If you are a diocesan administrator, you can use these instructions to grant specific staff within the diocese permission to merge duplicate family records. Suppose you are a parish administrator in a diocese that has globally activated the Merge Family Access permission. In that case, you can use these instructions to grant specific staff in your organization (including yourself) permission to merge family records.
The instructions in this article show you how to give a parish staff member permission to merge family records. If you want to grant merge permissions to a diocesan staff member, follow the instructions in the article Give Diocesan Staff Members Permission to Merge Duplicate Family Suite Records.
You must have Diocesan Admin or Organization Admin access rights assigned to your login credentials to perform this task.
The Merge Family Access permission can be granted only to staff with an active assignment to the selected organization or diocese. For instructions on giving a staff member an active assignment, go to Create a New Staff Assignment Record.
The Merge Family Access permission, referenced in the procedure below, has limited visibility. All users with Diocesan Admin access can view it. Still, only parish administrators who have an active assignment to the selected organization and belong to a diocese that has globally enabled the Merge Families Access permission can access it. For details on activating this global permission, refer to Configure Global Permission to Merge Family Records.
- From the Administration window, click Manage Staff to display the Staff List page.
- In the staff list, select the link under the desired staff member’s name to open his or her staff record.
- Click
to put the record in edit mode.
- Select the Access Rights tab. Then, select the ParishSOFT Modules subtab.
- In the ParishSOFT group, select the Merge Family Access checkbox.
- Click
.
The staff member can now merge family records within the organization to which they have an active assignment. As shown below, the Merge Families checkbox in the Administration module is now visible to staff members, granting them access to all features of the Merge Families utility.
If you need instructions on merging duplicate family records, go to Merge Duplicate Family Records.
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