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How does the profile feature work in the portal?

I want to enable my clients to change their login pins. I want to show the logged-in user in the header.

Updated over 3 weeks ago

This feature allows the logged-in user to access their own record from the users' table and update their user data, e.g update their address, password, etc.

To configure the User Profile:

  1. In the Header section of your portal's configuration page, ensure that the Show Portal Header setting is turned on.

  2. Go to the Profile section

  3. Ensure that Show logged in profile is turned on.

  4. Both toggles are turned on by default and provide a child form for the user table that you can set up. This child form allows the users to access and update their own records. You decide which fields are available for the user to view and/or edit! By default, all non-computed fields will be added to the profile form as read-only fields.

By default, the profile option in the portal shows the primary field from your users table to identify the logged in user. You can change what is displayed to your users by going to:

  1. Profile section

  2. Either change the field selected under Portal User Profile Field to pull other data (e.g. the user's name or email) from the user's record, or set Portal User Profile to Static Text.

  3. Additionally, you can choose to display the profile menu as an icon. This option is available in the Profile section, under Portal User Menu, where you can select either Icon or Text as the display style.

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