{"id":92138,"date":"2024-06-10T10:16:46","date_gmt":"2024-06-10T08:16:46","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/how-do-i-create-and-edit-a-person-status\/"},"modified":"2026-09-25T12:14:35","modified_gmt":"2026-09-25T10:14:35","password":"","slug":"how-to-create-and-edit-a-person-status","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/basics-people\/how-to-create-and-edit-a-person-status\/","title":{"rendered":"How to create and edit a person status?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Person statuses describe <strong>people&#8217;s relationships to your congregation<\/strong>. Each person always has exactly one status in ChurchTools: the default statuses are &#8220;<em>Potential<\/em>&#8220;, &#8220;<em>Friend<\/em>&#8220;, &#8220;<em>Member<\/em>&#8221; and <em>&#8220;To deleted<\/em>.&#8221; You can customize and add to these person statuses for your congregation. This article explains how to do that.   <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">View person status in Master data<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In <em>the People module<\/em> (1), you&#8217;ll find the <em>Master data<\/em> (2) on the right-hand side. When you open it, the Master data will be displayed in an alphabetical list. Here, you can access the <em>Person status<\/em> (3).  <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status.png\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1774\" height=\"1242\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status.png\" alt=\"Screenshot Persons Master data Person status\" class=\"wp-image-94423\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status.png 1774w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status-300x210.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status-1024x717.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status-768x538.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status-1536x1075.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status-360x252.png 360w\" sizes=\"(max-width: 1774px) 100vw, 1774px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Edit existing person statuses or create new ones<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The list now shows you all <em>existing person statuses<\/em> (1). You can <em>filter<\/em> the list by the <em>security level of the statuses<\/em> (2). <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By clicking on one of the person statuses, you can customize it for your congregation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you want to create a new person status, click the <em>blue plus icon<\/em> (3) below the person status list.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status_List.png\"><img decoding=\"async\" width=\"1024\" height=\"291\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status_List-1024x291.png\" alt=\"Screenshot Persons Master data Person status List\" class=\"wp-image-94427\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status_List-1024x291.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status_List-300x85.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status_List-768x219.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status_List-1536x437.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status_List-360x102.png 360w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status_List.png 1722w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Edit person status<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In the dialog box that opens, enter a <em>name<\/em> (1) and an <em>abbreviation<\/em> (2) for the person status. The abbreviation appears in a column on the right side of the list of people. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Checking the <em>&#8220;Is member<\/em>&#8221; (3) checkbox causes people with this status to be counted as members. <em>&#8220;Is searchable<\/em>&#8221; (4) means that people with this status can also be found in free-text searches\u2014for example, when a person needs to be assigned to a group. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The <em>sort order<\/em> (5) determines the position of the person status in selection lists and in the master data. The <em>security level<\/em> (6) determines which users are authorized to assign this status to persons. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Clicking &#8221; <em>Save&#8221;<\/em> (7) creates the person status or applies the change.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status_Change-dataset-form.png\"><img decoding=\"async\" width=\"840\" height=\"742\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status_Change-dataset-form.png\" alt=\"Screenshot Persons Master data Person status Change dataset form\" class=\"wp-image-94430\" style=\"aspect-ratio:1.132075439105471;width:591px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status_Change-dataset-form.png 840w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status_Change-dataset-form-300x265.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status_Change-dataset-form-768x678.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/Persons_Master-data_Person-status_Change-dataset-form-360x318.png 360w\" sizes=\"(max-width: 840px) 100vw, 840px\" \/><\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Person statuses describe people&#8217;s relationships to your congregation. Each person always has exactly one status in ChurchTools: the default statuses are &#8220;Potential&#8220;, &#8220;Friend&#8220;, &#8220;Member&#8221; and &#8220;To deleted.&#8221; You can customize and add to these person statuses for your congregation. This article explains how to do that. View person status in Master data In the People [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[479],"doc_tag":[653],"knowledge_base":[224],"class_list":["post-92138","docs","type-docs","status-publish","hentry","doc_category-basics-people","doc_tag-content-outdated-en","knowledge_base-churchtools-modules"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","pp_force_visibility":null,"pp_subpost_visibility":null,"pp_inherited_force_visibility":null,"pp_inherited_subpost_visibility":null,"acf":[],"year_month":"2026-09","word_count":267,"total_views":"7","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Jasper Stehmeier","author_nicename":"jstehmeier","author_url":"https:\/\/churchtools.academy\/en\/author\/jstehmeier\/"},"doc_category_info":[{"term_name":"Basics","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/basics-people\/"}],"doc_tag_info":[{"term_name":"Content outdated","term_url":"https:\/\/churchtools.academy\/en\/docs-tag\/content-outdated-en\/"}],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/92138","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=92138"}],"version-history":[{"count":9,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/92138\/revisions"}],"predecessor-version":[{"id":94432,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/92138\/revisions\/94432"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=92138"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=92138"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=92138"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=92138"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}