address (ex: deleted.per.request-654567@tithe.ly). This means that the personal email address associated with their profile will be deleted, but the transaction record will still be searchable in Transactions 2.0 under the generated placeholder email.
Internal Note: Curious how this works on the backend?
How to Delete a Person in People
Important Note
Tithely People will not allow you to delete a profile if the profile is currently in a group.
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Login to your Tithely Admin account.
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Select People from the left-hand menu.
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You can find the person whose contact details you want to edit using the search bar.
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Click the contact icon. The person's contact information will appear on the right.
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Click the gear icon in the upper right-hand corner. Select Delete.
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A pop-up will ask if you are sure, Click 'OK' to delete the person.
How to Delete Multiple People in People
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Login to your Tithely Admin account.
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Select People from the left-hand menu.
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Select the people you would like to mass delete by selecting the checkbox left of their names.
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Click the Delete (trashcan icon) button.
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Confirm that you would like to delete the selected people.
User Permissions needed to access People
Account Owner, Admin, or Limited Access with access granted to People. If you have additional questions, please reference this article.