home

Realm

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

thumbnailRealm

Profile Basics

Add Personnel Profiles

Add a profile to track personnel information.

  • You'll need the Add permission for the personnel type you want to add.

Create records for personnel, including staff, clergy and religious, or ministers.

Though email and birthday may not be required for people, you should enter them. Doing so prevents duplicate records being created when personnel log in for the first time. Email addresses should also be different for each profile. Individuals with shared emails will not be able to create their own logins.

  1. In the top-left corner, click your ministry hub then Realm. Then click Profiles > Personnel.
  2. Click Add Personnel at the top.
  3. Select the individual's department (for staff) or role (for clergy, religious, or ministers).
    Note: Department and role list values are set based on your denomination.
  4. If needed, enter an assignment/position title to further categorize this personnel.
  5. Enter the details for the individual. Fields marked with an asterisk are required.
  6. Click Save or Save & Add Another.

The new profile is added. Track personnel information on the tab matching the name of the personnel type.

Administrator
Realm

Last updated: April 30, 2024