There may be times in which you want only a limited number of people available to a given user by default. This may be because some people are inactive (moved away, deceased, etc) or because that user has a specific subset of people in the church he or she interacts with (e.g. youth pastor interacting with students and their families).
In either case, setting a default filter on the People page can help provide a solution to this. By setting a default filter, only people who match that filter are displayed on the people page.
People outside of this filter will still show up in other places, such as searching for them by name, running an advanced search, viewing them in check-in lists, etc. This simply controls who shows up on the initial list of people on the "People" section.
Note that this is not intended to be a security setting. Users can easily change the default filter or view people not included within the default filter by searching for them.
To set a default filter:
- Select the "People" tab on the top right.
- Scroll to the bottom of the page and click "Set Default Filter" in the bottom right corner.
- Select your desired filter criteria and click "Apply Filter."