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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 2 months 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.

In the Header & Profile section of your portal's configuration page, ensure that the Show Portal Header and Show logged in profile toggles are turned on. Both 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, the profile option in the menu shows the word "Profile". You can change what is displayed to your users by going to:

  1. Header & Profile

  2. Ensure that the Show Portal Header and Show logged in profile toggles are turned on.

  3. Either change the Portal User Profile Text or choose Airtable field for Portal User Profile to pull data (e.g. the user's name or email) from the user's record.

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