People List ACTIONS Menu
IN THIS ARTICLE:
The ACTIONS menu on the People List page is divided into two sections, Bulk Update, and People Profiles. These options appear in the Bulk Update section:
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Edit Selected Profiles (N)—bulk edit information for the profiles you select
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Edit All Profiles (N)—bulk edit all profiles in this workspace
This option appears in the People Profiles section:
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Create New—create new people profile(s)
WHO CAN PERFORM:
The following permissions allow access to the ACTIONS menu options:
View people profiles—required permission for the entity profile permissions below. When disabled, it disables the Entity Profiles tab and disables the ability to click into people or organization details. Color coding by function remains viewable within reports and the MA Viewer.
Create entity profiles—controls access to the Create New menu item under the ACTIONS button on the People List page, which allows adding a new profile for this workspace. When disabled, hides this menu item.
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. Allows access to the EDIT menu for a people profile or an 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 menu options on the ACTIONS menu on the People and Organizations List pages for selected or all persons or organizations. When disabled, it hides the Bulk Update menu options.
To manage entity profiles, users will also need to add/edit/delete permissions on the MA People and MA Organizations objects in Relativity permissions.
