This article guides users through editing a Safe Environment Program (SEP) requirement record in ParishSOFT, including updating requirement details, managing compliance data, and ensuring records reflect current organizational needs.

1. Click Settings to open the Settings page.
2. Select the Users tab to display a list of users in your organization.
3. The page opens in grid view. To view the page in card view, click this button in the toolbar: .
4. Click the user's name link to open their record (Detail page).
5. Edit the fields in the record as desired.
6. To edit the organizations the user has access to, do one of the following:
   1. To remove an organization, select the organization's checkbox. Then, click .
   2. To add an organization, click to open the Add Organizations window. If desired, type the name of the organization you want to add by typing a few letters of its name in the Search field. You can also filter the list by organization type by selecting an option in the Types list. Select the checkbox next to the organizations you want to add. Finally, click .

5. Click or to save changes to the profile.

The user now has View access to the Profile section for all individuals in the diocese, regardless of the specific permissions assigned to their role. 

In organizations where the user and the individual both hold an assignment, the user has expanded access that allows them to view and modify data in the individual's record. However, the modifications the user can make are controlled by the specific permissions assigned to their role.

Updated October 16, 2025 16:48