Configure Global Permissions to Merge Family Records

As a diocesan administrator, you have the sole right to merge the records of families in your diocese. If desired, you can delegate this right to parish administrators, allowing them to grant specific staff within their organizations—including themselves—permission to merge family records.

You must have Diocesan Admin access rights assigned to your login credentials to perform this task.

  1. Navigate to the Administration module by selecting Administration from the left navigation bar.
  2. From the Administration page, click the Module Settings tab along the top of the page.
  3. Click drop down plus sign icon.png next to Census to open the Census group to view the configuration options.
  4. Select the Merge option.
  5. To allow parish administrators within your diocese to grant family merge permission to specific staff, select the checkbox.
    merge permission message.png
  6. Click save settings.png.

The Merge Family Access permission is enabled. Now, parish administrators in your diocese can give specific staff—including themselves—permission to merge family records. For instructions on how to give specific parish staff permission to merge family records, go to Give Staff Members Permission to Merge Duplicate Family Records.

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