Availability In (& Updates From) Other Nucleus Products

While we covered some of the following information in one of our Start-up Guides here, it’s helpful to revisit and reiterate that:

  1. The database in your People + Messages isn’t the only place where people records are located and accessed, and 
  2. People records are connected throughout various Nucleus products, meaning that when people interact with one product, their details can be updated in the rest of your products where people records exist.

In this guide, we'll cover the following topics. Click on any one to jump ahead.

Unified People Database (And Profiles) For Your Church

First, it’s important to note that your Nucleus works off of a centralized people database, specific to your church, where your people records are stored. This means that whatever changes or updates happen (either from an admin editing something, a person updating their primary contact info, or them completing a Flow with contact information), everything gets added and updated in one place, making it nice and easy to keep records up to date.

There are many areas of Nucleus where you can see segments of your main people database. (More on that in a minute.)

But if you want to see, sort, and filter everything together in your people database, a master list of all your people and profiles is available here in Nucleus People + Messages.

Connected Activity From Other Products

People records are created automatically whenever someone interacts with a product that requires their information. Whether that is requesting access to the Prayer Wall, giving tithes and offerings, or taking next steps, anytime someone enters their contact information in a Flow of some sort, a new person record is created.

So where can you view these people records? In short: everywhere!

Each area of your church's Nucleus Dashboard can display its own list of people records based on who has made submissions to that particular product or category. For instance, Flows as a product has its main list of People, but also when managing each individual Flow, you can see a list of People who have completed that specific Flow.

And in the same way, only People who have made a submission to a certain product will appear in that product. For example, if someone has made a donation, their person record will appear in Giving, but if they haven't submitted a prayer request, they will not appear your Prayer people records. But anytime you want to see all of your People records together in one place (regardless of which products they have submitted to), you can easily find your full list of People under People + Messages.

When viewing a person record in Nucleus People, there is a tab that opens a gateway to that person’s activity. Depending on what products that person has interacted with will determine what products you see there, be it Giving, Flows, Prayer, or all three.

Out of respect for each person’s privacy, we don’t showcase people’s submissions directly in their person record in Nucleus People. This is because, while an admin might have access to view people records in Nucleus People, they might not have access to other products where a person’s submissions reside. So instead, we provide the link out to a person’s record directly within the corresponding app. If you have access to that product, you can then view those submissions associated with that particular person.

Update & Augment Records

If you have the permission to edit people records, you can update & augment records in your people database. Generally we recommend allowing people from your church to create their own accounts, and even keep their own personal contact information up to date themselves; however, there may be times when, as an admin, you need to update or add information to someone's profile.

Note: Depending on what level of permission you have to interact with people records will determine whether you can update people records. To update and augment records, you must be given permission to edit people records. Click here to learn more about people records permissions.

To update a record, find a person in your People database and click the View Profile button beside their entry. (You can actually do this from any list of People, whether directly in Nucleus People or in another product.)

This will take you to their profile where you can see the information they've entered for themselves, as well as any information other admins have entered for them. This could include their name, email address, phone number, along with other common contact details.

To edit or add information, click the Add or Edit button beside the profile section you would like to change.

For instance, to add an Email Address to this profile, click the Add button in the Contact Information section. Then click the + Add New button and follow the prompts, selecting what kind of an email address it is and typing the address into the field. Remember to click the Save Changes button whenever you're done adding information to ensure it is saved to the profile before leaving the page.

Once you, as an admin, have edited or added information to a People profile, this information will show up for you and other admin team members across your Nucleus Dashboard anywhere that person appears in People lists; however, admin edits will not appear inside the person's personal My Nucleus account. For a person to update the information they see inside their account, they would need to login and update it themselves.

Admin changes are more like profile notes and will appear only to themselves and other people with admin access to their church's Nucleus Dashboard. This is because Nucleus allows for the best of both worlds.

  1. People can keep their profile updated and any new info they share via a Flow, etc. is automatically copied into the church’s version of the profile, updating previously saved info by the person, or adding brand new info that wasn't previously there.
  2. Information or notes the admin adds don’t sync back to the person so admins can keep their view the way they like it without deleting or removing something from a person’s personal account without their permission, or accidentally revealing internal notes.

What Next?

Understanding that people records are housed within multiple areas of your Nucleus, it’s important to know all the elements of a person’s profile and how to edit/manage those pieces of information. Check out the following guides for helpful tips.

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