Creating a new profile template

Adding new profiles is a three-step process.

First, go to the Profile Settings page and define the Profile types in the system. Profile types allow you to pre-define your various users and collect different data for each type should you desire. For example, you may only wish to collect minimal information for your staff members but for your other contacts, you may wish to collect much more information – by defining two different user types, you can eliminate the additional fields on your staff member profile pages.

You can have as many different types of Individuals or Organizations as you like.

Profile Settings

  1. Click the PLUS sign to create a new Profile under either Individual or Organization
  2. In the field, type the label you want to appear in the dropdown
  3. Optionally, you can assign which form is the default when creating a new user

 

Second, create a Profile template by clicking “NEW” at the top of the Profile Forms tab. This is where you set what fields this template will have.

Profiles List

On the edit screen you can define the title, the “action” of the profile and which of the user types you have defined should use this profile. You may be wondering what is meant by the “action” of the profile. Profiles can be:

  1. Editable Profiles – these are the templates that you will primarily use to update information about your contacts. If you do not define additional editable profiles, Individuals will use the default Individual Profile and Organizations will use the default Organizational Profile.
  2. Default Public Profiles – this is what will be shown about your users publicly on your site should you decide to allow that functionality. It is called the “Default” because, while each type of user has a default editable profile, so also do they have a default public profile.
  3. Additional View-only Profiles – Think of these as generic, portable profile “views” that can be used by any user regardless if they are an organization or an individual. These profiles allow you to arrange a set of view-only fields and place these anywhere in your theme along with a user’s ID to display “rolodex”-style cards of contacts in your database. These are especially useful in Directories to show visual “snapshots” of your contacts that more easily blend into your theme and don’t require you to link to a default public profile.

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Make these edits and “Save Your Options.”

Third, and last you are now ready to add your fields, which you can either re-use from your field library or, create new ones. Simply drag them in to place and arrange however you would like. The one important caveat here is to ensure that when you are working with public profiles you will only be able to use fields that have been marked as “public.”

For editable profiles, the new profile will now appear as an option under Type when creating a new user, with the fields you specified in the Template.

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