Parents can be given the ability to edit their own contact information when logged into the site by enabling the self-update setting for the Contact Information field group in the Parent role's Profile Fields settings in Constituent Manager.
💡Quick answers
- Where do you enable parent profile self-editing? In Constituent Manager > Settings > Constituent Roles > Parent > Profile Fields tab; click the edit pencil next to "Contact Info" under Contact Information.
- Which checkbox enables parents to edit their contact information? "Enable updates to contact information by group constituents" in the Group Field Properties window.
- What additional option is worth enabling alongside self-editing? "Allow this email to be hidden or shown by group constituents" — this lets parents choose whether their email appears in the directory while keeping it in the database for mailing lists.
- How do you verify the setting is working? Log in as a parent using "Log in as this portal user" in Constituent Manager and click the Profile link; an edit pencil should appear next to editable fields like email address.
- Can other profile fields beyond contact information be made editable for parents? Yes; repeat the same process for any other field group or individual field in the Parent role's Profile Fields tab.
Parents that are constituents can be given access to make minor edits on their profiles when they log in from the Profile option within the Account Bar dropdown menu on their login page. Â
Here's how you can enable Parents to update specific information in their profiles.
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First, go to Constituent Manager > Settings > expand out Constituent Roles [role - in this case, "Parent"] > and then select the Profile Fields tab.Â
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Find the group of fields labeled "Contact Information," and click the edit pencil next to the field box labeled "Contact Info" to open up the "Group Field Properties."
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In the window that pops up, select the checkbox at the top labeled "Enable updates to contact information by group constituents."
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At this point, you might also want to select the checkbox underneath labeled "Allow this email to be hidden or shown by group constituents" - this will let parents decide if they want to hide their email from the public directory, while still leaving it in the database so that they can subscribe to mailing lists, etc.
- Scroll to the bottom of the window and click the green "Update Properties" button to finalize the change.
To verify that this worked, log in as a parent, log out of your site admin session(s), and click the "Profile" link in the account bar.
Viewing the parent's profile info and scroll down to find the edit pencil icon next to the email address, which, when clicked, allows users to edit the email address saved there.
The same basic procedure can give parents the ability to edit other pieces of information in their profile, too.
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