Edit People Profiles

IN THIS ARTICLE:

This article explains how to edit a person's profile within the Entity Profiles section. You'll learn how to navigate to a profile, make updates to various fields, and manage custom fields and name normalization outputs. There are three ways to edit a People Profile: single edit, bulk edit, and inline edit. This article focuses on single edits, which involve editing one profile at a time.

WHO CAN PERFORM:

The following permissions are required to edit a person's profile:

  • View People Profiles: Required to access the Entity Profiles tab and view profile details. Disabling this permission hides the Entity Profiles tab and disables the ability to click into people or organization details.
  • Edit Entity Profiles: Grants access to the "Edit" option in the profile's menu. Disabling this hides all edit options on the Actions and Edit menus.

How to Edit a Single People Profile

There are two ways to navigate to the Edit People Profile page:

1.     From the Details Panel:

a.     Click the Edit Profile button directly in the profile's Details panel to enter the edit mode for that profile.

b.     Alternatively, you can click the Details button in the panel to navigate to the People Profile page in view mode, and from there, click the Edit button to make changes.

2.     From the People Profile Name:

a.     In the Entity Profiles grid, click the Display Name of the profile you want to edit. This will navigate you directly to the People Profile page, where you can click Edit to enter edit mode.

Editing the People Profile

Once you're on the People Profile page in Edit Mode, you can modify any of the following fields:

Name and Organizations

This section includes information about the person's name and associated organizations:

  • First Name: Enter the person’s first name (required).
  • Middle Name: Enter the person’s middle name or initial (optional).
  • Last Name: Enter the person’s last name (required).
  • Professional Suffix: Enter any professional suffix, such as Esq., JD, or PhD (optional).
  • Associated Organizations: This field automatically lists the organizations associated with the person, based on their email addresses. It is automatically populated and cannot be edited.

Additional Information

This section includes various fields that can be manually updated:

  • Function: Select the person’s role, especially related to privilege review (e.g., Client, In-House Counsel).
  • Verified: Toggle "on" to mark the profile as verified.
  • Key Person: Toggle "on" to mark this person as a key figure in discussions.
  • Named Custodian: Toggle "on" to flag this person as a custodian.
  • Primary Organization: Enter the name of the primary organization the person is associated with.
  • Title: Enter the person’s job title.
  • Department: Enter the department this person belongs to.
  • Primary Email: Enter the primary email address for this person.
  • Phone Number: Enter the person’s phone number.
  • Country: Select the person’s country.
  • Address: Enter the person's physical address.
  • City: Enter the city for the person's address.
  • State: Enter the state for the person's address.
  • Zip Code: Enter the zip code for the person's address.

Custom Fields

This section contains any additional fields that were setup for the workspace and can be populated as needed.

Names Normalization Output / Headers

This section lists header information identified during Name Normalization and Entity Analysis runs, as well as email addresses that were manually added. Here is what’s shown in the grid:

  • Name: Displays the name variants found during the analysis. This field will remain blank for manually added email addresses until the address is identified in a Name Normalization and Entity Analysis run.
  • Email: Displays the corresponding email variants found or manually added.
  • Timeframe: Shows the document timeframe where this name/email address was identified. This field will remain blank for manually added email addresses until the address is processed in a Name Normalization and Entity Analysis run.
  • Total: Displays the total number of documents associated with this name and email variant. Clicking on the number will show the related documents. For manually added email addresses, this will show 0 until documents are identified in a future Name Normalization and Entity Analysis run.

If you want to add a new email address:

  1. Enter the Email Address: Type the email into the box labeled "Enter an Email Address."
  2. Click Add: This will add the new email to the grid.

If the email is found in subsequent Name Normalization and Entity Analysis runs, its corresponding name, timeframe, and document totals will be filled in automatically.

Saving Changes

After making the necessary updates, click Save in the top-right corner to apply the changes. If you wish to discard the changes, click Cancel.

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