How to allow parents to make profile edits

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.  

Here's how you can enable Parents to update specific information in their profiles.

  1. First, go to Constituent Manager > Settings > expand out Constituent Roles [role - in this case, "Parent"] > and then select the Profile Fields tab. 

  2. 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."

    How to find group field properties in constituent role settings.png

  3. In the window that pops up, select the checkbox at the top labeled "Enable updates to contact information by group constituents."

    enable updates to contact info group field properties modal.png

  4. 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.

  5. 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.

showing the profile button when logged in as a portal user.png

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.

edit profile window for Lotta Akers.png

edit email address in contact information.png

The same basic procedure can give parents the ability to edit other pieces of information in their profile, too.

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