Initial Configuration
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      3. Initial Configuration

      How do I create, modify, or remove a User Profile?

      User Profiles are initial surveys given at the Community level upon being onboarded. They are designed to gather general information about each user, such as gender and location.

       

      This article applies to Team and Legacy editions.

      A User Profile is typically designed to collect personal or demographic data from your Community Users. This data can then be used to generate Reports, Filters/Views, or manipulated to categorize Users or track specific User details. The data is also generally used to find information about Users that would qualify them to take part in specific Projects.

      Create a User Profile:

      From the Community Homepage:

      1. Navigate to Community logo > Community management > User profiles.
      2. Click the Create a user Profile link at the top of the page.
      3. Complete the Basic Options, Team Access, and Advanced Options as desired.
      4. Click the Next button at the bottom of the page.
      5. Click the Create a Form Element link at the top of the form.
      6. Select the desired Element Type and then fill in the settings for that Element.
      7. Click the Submit button at the bottom of the page to confirm.
      8. Repeat steps 5-7 until you have added all desired Elements.
      9. Click the Return button when satisfied to complete the process of adding Elements and return to the form.
      10. Click the Activate Profile button at the bottom of the page.

      You have successfully created a User Profile.

      Modify a User Profile:

      From the Community Homepage:

      1. Navigate to Community Management > User Profiles.
      2. Click the table cell of the desired User Profile.
      3. Make changes to the Basic Options, Team Access, and Advanced Options as desired.
      4. Click the Submit button at the bottom of the page.
      5. Hover over the table cell of the desired User Profile and click the form icon.
      6. Click the Modify link beneath the Element you would like to change.
      7. Make desired changes, then click Update Element.
      8. Repeat steps 6-7 for each Element you would like to change.

      You have successfully modified a User Profile.

      Remove a User Profile:

      From the Community Homepage:

      1. Navigate to Community Management > User Profiles.
      2. Hover over the table cell of the desired User Profile and click the Archive button to archive the profile.
      3. Click View Archive in the upper right.
      4. Hover over the table cell of the desired User Profile and click the X icon to the right.
      5. Click the Yes, Delete this item link to confirm the removal of the User Profile and all collected data.

      You have successfully removed a User Profile.

      Steps 2 and 3 are only necessary if the user profile is active, an inactive profile can be deleted directly from the User Profile Management screen.

      Requirements

      • Manage Community Role

      Notes

      • Once created and active, End-Users that have access to submit the User Profile will be able to complete their User Profile automatically using the form that you built above!