Creating a Person Profile

Create a Person Profile and learn how to change it to an Organization Profile

Written by Annie Gaston

Last published: April 17th, 2025

Record important data about the people associated with your collection, and the items in your collection.

Video Resource - Creating a Person Profile


Changing a Person Profile to an Organization Profile

You may find that an Organization Profile was incorrectly created as a Person or vice versa. It is easy to fix that! Here's how:

  • Click on your Main Menu and navigate to Profiles.
  • Search for "Person or Organization" (this is the parent Profile of the Person and Organization Profiles).
  • From within “Person or Organization”, you can search for any Person or Organization Profile — search for the Profile you'd like to change.
  • Select the Profile and click the Edit pencil.
  • At the top of the Edit page you'll see a drop-down menu — click on it and you'll see that you can change the type.
  • Be sure to click "Save" in the upper-right corner when you are done.

Video Resource - Changing a Person Profile to an Organization Profile (and Vice Versa!) (No Sound)