Controlling editable fields for My ChurchSuite members
You can customise which fields of personal information that members are to be able to edit within My ChurchSuite. It can save considerable office admin time and help keep information accurate and up to date if members are able to manage their own personal information in this way. Of course, some fields of information may be 'internal-only' and you may not wish members to be able to update those fields - for example, a 'membership status' custom field. Here's how you can customise which fields they can see and what they can edit within My ChurchSuite...
Working within ChurchSuite, head into the Address Book module's settings via the cogwheels icon in top right corner of the module and select the My ChurchSuite Options tab.
Scroll down to the editable Fields section. Here you can select which fields My ChurchSuite members can edit. Bear in mind that under the EU GDPR, data subjects have a right to access and a right to rectification. Best compliance is achieved if you allow members to edit/manage more of their personal information, even if that results in them choosing to remove information that they no longer wish you to process. Click Edit to make changes. In the example below, members will be able to edit all standard and optional fields from within My ChurchSuite.
In addition to the standard and optional fields, you may also have custom fields. Some custom fields may be internal-use and designed not to be edited by members but some fields may be personal that members can edit. Switch to the Module Options tab...
Scroll down to the Custom Fields section. Here you can Edit the custom field settings, including the visibility and edit-ability of custom fields within My ChurchSuite. In the example below, the 'Subscribe to weekly e-news' field has been set to not Show in Search for Others results in My ChurchSuite but members are able to Edit their response. This field is set Required in My ChurchSuite - meaning that each member must select one of the two options - Yes or No.
Allowing contacts to link to their Spouse/Partner
One of the editable Fields described above is allow contacts to link to their Spouse/Partner from within their My ChurchSuite. Let's explore how this functionality works...
Members can never see the My Children or My Giving details for any person - each member can only see their own linked children and their own giving details. However, each member can see the linked children and giving of their spouse/partner once they are linked (if the My Children and My Giving sections are enabled). For this reason, as a precautionary step, the spouse/partner will always be invited to 'approve' the linking before the two contacts are actually linked; at which point, the spouse/partner's children and giving will become visible to the linked contact - explained further below.
It's helpful that members can manage their own spouse/partner linking - perhaps for when people get engaged or married. It's especially helpful when their marital status changes - if they separate or divorce - so that spouse/partner/child linking is correctly handled. With the 'in-built' confirmation safeguarding you can be assured that no one is able to exploit the functionality to link to a spouse/partner to access another person's children or giving information.
When the allow contacts to link to their Spouse/Partner option is enabled, all members, subject to their marital status, will be able to search for their spouse/partner's name and link the two contacts. In searching for their spouse/partner ChurchSuite will auto-suggest names from the Address Book as they type. The auto-suggested names are only for those whose privacy settings have Name is visible enabled.
On saving the changes - and before any linked My Children or My Giving details are shared - the member will see this message...
... and the selected spouse/partner will receive an email asking them to confirm the change (see below). Only when this confirmation is made will that member's My Children and My Giving information be linked to the member.
All changes to personal information made by members, including their spouse/partner linking, are recorded back in the Changes log on each person's profile page in ChurchSuite.