What is it?
The Admin Profile view allows you to create a new tab within profiles on the admin side, and to add and organize attributes within that tab for easier viewing.
How to Access
Navigate to Database > Attributes. Once there, click on Admin Profile View
Configuring the Admin Profile View
To begin configuring the Admin Profile view, give the new tab a name and toggle the Enable Tab option ON.
Once Enable Tab is toggled on, an area to add sections to the new tab will appear. You can add as many sections as you like, and within each section, choose attributes to display. To add a new section, click Add Section.
Profile View
Once a new tab has been added, that tab will be viewable to Admins viewing member profiles on the admin side. The new tab will appear to the left of the Attributes tab, and includes anchors to each section on the right to make the different sections easily viewable.
Comments
5 comments
I'm happy we can ad a tab, but it would be MUCH more effective if we could add more than one new tab, when are we going to be able to add additional tabs?
Is there a way to alter the profile owner's view of their profile, other than turning on/off access to their attributes? I'm specifically wondering if we can reorder the attributes--for example, our members are most concerned with our custom attributes that show their Region and Section, more so than their mailing address. So we still want our members to be able to see all of this information, but we'd like the Region and Section to display above the address. Is that possible?
Also, I agree with the earlier comment, multiple tabs would be great. Especially a "notes" tab like in Classic!
Hi Jen - It's not currently possible to reorder the listing of attributes in the profile on the member side. We will be adding functionality around the ability to reorder attributes, etc. in the future, though I don't have a concrete timeline since the project hasn't been started. We recently added a new area to the Help Center where you can subscribe to receive updates about our regular releases - check out that page here.
I would like to run a report that allows me to audit field changes (especially those made by members after logging in.) This is necessary so I can pass on any of my county association member edits up to the state association, since our data sets need to stay the same. Although I see I can get "last date logged in" on an export report and I can field what field changes are made under view latest changes to attributes, this is not a practical solution to monitoring changes en masse with my membership.
As much as I love this tab where I can group attributes in meaningful categories (rather than just alphabetical, there is a MAJOR problem. Some of my member types have certain fields turned off since they don't apply to them. When I go to edit a field on the customized attribute view tab, make a change, and then click save, ALL of the fields for which this member type doesn't have permission to access flags "Invalid Permissions Found" whether I tried to save data in that field or not. I have to cancel out of the Save and go to the regular attributes tab to edit the fields, in which case the fields the type doesn't have access to doesn't show up. This seems like an oversight on programming, that those fields even show up in the customize tab.
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