People List ACTIONS Menu
IN THIS ARTICLE:
This article explains the options available in the ACTIONS menu on the People List page, which allows users to manage and update People Profiles within the workspace. The ACTIONS menu is divided into two main sections: Bulk Update and People Profiles.
WHO CAN PERFORM:
The following permissions control access to the ACTIONS menu options:
- View People Profiles: Required for accessing the entity profile permissions. Disabling this permission hides the Entity Profiles tab and disables the ability to click into people or organization details. However, color coding by function remains viewable within reports and the Email Thread Viewer.
- Create Entity Profiles: Controls access to the "Create New" menu item under the ACTIONS button on the People List page, allowing users to add a new profile for this workspace. When disabled, this menu item is hidden.
- Edit Entity Profiles: Allows access to the "Edit Selected Profiles (N)" and "Edit All Profiles (N)" menu options under the ACTIONS menu on the People List and Organization List pages. Also enables access to the EDIT menu for a specific people profile or organization profile. When disabled, it hides all edit options on the ACTIONS and EDIT menus.
- Bulk Edit Entity Profiles: Allows access to the Bulk Update options on the ACTIONS menu for selected or all persons in the People List. When disabled, the Bulk Update options are hidden.
Bulk Update Section
The Bulk Update section provides options for editing multiple profiles at once, whether you want to make changes to specific selected profiles or apply updates across all profiles in the workspace.
Note: The "N" here represents the total number of profiles currently displayed or filtered in the list. For instance, if there are 394 profiles visible, the option will appear as "Edit All Profiles (394)."
- Edit Selected Profiles (N): This option allows you to bulk edit information for the profiles you select by checking the boxes next to each profile in the People List. You can select one or multiple profiles, and then apply changes to fields such as Function, Key, Custodian, and more.
- Edit All Profiles (N): This option lets you bulk edit information for all profiles in the workspace. Whether your People List is filtered or not, this will apply updates to all profiles currently displayed in the list, allowing for broad changes across the entire dataset.
For more information on bulk editing profiles, please refer to the Bulk Update Edit Profiles article.
People Profiles Section
The People Profiles section is focused on the creation of new profiles within the workspace.
- Create New: Use this option to manually create new People Profiles in the workspace. This is particularly useful when you need to add a person who may not have been automatically identified during a Name Normalization and Entity Analysis (NN & EA) run. The new profile will appear in the People List and can be edited or updated as needed.
For more information on creating new profiles, please refer to the Create New People Profile article.
