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People & CompaniesEdit a person's profile

Edit a person’s profile

HighAdvocacy fills in each person’s profile from their submission, their import, and public details we look up. When something is wrong or missing, you can fix it from the person’s record.

Before you start

  • You need a role that can edit people. See Roles and permissions.
  • You can’t change a person’s email. The field is shown but locked.

Edit the profile

  1. Open People and click the person.
  2. Click Edit at the top right of the record. You can also click Edit next to Social reach.
  3. The middle column switches to Editing profile. Change what you need in each section (see below).
  4. Click Save profile. You’ll see Profile saved.

To leave without saving, click Cancel. Nothing changes until you click Save profile, and the button stays off until you change something.

A person's record in Editing profile mode with the Identity and Relationships sections and the Save profile button

Identity

  • Name (required)
  • Email (shown, can’t be changed)
  • Job title
  • Avatar URL: a link to an image. The preview next to the field updates as you type.

Relationships

Click each relationship that applies: User, Customer, Employee, Partner, Vendor, Influencer, or Other. A person can have more than one, and needs at least one.

Company

Use Assigned company to move the person to another company:

  1. Type in Search companies… to narrow the list.
  2. Pick the company from the list, or pick No company to unlink them.

When a company is picked, you see its Domain, Industry, Size, and ARR, and an Open company button. This only moves the person. To change the company’s own details, open the company. See Company details and enrichment.

The Assigned company list open, with No company and the workspace's companies

Social presence

Each platform (LinkedIn, X, Facebook, Reddit, YouTube, Instagram, TikTok) shows Connected when it has a profile and Optional when it doesn’t. Click a platform to open it, then fill in:

  • Handle
  • Profile URL
  • Primary and Verified: optional ticks.

Click Clear to remove a platform’s profile.

The Social presence section with LinkedIn open, showing the Handle and Profile URL fields

Fields you edit without Edit mode

Some fields save as soon as you change them, right in the record’s left column:

  • Relationship in Profile: pick a value from the list. This changes the person’s main relationship. Any others show below as Also ….
  • Custom fields: type a value and press Enter or click away. See Custom fields.
  • Tags: click Add tag, type a Tag name, and press Enter. Click × on a tag to remove it.

If saving fails

MessageFix
Name is requiredEnter a name.
Enter a valid avatar URLUse a full link that starts with https://, or clear the field.
Select at least one relationshipClick at least one relationship.
Enter a handle and a profile URL, or leave both empty.Fill in both fields for that platform, or clear both.
Enter a valid profile URLUse the full profile link, starting with https://.
We couldn’t save the profile. Try again.Check your connection and click Save profile again.
Last updated on
Person & company recordsCompany details & enrichment