Use a person's profile
A person's profile brings together their government IDs, bank accounts, documents, medical records and history, with edit, reveal, login and sharing controls.
Overview
Each person has a profile page with everything filed against them. Open it from People by clicking their name. What you can do on it depends on your role. See Roles and permissions.
The profile has these parts:
| Section | What it holds |
|---|---|
| Login & access | Their own sign-in and role, if any |
| Shared access | Other households this person is shared into |
| Government IDs | Masked IDs, phone numbers and addresses |
| Financial | Bank accounts, masked |
| Documents | IDs and documents, with files and expiry status |
| Medical | Medications and medical reports |
| History | Jobs, Addresses and Travel |
Before you start
- Add the person first. See Add a person.
Steps
Edit details
- Open People and click the person's name.
- Click Edit details to change name, preferred name, date of birth, gender or addresses, then click Save.
- Click Edit government IDs (only filled fields change) to add or update an ID, then click Save. Leave a field blank to keep its current value.
See a masked value
- In Government IDs, click Reveal next to a value.
- The full value shows. Click Hide when done.
Add records
- In Financial, click + Add bank account.
- In Documents, use the uploader or + Add single document (details only).
- In Medical, use + Add medication or + Add single report (details only).
- In History, use + Add job, + Add address or + Add trip.
Example
Asha Rao opens her father's profile, clicks + Add medication and enters his blood pressure tablet. Later, at the bank, she clicks Reveal on his PAN, reads it out, and clicks Hide.
FAQs
Who can click Reveal?
Owners and Adults. Others see "Not permitted". See Reveal masked values.
How do I delete a person?
An Owner can click Delete person at the top of the profile. This permanently deletes the person and all their records.
Why does the profile say "Shared from … — read-only"?
The person belongs to another household and has been shared into yours. You can view but not edit. See Share a person across households.
Troubleshooting
I don't see Edit details or any + Add buttons
Your role is read-only, or you're viewing a shared person. Ask an Owner of the person's home household for access.
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