Profile Manager

Categories: WikiTree Help


What is a Profile Manager?

The Profile Manager has primary responsibility for a WikiTree profile.

For modern profiles, the manager is a privacy steward. The Profile Manager sets the Privacy Level and manages the Trusted List.

For older profiles, the manager is a leader for the genealogical collaboration.

Does the Profile Manager own the profile?

No. See the page on ownership and control.

Does the Profile Manager get to decide what's true and what isn't?

No. Since all descendants have to share to same ancestor profile the Profile Manager needs to seek consensus. They should see themselves as a leader and try to resolve conflicts through clear communication and careful use of sources.

Do you have to communicate with the Profile Manager before editing?

You don't need permission to edit a profile if you're on the Trusted List or it's an Open profile and you've signed the Honor Code. However, it's often recommended. See Communication Before Editing for guidelines.

How is being the Profile Manager different from being on the profile's Trusted List?

Profile Managers:

  1. Receive merge proposals via e-mail.
  2. Receive Trusted List requests via e-mail.
  3. Receive notices about comments posted on the profile via e-mail.
  4. Can delete inappropriate comments and memories.
  5. Can adjust the Privacy Level.
  6. Can add and remove other managers.
  7. For Project-Protected Profiles, the manager can edit parents, along with Project Coordinators and Leaders.

In all other ways, the manager is just like everyone else on the Trusted List. Everyone on the Trusted List has the power to edit and merge, and gets alerted to changes to the profile through their activity feeds.

The Profile Manager role isn't about power. It's about leadership. The manager is expected to lead in the protection and improvement of the profile. If they're currently unable or unwilling to lead, it's best that they let someone else manage the profile.

Setting or changing the Profile Manager

When you create a new profile you are set as the Profile Manager.

To add managers to a profile:

  1. Click the Privacy tab on the profile to be managed.
  2. In the Add to Trusted List section, enter a user's email address and press ADD THIS PERSON.
  3. In the Trusted List section, select the link for the desired user to "Add as Manager."

To remove managers from a profile, perform one of the following:

  • Select the link for a single user to Remove as Manager.
  • Select the checkboxes for multiple users and press REMOVE SELECTED PEOPLE.

To change many profiles at once, use the Profile Manager Changes tool. You must be on a user's Trusted List to add/remove them from multiple profiles at once.

Can you have multiple Profile Managers? If so, many?

There can be more than one manager for a profile. If two profiles are merged, the managers of the merged profiles become managers of the new combined profile (unless one is a Project-Protected Profile.

It's best that no profile have more than a few managers. Four or five is too many.

Projects sometimes act as the manager of widely-collaborative profiles.

Can you remove other Profile Managers?

If a profile has more than four or five Profile Managers, it becomes unwieldy.

Any Profile Manager can remove another Profile Manager in these cases, but it should be discussed first. Remember that managers don't own profiles. When discussing who should manage a profile or family line, think of yourselves as volunteers who are dividing up responsibility so that you can get more done.

Don't remove others from the Trusted List, just remove them as a manager. See the instructions on this above.

If there is any conflict about who should manage a profile, see Problems with Members.

What if you want to reduce your management responsibility?

Managing profiles, especially those shared by many descendants, can be a big responsibility.

Even the most active WikiTreers can't manage more than a couple thousand profiles. Less active members may only want to manage a few hundred.

This doesn't mean you can't contribute to the profiles. You can collaborate on a profile as a member of the Trusted List without leading the collaboration as the Profile Manager.

Simply go to the Profile Manager Changes tool and do the following:

  • Select the "remove" option.
  • Enter your own e-mail address.
  • Click "select all" or select the profiles or family lines you don't want to manage.

You will not be removed from Trusted Lists (use the Trusted List Changes tool if that's what you want to do). And you will not be removed as the manager of private profiles if there is no other manager to watch over them.

There's nothing wrong with giving up management. This will enable other members to step up and do more.

Profile Managers for active user profiles

There are special rules regarding active profiles, i.e. profiles for living people who are users of WikiTree.

If you create a profile for a friend or family member and then invite them to join you on WikiTree by adding their e-mail address to their profile, they will replace you as the Profile Manager when they accept your invitation.

An active user can add other Profile Managers to their profile. This may be appropriate if they want to let a Wiki Genealogist manage the privacy controls here.

Although an active user can add other managers, they must always remain a manager of their own profile.

Unresponsive Profile Managers

Profile Managers who don't respond to private messages and merge proposals are a big problem on WikiTree.

If you can't reach the manager of a profile, see Unresponsive Profile Managers.

This page was last modified 17:32, 15 February 2017. This page has been accessed 55,786 times.