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Monitor Your Data in Realm

Update Privacy Settings for Someone Else

Registered users of your Realm site can view and register their privacy settings. But there might be times when you need to do it for them.

When you change an individual's privacy settings, he or she will be notified automatically by email. Changes are also recorded in the Customization History section of the Privacy page. In order to provide the most current information, the Customization History section displays privacy changes from the past 12 months.

When you change someone's profile privacy, Realm automatically sends them an email listing the new settings. (A popup message will remind you of this.) But there is an exception to this safeguard. No email is sent if:
  • the owner of the profile does not have an email on file
  • the profile has not been opted in to the online directory

View/Edit Someone's Privacy Settings

Registered users of your Realm site can view and manage their own privacy settings. But there might be times when you need to do it for them.

To view a user's privacy settings, you must have the Edit Individual permission set to Allow in your list of responsibilities. If an administrator marks information, such as emails or phone numbers, as visible to users, the View Details for Individuals permission must be set to Allow in order for the user to view the information.

See Responsibilities for more information.

  1. Locate and open the user's profile.
  2. Click to the privacy icon padlock icon with the word Privacy.
  3. A detailed list of settings opens.
    For people without a login, the check box Opt in to Online Directory is visible. If selected, this individual's profile is searchable by others in Realm, even if he or she never creates a login.
  4. Select one of the options to apply that setting to all information on the profile, or click Custom Privacy to select a setting for each field.
  5. Other members in this person's family display on the left. Click each family member's name, and select a privacy option.
  6. Click Save.
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Last updated: September 18, 2025