Constituent Manager's Profile Fields settings let you control visibility by viewer role, rename field display labels, enable constituent self-updating, and let constituents control their own field visibility. Settings are configured per constituent role, with the more permissive role's settings taking precedence for users in multiple roles.
💡Quick answers
- Where are profile field settings configured? In Constituent Manager > Settings > Constituent Roles > select the role > Profile Fields tab; click the pencil icon on any active (white) field.
- What is the difference between Field Name and Display Name? Field Name is the internal database label (cannot be changed); Display Name is what visitors see in directories. Use Override Display to change how a field is labeled on the site.
- Enabling constituents to update a specific profile field themselves? In Field Properties, check "Enable updates to this profile field by group constituents."
- Letting constituents control whether a field shows in their directory listing? Also enable "Allow this profile field to be hidden or shown by group constituents" in the same Field Properties window.
- What happens when a constituent belongs to multiple roles with different visibility settings? The more permissive role's settings take precedence for that constituent.
This article explains how to customize constituent profile data visibility by role in Constituent Manager, including configuring which fields appear in directories, setting role-based display options, and managing field properties for different constituent roles.
In this article
Role-based directory display
Each constituent role can display different amounts of information within a directory profile. The information visible in a directory can also be constrained by the role of the user viewing the page.
⚠️ Important Note
If a constituent is a member of more than one role, the role with the more permissive directory display settings will take precedence.
Configure a role's profile fields
Control which fields from a constituent's profile appear or do not appear on a directory page by configuring role settings.
- Go to Constituent Manager and click Settings > Constituent Roles.
- Select the constituent role to update.
- Click the Profile Fields tab.On the right side, view all profile fields that can be configured for this role. Fields that are enabled are displayed in white; fields in yellow are unused but can be dragged over to the left to be used.
- Select an active (white) field and click the pencil icon on the right side.
- In the Field Properties window, configure whether this field displays in a directory and which constituent roles will see it.
- Click the green Update Properties button to save changes.
Field Properties options
The Field Properties window allows configuration of several settings for each profile field:
- Field Name: The label for this field in the database. This cannot be changed.
- Display Name: The label that site visitors see on a directory page. This can only be changed by using the Override Display field.
- Override Display: Change the field label that appears on directory pages. Whatever is entered here will become the label for this data when a profile is viewed in a directory. Useful when the database field name does not match the label needed for site visitors.
- Enable updates to this profile field by group constituents: Allow users to update this data themselves on the website.
- Allow this profile field to be hidden or shown by group constituents: Allow users to set their own preference for this field's visibility.
- Select the following groups for which this profile field will be visible: Determine the default privacy for the profile field. Options include "Everyone (including public site users)," "No one (only admins)," and "These constituent roles." Selecting "These constituent roles" reveals a list of roles to choose from.
⚠️ Important Note
Some profile fields are grouped, and privacy settings are labeled Public and Private.
- Private includes a list of constituent roles to choose from.
- Leaving all checkboxes unselected is equivalent to "No one."
⚠️ Important Note
If field information is updated in bulk via a datasheet upload, the datasheet column must use the actual Field Name as its header, not the Override Display name.
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