Skip to main content

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 this week

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, 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. Header & Profile

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

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

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

Related

Did this answer your question?