Step by Step: Setting up profiles
Back-end, front-end, public view and multiple templates.
Presspoint has extremely flexible profiles, it’s one of the key strengths of the system.
Each user has a profile in the CRM, and you can opt to allow them to access their profile via a front-end account login.
In this tutorial, we will set up a new user profile template, then setup the front-end login version for the user and a public version of the same profile. Finally, we’ll set up a second user template for our vendors.
From the Dashboard, go to Profiles & Forms, then click Profiles link, then click on Individual profile.
The template view has three sections. The top section (with name, email etc.) are Presspoint required fields.
The section below that is where you can customize fields. The default values have a few common fields.
You can add existing profile fields or create a new profile field.
In the BIG Brewery video, we added a new text field called “Mother’s Last Name”. You can add any field type you like — text, number, select (aka dropdown) or taxonomy.
- Click “Add new field”
- Select what type of field you want to create
- Presspoint will prompt you to fill in the field values
- Add in the values you want
- The database field will auto-populate. You can click in the field to prompt the auto-populate faster
- You can also set the user permissions here: View only, Edit or Hide
- Scroll down in the modal to save.
- Drag the field where you want it in the layout.
Front-end account login
All users have an account on Presspoint automatically as soon as they fill in any form (or you import them). It is your choice whether to allow them to log in to the account.
From the Dashboard, go to Access Forms and select either Login or Logout. These are the same type of forms as general forms except there are no field selections to be made.
- Clicking “Add to menu” will copy the URL into a custom menu item
- Check the link was added in your menu. In WordPress you would go to Appearances > Menus.
- You can also add a main menu link to Presspoint profiles from the Presspoint dashboard by going to Public Profiles and check the box by the appropriate menu option under “Display Controls.”
- When you’re making your account creation form later on, you should add a Password field, otherwise the user will have to use the “Forgot Password” process to get credentials and log in.
User’s perspective on the front-end.
Because you are an Admin, when you login to your own profile on the front end, you are seeing it with Admin permissions. To see what a normal user will see, create a non-Admin account, then login from a different browser.
To change which fields the user can view as read-only or completely hide, go to the Individual profile form, click on the field you want to change permissions on, then in the lower right corner, edit the User Permissions, then save and close.
To change whether the user can see his History, User Account Access >> Login options and toggle “Show user history publicly”
Then go to User Actions under Forms & Profiles to determine what history items the individual can see.
Check the result from your user-level account on the other browser. Note that Carol does not see the Start Issue, even though it is present on the back-end profile.
As as Admin, you can show public profiles, typically displayed via a Directory. Public profiles are usually a subset of the profile, for example, hiding the user’s home address.
From the Dashboard, go to Profiles & Forms, then click Profiles link, then click on Individual public profile.
This profile form is just the same as the normal profile, with two exceptions
- Only fields that are marked “Public” will appear in the dropdown list.
- Users have the option of “opting out” on a per-field basis. Admins can do the same for users, again on a per-user basis
The easiest way to make fields public or not is to go to the Field Library and do bulk updates.
Users can opt-out via their online account by toggling the “EYE” icon on each field.