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Approving Profile Changes

When your church requires administrator approval for profile updates, members submit their changes through the B1 Mobile app and those requests appear as tasks in B1 Admin. This guide explains how to review and approve them.

Before You Begin

  • You must be a member of the group designated as the Directory Approval Group in Mobile → B1 Mobile
  • If no approval group has been configured, profile changes are applied immediately without review

Where to Find Pending Requests​

When a member submits a profile change, it appears as a task assigned to your approval group. You can find it in two places:

From the Dashboard:

  1. Log in to B1 Admin — the Dashboard loads automatically.
  2. In the Tasks section on the right side, click the Assigned to My Groups tab.
  3. Any pending profile change requests will be listed there.

From Serving → My Work:

  1. In the top navigation, click Serving.
  2. Click My Work.
  3. Click the Assigned to My Groups tab under Tasks.

Reviewing and Approving a Request​

  1. Click the Profile Update task to open it.
  2. Under Requested Changes, you will see each field the member wants to update along with the new value they submitted.
  3. Review the changes.
  4. Click Apply to approve and save the changes to their profile.

The task will close automatically once the changes are applied.

Setting Up the Approval Group​

If your church wants profile changes to require approval, a Directory Approval Group must be configured first.

  1. In the top navigation, click Mobile.
  2. Click B1 Mobile.
  3. Under Directory Approval Group, select the group whose members should review profile change requests.
  4. Click Save.

Any member of that group will see incoming profile change requests under Assigned to My Groups on their dashboard.

tips

Make sure your approvers are actually members of the configured group — only group members will see the requests.