What is it?
Any attribute within your database can be setup so that members are able to login and add/edit information within their own profile. Allowing members to manage their own information is a great way to keep your database as up to date as possible.
In order for a member to update their own profiles, they must have 1) the appropriate attribute security settings, and 2) access to their profile page.
Attribute Security Settings
Attribute security needs to be set appropriately in order for your members to view and/or edit their information. Follow the steps below to verify and/or update attribute security settings:
- Navigate to Database > Attribute Management > Attribute Security
From the drop down at the top of the Attribute Security page, select the user group you would like to update.
On this page you will see a column “Attributes for XXX”. This column displays all of the attributes assigned to the group you selected from the drop down.
On the far left you will see a column called Profile Owner. The Profile Owner column controls what a member of the group specified can view about their own profile.
Click the icon until you have the appropriate icon selected based off what you want them to do.
- The eyeball symbol means users can view the attribute specified
- The tool symbol means users can view and edit the attribute specified
- The red "NO" symbol means users cannot see or edit the attribute specified
The columns on the righthand side of the page display all of the groups within your MemberClicks database. These columns control what the group listed at the top of the column can see and/or edit about the group selected in the dropdown.
For example, if you selected Student Member from the drop down at the top of the page, you would want to select the Tool symbol for all of the attributes under the Admin column. Doing so would mean that anyone in the Admin group could View and Edit all attributes for the Member group.
5. After updating all Attribute Security settings, click Save. Continue this for each group until you are satisfied with your security.
Now that members have the appropriate settings to view and/or edit attribute information, they will need a way to access their database profile. To provide access you can add a button to your site's navigation menu and/or link(s) within any article that point to the "My Profile" system page.
- This example shows the "my profile" system page added as a button in navigation:
(for details on adding menu items, click here)
- This example shows the "my profile" system page added as a link within an article:
(for details on adding site links to articles, click here)
Editing the Member Profile
Once a member has clicked on the My Profile link, they will reach the Profile Details page. Here they can click the Edit Profile link to easily update any attributes they are able to (per Attribute Security settings) before saving.