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.

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.

Editing a Profile

To edit a person's profile, navigate to the People List on the Entity Profiles page, and click on the Display Name link of the person you wish to edit. This action will take you to the person's profile page.

To begin editing the information in the profile, click the Edit button located in the top-right corner of the profile page. This will change the profile page into an editable format where you can modify the profile details.

Sections to Edit in the Profile

The profile page is divided into several sections, which are described below:

Name and Organizations

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

  • First Name: Enter or update the person's first name.
  • Middle Name: Enter or update the person's middle name or initial.
  • Last Name: Enter or update the person's last name.
  • Professional Suffix: Enter or update any professional suffix (e.g., Esq., JD).
  • Associated Organizations: This field lists the organizations associated with the person, based on their email addresses. This information 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 or function, particularly related to privilege review.
  • 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 displays the header information identified during a Name Normalization and Entity Analysis run, as well as any email addresses you choose to manually add.

Headers

The grid below displays the existing name and email variants that were found during the Name Normalization and Entity Analysis run:

  • Name: The name variants found during the analysis.
  • Email: The corresponding email variants found.
  • Timeframe: The document timeframe where this name/email address was identified.
  • Total: The clickable document total count for the name and email variants found. Click to view the related set of documents.

If you want to add a new email address to the Headers section:

  1. Enter the Email Address: Type the email address into the text box located above the grid labeled "Enter an Email Address."
  2. Click Add: Once the email address is entered, click the Add button next to the text box. This action will add the new email address to the grid.
    • The email address must be unique and cannot already exist in another profile or be listed in the grid.
    • A newly added email row will initially contain 0 documents and will not display any name or timeframe information until associated documents are processed in subsequent runs.

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.


Back to top

Related Articles