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Profile Sharing

Overview​

The Profile Sharing feature lets your church create a clean public or member-only share page for a member or family.

Instead of exposing the full internal record, Shepherd lets you choose exactly what to show, add a short introduction, include prayer points, and publish a safe share link for prayer support, fundraising context, care mobilisation, or spotlight moments.

You can use it for things like:

  • sharing a member's prayer needs with the church
  • spotlighting a family that needs support
  • creating a clean page for follow-up, care, or outreach
  • generating a QR code for events, meetings, or announcements

What Gets Shared?​

Only the content you choose.

A shared profile can include:

  • Title
  • Short intro
  • Selected profile fields only
  • Prayer points
  • Call to action
  • Profile photo (if available and selected in the shared view)

Shepherd does not publish the full member or family record automatically. The shared page is curated.

Where to Find It​

You can start from either:

  • Members → open a member record → Share Profile
  • Families → open a family record → Share Profile

You can manage all created share pages at:

  • Communication → Shared Profiles
Screenshot

📸 [Screenshot: Shared Profile builder dialog opened from a member record]

Creating a Shared Profile​

  1. Open a member or family record
  2. Click Share Profile
  3. Fill in the share builder:
    • Title
    • Intro
    • Prayer points
    • Call to action (optional)
    • Fields to display
  4. Choose the access mode
  5. Click Save Draft or Publish

If you save as draft, the page is not yet visible to viewers.

Access Modes​

When publishing, choose how the page should be accessed:

Access ModeWhat It Means
PublicAnyone with the link can open it
UnlistedNot shown inside normal app navigation, but anyone with the link can view it
Members OnlyOnly signed-in church members can open it

Use Members Only for more sensitive prayer or care-related sharing.

Publishing a Shared Profile​

After you click Publish, Shepherd generates:

  • a share link
  • a QR code

You can copy the link and send it through:

  • WhatsApp
  • SMS
  • Email
  • church announcements
  • printed materials using the QR code
Screenshot

📸 [Screenshot: Published shared profile showing link copy button and QR code]

What Viewers See​

The viewer sees a clean share page with only the approved content.

Depending on what you included, the page may show:

  • name or family name
  • selected profile details
  • intro text
  • prayer points
  • action prompt

This page is separate from the full Shepherd dashboard and is designed for safe sharing.

Managing Shared Profiles​

Go to Communication → Shared Profiles to manage all created share pages.

From there, authorized users can:

  • view all drafts and published shares
  • see profile status
  • copy the live link
  • duplicate a shared profile
  • revoke a published profile
  • review audit history

Typical statuses include:

  • Draft
  • Published
  • Revoked
  • Expired

Revoking a Shared Profile​

If you no longer want a page to be accessible:

  1. Go to Communication → Shared Profiles
  2. Find the published profile
  3. Click Revoke
  4. Confirm

Once revoked, the old link will no longer open the active shared page.

Best Practices​

  • ✅ Share only the fields that are truly needed
  • ✅ Use Members Only for private or sensitive cases
  • ✅ Keep prayer points clear and concise
  • ✅ Review the preview before publishing
  • ✅ Revoke links when the situation has passed
  • ✅ Prefer family sharing when the need affects the whole household

Suggested Church Uses​

  • Prayer spotlight during services or midweek meetings
  • Care support for bereaved or struggling families
  • Fundraising context where the church wants members to understand a need
  • Welcome spotlight for introducing a new pastoral family or ministry leader
  • Follow-up coordination with a simple QR code on-screen

Permissions​

Access depends on the permissions assigned to the user account.

Typical permissions used are:

  • Profile Share View
  • Profile Share Create
  • Profile Share Edit
  • Profile Share Publish
  • Profile Share Revoke

If someone can view shared profiles but cannot publish or revoke them, they likely have limited access.

Tips​

  • If a page should be visible outside the church, use Public or Unlisted
  • If the page contains sensitive care information, use Members Only
  • For live events, display the QR code on screen so members can open the page quickly
  • If you need a fresh version of an older profile, duplicate it instead of rebuilding from scratch